FAQ

Fee-only means that a financial advisor is 100% compensated by clients. A fee-only advisor may manage a client’s investments. An advice-only advisor is a type of fee-only advisor who only gives advice and does not manage investments.

No, I will not manage your investments. However I will analyze them, provide insights, and guide you to manage them yourself going forward (should you so choose).

"Keep things simple and don't swing for the fences—when promised quick profits, respond with a quick 'No.'" — Warren Buffett

No. You may leave your investments where they are. Closing and opening accounts is a big hassle. I provide software that allows me to aggregate your information so that your portfolios can be viewed in totality.

No, I do not sell any products. I only sell you my time, expertise and counsel. I will, however, advise you in an unbiased manner on which types of products I think suit your situation best. And I will help you decide on various options.

Our relationship can take the form of either distinct projects, hourly consulting, or ongoing support.
 
Please see the Pricing tab.

Tucker Wealth Advisory is a fully virtual financial planning practice. We can communicate via email, phone and of course Zoom or the video conferencing application of your choice.

Tucker Wealth Advisory is an Investment Advisor offering services in the State of New Jersey and in other jurisdictions where exempt from registration.  If you are not a resident of New Jersey please inquire.

Many clients are comfortable implementing investment advice on their own. Other clients prefer hiring a third-party manager who specializes in investments. Finally, there are those who prefer engaging separately for one-on-one guidance and help with implementation. I never take control of clients’ investments or bank accounts and will never request account passwords or credentials.

All services are on an as-needed basis, as determined by you, the client. If requested, one-on-one support and guidance is offered to help clients stay on track. This can include: regular review and monitoring of your financial plan, updates to your investment strategy as needed, and/or ongoing advice and support as life circumstances change.