How are you compensated? What is your fee?

We are “fee-only,” that means we are not fee-based or commission-based.

A fee-only Registered Investment Advisor (RIA) means the RIA has a fiduciary obligation to their clients. That means they have to put their clients interests first above their own. This is important because someone who is fee-based or commission-based does not have that same fiduciary obligation. This also means the RIA is transparent. They don’t get any kick back from any company for using any particular investment. The only compensation we get is what we charge and there is nothing more than that.

Our fee is based on money under management. The higher your account value, the lower the rate. It appears directly on your statement and in some cases tax deductible, click here to learn more.

We’re happy to provide you an apple to apples comparison of the fees you’re paying (or the proposed fees you’ll pay another financial advisor) and our fees. Our fees are simple to understand and reasonable. Most importantly, we believe in FULL DISCLOSURE – so we never hide or bury our fees like other brokers or “financial advisors” who are commission-based or “fee-based” (not Fee-Only!).


About the Author ()

Mark K. Lund is the author of The Effective Investor, a #1 Best Seller, and founder of Stonecreek Wealth Advisors, Inc. an independent, fee-only, Registered Investment Advisory firm. He has provided articles for or been quoted in: The Wall Street Journal, The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, US News & World Report, and, just to name a few.  Mark publishes two newsletters called, “The Mark Lund Growth Report” and “Mark Lund on Money.”  Mark provides CPE (continuing professional education) courses for CPAs.  You may also have seen him on KUTV Channel 2, or as a guest speaker at a local association or business. Mark provides investment and retirement planning services for individuals and 401(k) consulting for small businesses. In his book, The Effective Investor, Mark exposes the false narrative magazines, media, big Wall Street firms, and most advisors want you to believe. The good news is that Mark will show you that you don’t need their speculative ways of investing in order to be a successful investor. Get a free copy when you schedule your initial consultation.

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