Finlayson
Financial Planning is an SEC and State
registered Investment Advisor (IA) and
Registered Investment Advisor (RIA)...CRD is
165631. Finlayson is a "fee-only" advisor who
advises each client with the utmost care as a
fiduciary which means in the "best interest"" of
Finlayson clients. Finlayson recommends a basic
financial plan with fees ranging from $247 to
$497. Annual updates cost $100 to $200. A
"Plan" includes analysis/recommendations of:
estate planning, taxation issues, insurance,
investments and retirement planning. Finlayson
can place clients (no commissions) in all public
investments such as ETF's, Mutual Funds, Bonds,
Individual Stocks, and Indexes. Low costs and
diversity are keys. Finlayson designs
portfolios dependent on when the money is needed
and how much risk does an investor wish to
assume. Fees are purposely very conservative.
Ross Elliot, Certified Financial Planner (CFP)
and President of Finlayson Financial
Planning has 40 years of experience in
insurance/financial services and 20 years in
banking. INVESTMENTS MAY LOSE VALUE.
