Fee Structure

be free from hidden costs – transparency is our only policy.

The compensation of a financial planner can directly impact the advice you receive. Brinton Eaton believes that fee-only financial management advisors is the best approach. Our fee-only structure is clear, straightforward and easy to understand. Because we don’t sell products, we don’t have divided loyalties — our loyalty is solely to our clients

  • Because we are fee-only wealth management advisors, any compensation we receive is agreed upon well in advance. You know exactly what you’ll pay and what you'll receive in return.
  • We do not sell any financial products and we receive no commissions, incentives, research or other forms of compensation from anyone.
  • As our client, you are not charged extra fees for our time or the research we do to answer any and all of your questions.
  • Brinton Eaton has no obligatory or proprietary affiliations with any broker/dealers, mutual fund companies or insurance companies.
  • We will manage portfolios of individual stocks. When you transfer to Brinton Eaton, you do not need to sell your current holdings.
  • We will assist you in making appropriate choices with your employer’s 401(k), 403(b), TSA or other benefits to meet planning needs. There are no additional charges for this advice; it is simply part of the service offering.
  • We provide an annual review for our highly compensated corporate clientele that they find extremely helpful in weeding through their many supplemental income options and making the right annual elections to maximize their take home pay.
  • We act totally — and only — as your advocate. We are unbiased, completely objective, in our planning, evaluation and management.
  • All our accounts are established with third-party custodians — in your name — with separate monthly statements. This enables you to reconcile all your statements, and provides the security and peace of mind you want when working with a boutique firm.
For more information and to speak with a Brinton Eaton advisor, call 800-364-2468 or email info@brintoneaton.com.