As most of you know, Horizon Wealth Advisors is a fee-only, fiduciary advisor in Houston, so I am “talking my book” as they say. I think that whether you choose a fiduciary advisor or not, it is important to understand the meaning of the term “fiduciary” and what responsibilities a fiduciary holds. It is not just a matter of semantics, as some would have you believe. With this education in mind, we are recommending an ebook titled: “Fiduciary Common Sense”.
The book was produced by the Institute for the Fiduciary Standard, of which Horizon Wealth Advisors is a member. The Institute provides information to educate investors and advisors on what the fiduciary standard really entails. We believe this ebook does a nice job of pointing out many of the important distinctions. Click here to learn more about fiduciary standards and practices.
Hopefully, this quick read will help you to understand fiduciary duty and make informed decisions about the advisors you choose and your expectations of them.
Horizon Wealth Advisors is a Houston based fee-only wealth management firm. Horizon is a fiduciary advisor. We specialize in helping successful individuals and families understand, organize, and manage their often complex financial situations. Horizon offers integrated financial planning and investment management services.