Frequently Asked Questions
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Are you a fiduciary?
Yes, always.
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Do you get paid commisions?
Nope! We only get paid by our clients.
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How are you paid?
The fee for a relationship with Hundred can be paid by an annual fee, a percentage of assets that we manage, or a mix of both. We want to make it as easy as possible for you. For more info, check out our Pricing page.
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What does my fee cover?
You pay us for financial planning. That means we help you think proactively about your finances and also act as a resource to educate and answer any questions you have. Take a look at all the ways we help clients at the bottom of our Pricing & Services page.
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Do I need a certain amount of money to work with you?
No, you do not. We have no investment minimums because we recognize that most people in their 30s & 40s are still focused on building their wealth. That’s why we created an option to pay for the relationship with a monthly fee.
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Are you taking on new clients?
Yes!
(Thank you for asking! We can tell you were wondering because you are so excited and you just wanted to make sure)
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Can I work with you even if I live in another state?
Absolutely! We can serve clients across the country and work with many folks in a primarily virtual nature. Plus, it gives us a good reason to visit that place where you live. We hear it is great at certain times of the year :)
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Can I work with you even if I'm not in my 30s or 40s?
We work with anyone who values our services and we do have clients that don’t fit into our main age category. We always encourage you to schedule an Intro Call. We’ll use that time to figure out what you need and get you started in the right direction.
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What does BFA™ stand for?
BFA™ stands for Behavioral Financial Advisor. This designation reflects the fact that decisions around money can be difficult to navigate and outcomes are more influenced by our behaviors. We help clients align their behavior (real selves) with their values (ideal selves).