The Faith & Finance Score℠ is free of charge and has zero obligation. A prospective client can also speak with an Aquinas advisor with no obligation or cost. If a person decides to work with Aquinas they would receive an agreement to sign that outlines the advisory fee structure. Anyone can review the Form ADV and other important disclosure documents on the Aquinas website at any time.
Absolutely not. Aquinas Wealth Advisors℠ is an SEC registered investment advisory firm and operates as a fiduciary. We have no connection to any products and no financial incentives to direct clients to certain investments. We charge no commissions. We work exclusively in our clients’ best interest.
Aquinas’ team of highly trained professionals are always just a click away. Your advisor will work with you to fully develop your financial plan in detail.
Although Aquinas does not offer tax advice, we are ready to answer any questions you or your tax advisor may have regarding transfers to Aquinas, as well as any needed rebalancing and reallocation.
Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.
When working with Aquinas you are under no obligation and can transfer at any time. Transfers and withdrawals are also available.