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Frequently Asked Questions

Do I need to have a minimum amount of money to work with EWA?

Nope! All we ask of our clients is that you be responsive to requests we may have (such as important financial information, recent tax returns, copy of waged earnings, copies of trusts, etc.) so we can give the best advice for your financial plans.

Are you a fiduciary?

Yes. We always put our client’s best interest first and create no conflicts of interest with our recommendations.

Do you offer life insurance?

Yes. We take a holistic approach to our planning and life insurance is certainly part of this conversation. We will also discuss disability insurance and long-term care.

Is there a consultation charge to meet with EWA the first time?

No. In fact, there will be a minimum of three meetings before the client is charged. To see more of our onboarding process, refer to this page here.

I Have A Current Advisor, Or Funds With Another Firm. Do I Have To Fill Out All The Paperwork To Switch It Over? 

No. Once you agree to hire our firm as your financial advisor we will take care of all the paperwork. In some cases, we may need to call the previous firm to liquidate funds, but in this case we will always be on a phone conference together. We are here to make the transition as smooth as possible.

Who is your custodian?

Our custodian is part of Fidelity Institutional and clients’ funds are held at National Financial Services (NFS) through the Wealthscape Platform. There is a mobile app that allows you access to your account at any time from anywhere. 

How are you paid?

We are a fee-based firm. The majority of our compensation comes through a percentage of assets we manage for you and/or a one-time fee for financial plans we put together. If we write insurance policies (life, disability, long-term care, annuities, etc.), the insuring company will pay us directly. 

Ready to talk About What to Do Next?

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