Client Brochure – ADV Part 2

The Client Brochure (ADV Part 2) is a document all fee-only, fiduciary financial planners are required to file with the SEC each year. It outlines their services, fees and sets relationship expectations with clients and prospective clients. If you work with a financial planner who has an ADV, you know you are working with a fiduciary who has a legal obligation to put your interests above their own.