Question 1

Are you a fiduciary and what does that mean?

Accepted Answer

As a Registered Investment Advisor (RIA), TapestryFP and all of its Investment Advisor Representatives (IAR) are legally required to put client interests before their own or the interests of the firm. Not only that, but all of our advisors that are CERTIFIED FINANCIAL PLANNER® professionals are held to an even higher Code of Ethics and Standard of Conduct. We always act in your best interests, not only because we have to but because we believe it's right.

Question 2

How are you compensated?

Accepted Answer

We are compensated directly and solely by client fees. We don't give or receive referral fees nor receive commissions from any product we recommend that you buy. This is called fee-only.

Question 3

Who will manage my investment accounts and be my advisor?

Accepted Answer

Only us. We don't outsource any investment management to a third party. Your advisor will always be a highly trained CFP® professional at TapestryFP.

Question 4

How many clients do you serve?

Accepted Answer

We aim for each advisor to work with between 40 and 50 client households on an ongoing basis. This is about half of the industry standard. This allows us to dig deep into the planning and implementation process, and dedicate time to you when you need us most.

Frequently Asked Questions

Are you a fiduciary and what does that mean?

How are you compensated?

Who will manage my investment accounts and be my advisor?

How many clients do you serve?