At Allodium Investment Consultants, our fee-only financial advice is designed to prioritize your goals and financial welfare. Each fee-only financial planner from our team is a fiduciary and required by law to adhere to the fiduciary standard of putting the client’s best interests first. We believe investors should clearly understand all investment fees and expenses so they can make informed decisions.
Fee-Only
To avoid conflicts of interest, our investment advisory fee is our only source of revenue from clients. We do not receive commissions or other compensation related to the investment options we recommend.
The National Association of Personal Financial Advisors (NAPFA) defines a fee-only financial advisor as one who is compensated solely by the client, with no compensation tied to the purchase or sale of financial products.
Unlike investment professionals providing fee-based financial advice, fee-only advisors do not receive commissions on the sale of products, such as mutual funds, annuities, or life and disability insurance.
Allodium is a fiduciary advisor, adhering to a fiduciary standard that requires us to act in your best interests at all times. We are committed to transparency, providing clear disclosure of all known fees, expenses, and potential conflicts in our proposals and advisory agreements.
Financial advisors operating under a Fiduciary Standard are held to a legal duty of loyalty when working with clients.
The method of compensation and any associated conflicts of interest of a fiduciary financial advisor are disclosed and updated regularly. At Allodium Investment Consultants in Minneapolis, MN, we operate under the Fiduciary Standard, placing our clients’ financial interests first in all services we provide.
We strive to exhibit the following traits that we believe fiduciary advisors should possess. When a fiduciary financial advisor displays loyalty and discloses any possible conflicts of interest, it is possible to form a relationship with the advisor based on trust.
Trust
Trust is foundational to any advisory relationship. Without trust, it becomes difficult to have confidence in the advice being provided or the decisions being made.
Loyalty
An advisor who is loyal only to their clients is not influenced by outside incentives or competing interests. Loyalty helps ensure that client interests remain the priority in every recommendation.
Disclosure
Clients should understand how their advisor is compensated and whether any conflicts of interest exist. Clear and ongoing disclosure supports transparency and informed decision-making.
Passionately Independent Financial Advice
Allodium operates independently of commission-based advisors and financial product providers—helping separate your financial decisions from sales-driven incentives.
Working with a fee-only advisory firm means you are not subject to product recommendations influenced by commissions from banks, brokerage firms, or insurance companies.
Our approach is grounded in objective, independent advice—aligned solely with your best interests. We refer to our fee-only approach as “passionately independent advice.”
Let’s Meet
We typically work with investors who have portfolios of $1 million or more
and invite you to schedule a complimentary “Get Acquainted” meeting
with one of our advisors.
