Question 1

Are you a fiduciary?

Accepted Answer

Yes. Flying Forward Wealth Management is a Registered Investment Adviser, and as an Investment Adviser Representative and CERTIFIED FINANCIAL PLANNER® professional, I am required to act in your best interest at all times.

Question 2

How do I meet with Phillip Mills, CFP®?

Accepted Answer

You can request a meeting using the scheduling link above. Initial meetings are complimentary and focused on determining whether we’re a good mutual fit.

Question 3

What is the cost of a consultation?

Accepted Answer

The initial conversation is complimentary. If we move forward, fees are based on the scope and complexity of your situation and are clearly outlined in advance.

Question 4

What are your fees?

Accepted Answer

Fees vary by service.

Most relationships begin with a one-time financial planning fee and ongoing planning fees when appropriate. Investment management fees are asset-based and tiered from 0.4% to 1.5%.

All fees are transparent and disclosed before any work begins.

Question 5

Do you have a minimum?

Accepted Answer

Yes. Advisory relationships are subject to a $5,000 minimum annual fee to support comprehensive planning and ongoing advice.

Flying Forward

Fee-Only CFP® professional

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