FAQs

Our Founder & CEO Jim Stoddard, who has more than 30 years of experience in the financial services industry, answers some of the most Frequently Asked Questions (FAQs) about Financial Advisor On Call™ below.

What does it typically cost to have access to a professional financial advisor? ¹ ²

Most advisors or brokers typically charge an annual fee of 1% to 2%, based on the investments they manage for you. Often, this fee is for simply "housing" those investments, with little guidance after the initial transaction. So, with $100,000 invested, between $1,000 and $2,000 is a common cost, which may not even include any commissions or withdrawal charges, internal investment fees, educational resources, or even an actual financial plan!

With us, you can simply tailor how much you want to spend based on your needs instead of your wealth...and with no long-term commitments! With our simple, monthly subscription model, you get the education, planning resources and objective advice you need, without the "sales pitch".

Pay month to month and cancel any time! Click here for more info and to join Financial Advisor On Call.

What if I already have a financial advisor?

What if I’m used to handling my financial matters myself?

How do I get started?

How does Financial Advisor On Call™ work?

Is Financial Advisor On Call™ for individuals? Or an employee benefit program?

So, you don’t sell financial products?

Financial professionals give advice on TV, radio and online. Why can’t I just go with their advice?

How was Financial Advisor On Call™ developed?

How to signup for Financial Advisor On Call™?

  • ¹ Financial planning and financial advisory services offered by FAOC, LLC, a registered investment advisor (RIA). FAOC, LLC, is a wholly-owned subsidiary of Financial Advisor On Call, LLC, a fintech company offering educational services and record management support.
  • ² Service may require a live session with a Financial Advisor.