FAQ
Do you sell any financial or investment products like annuities or insurance that make you commission?
No! In fact, we are “Fee-Only” financial advisors. The term “Fee-Only” (or fee-for-service) refers to how an advisor is compensated. A fee-only advisor is paid directly by their client, and does not earn commission of any kind for product sales or referrals. It is the only method of advisor compensation that is transparent, objective, and minimizes conflicts of interest. In addition, a fee-only advisor must act in their clients best interest as a fiduciary 100% of the time.
Will you pressure me to have you manage my assets?
Absolutely not. We do not offer ongoing asset management and work providing advice and guidance only.
What is your investment philosophy?
There are hundreds of ways to invest—and just as many wrong ways. Our role is to help you find a defensible, personalized approach that works for your unique situation and goals.
We are happy to assist with:
- Traditional investing
- Value tilting
- The Chicago School/Efficient Frontier approach
- Real estate
- Cryptocurrency
- Value-aligned investing (ethical, social, and governance-focused strategies)
- Vice-aligned investing
- DEI-focused investing (diversity, equity, and inclusion)
- And many more.
At the end of the day, we work for you—helping you navigate investing and using your money as a tool to achieve your life goals.
A significant part of the value we provide lies in addressing the human aspect of personal finance. We empower you to make intentional decisions, avoid emotional pitfalls, and overcome knowledge blind spots, so you can use your money with confidence and purpose.
What does it mean to be a fiduciary?
Under the fiduciary standard, advisors are legally sworn and obligated to always place the best interest of their client ahead of their own. They must disclose any conflicts of interest, and clearly define how they are paid. All advisors at Bird Spring Financial are fiduciaries.
I do not live in Las Vegas. Can I still work with you?
Although we are based in Las Vegas, NV we work with clients throughout the country. We are not bound by geography when working with you. We seek out clients who are the best fit for our firm, regardless of where they are located.
Do you work remotely/virtually?
We work with clients throughout the country using virtual meetings, conference calls, e-mails, secure file transfer, and an integrated suite of client service and financial software. You do not need to be local to work with our firm.
Of course we are happy to meet face to face if you are nearby.
Where will my assets be held?
Your assets stay with a custodian of your choosing. We are happy to recommend you a custodian (Schwab, Fidelity, etc.) based on your specific needs.
What process and timeline can I expect when I become a client?
Once you submit your documents and pay the financial physical fee you are all set! After our meeting you will receive your follow up email within 2 business days.
We are available to expedite work if required, please contact us at [email protected]