Your Advocate in Fee-Only Financial Planning

At Symphony Financial Planning, we believe that you are best served when the financial advice you receive is objective and your fees are transparent. That is why we embrace our role as fee-only financial advisors serving clients in the Sacramento and Yolo County communities.

As fee-only advisors, we do not sell products and do not accept commissions or referral fees. What’s more, we have a fiduciary responsibility to put your interests ahead of ours. This client-first approach applies to all the advice we give you and is not limited just to certain services, such as retirement planning. It’s part of who we are as a firm.

We embrace our fee-only status because it enables us to serve as your financial advocate. Unburdened by conflicts of interest, we can provide unbiased advice meant only to help you reach your goals.

Commission-free advice

Transparent fee structure

Fiduciary responsibility

Your interests first

No product sales

No referral fees

No third-party referral fees

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