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How Fee-Only Models Are Redefining Wealth Management
How Fee-Only Models Are Redefining Wealth Management
How Fee-Only Models Are Redefining Wealth Management

Kyle Van Pelt
December 26, 2024



The fee-only model is revolutionizing wealth management. Why? Because it removes conflicts of interest. No commissions. No sales quotas. Just unbiased, transparent financial advice.
Thomas Carroll, CEO of Homrich Berg, explains: “Clients want advisors who put their interests first. The fee-only model does exactly that.”
If an advisor earns commissions from selling financial products, can they truly act in your best interest? The fee-only model eliminates this dilemma. Fee-only RIAs charge a straightforward fee—no hidden costs, no backdoor incentives—so clients know exactly what they’re paying for.
And clients are noticing. More investors are leaving commission-based advisors for fee-only RIAs that prioritize transparency and trust.
Why the Fee-Only Model Is Winning:
100% fiduciary commitment—advisors must always act in your best interest
No commissions, no conflicts—just clear and transparent pricing
Comprehensive financial planning—investments, estate, taxes, and retirement
Firms like Homrich Berg have embraced the fee-only model, building long-term client relationships through trust and transparency. With growing demand, more advisory firms are making the switch.
These insights are inspired by the latest episode of The Connected Advisor podcast featuring Thomas Carroll, CEO & President of Homrich Berg. Dive deeper into the importance of succession planning for RIAs. Listen to the full episode here and explore more articles in this series.

Connected
How Fee-Only Models Are Redefining Wealth Management

Kyle Van Pelt
December 26, 2024

The fee-only model is revolutionizing wealth management. Why? Because it removes conflicts of interest. No commissions. No sales quotas. Just unbiased, transparent financial advice.
Thomas Carroll, CEO of Homrich Berg, explains: “Clients want advisors who put their interests first. The fee-only model does exactly that.”
If an advisor earns commissions from selling financial products, can they truly act in your best interest? The fee-only model eliminates this dilemma. Fee-only RIAs charge a straightforward fee—no hidden costs, no backdoor incentives—so clients know exactly what they’re paying for.
And clients are noticing. More investors are leaving commission-based advisors for fee-only RIAs that prioritize transparency and trust.
Why the Fee-Only Model Is Winning:
100% fiduciary commitment—advisors must always act in your best interest
No commissions, no conflicts—just clear and transparent pricing
Comprehensive financial planning—investments, estate, taxes, and retirement
Firms like Homrich Berg have embraced the fee-only model, building long-term client relationships through trust and transparency. With growing demand, more advisory firms are making the switch.
These insights are inspired by the latest episode of The Connected Advisor podcast featuring Thomas Carroll, CEO & President of Homrich Berg. Dive deeper into the importance of succession planning for RIAs. Listen to the full episode here and explore more articles in this series.

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Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS




Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.

Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS




Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.

Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS




Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.

