We value long-term relationships and have the flexibility to work on a fee-based planning basis*, commission basis, or a combination of the two. The choice is yours. When possible, our fees and commissions are structured so that we grow and profit as you grow and profit. Regardless of the fee structure you choose, Clayton/Montgomery Group will strive to disclose all fees and commissions.
For additional information regarding financial planning fees, please refer to form ADV or form CRS
