Charlotte NC Fee-Only Financial Advisor – Retirement Wealth Plan Guide Released

Calamita Wealth Management, a financial planning company operating out of Charlotte, North Carolina, released an online guide exploring the impact of advisor compensation on the reliability of retirement wealth planning services. The fee-only financial advisor seeks to offer comprehensive assistance to help clients make responsible decisions for their financial well-being.

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The recently released guide aims to clarify the distinctions between the three compensation models used by financial advisors, critiquing each so clients can identify potential service compromises.

With approximately 40% of Americans having less than $300 in savings and the average credit card debt exceeding $6000, many are facing a very harsh financial reality. Along similar lines, only about 30% of people report having a long-term financial plan, leading to lingering doubts about the feasibility of supporting a family or experiencing a traditional retirement.

Calamita Wealth Management works with individuals to customize financial solutions that align with their personal circumstances and goals.

The company’s guide gives a transparent look at advisor compensation to educate individuals about the multiple models within the practice of financial management.

In choosing between fee-only, fee-based, and commission-based financial advisement, potential clients must account for the possibility of monetary incentives influencing their service quality.

Compensation bias is cited for raising concern in all but the fee-only option, given that advisors in the commission- and fee-based categories are supported in part by product sales and other suggested financial transactions.

The guide also examines the topic of fiduciary responsibility in management relations, a duty that does not universally apply across all practice models as a means to prioritize a client’s financial interests above those of the advisor.

With this latest release, Calamita Wealth Management aims to be a source for reliable, open advice within the financial management industry, providing transparent information to address potential conflicts of interest between clients and advisors. To explore the company’s services, please visit

A company spokesperson said: “Establishing the roles and expectations of both the financial planner and the client is critical to a lasting, trusted relationship. We provide education and guidance to improve our clients’ ability to reach their particular financial goals.”

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Calamita Wealth
Calamita Wealth
6135 Park South Drive Suite 510 C

United States

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