When it comes to your wealth, transparency matters.
Straightforward Financial Advice
Cyr Financial Wealth Advisors is a fiduciary that believes in full-fee transparency. You won’t find any hidden fees or other expenses from us. We promise to give you a detailed written breakdown of all the fees before you become a client and on every statement thereafter—so there won’t be any surprises.
Very simply, we only make more money when our clients make more money.
Our loyalty isn’t tied to any product, fee, commission, or company. Unlike many advisors, we are completely independent; it’s always centered on you, our client.
We are an SEC-registered independent Registered Investment Advisor. See more about our fees by reviewing our Brochure and Relationship summary on the SEC’s website.
Our wealth management approach can be paid for by a percentage of the assets we manage for you or by a flat annual fee. This choice depends on your interest in portfolio management and the value we can add to your investment portfolio.
These fees cover our planning, tax strategy, investment advice, and management services. For an additional fee, we offer annual income tax preparation by our team of CPA’s for clients who desire complete coordination of their tax plan.
What does true financial success mean to you?
Let us help you build a customized retirement plan that protects your wealth while identifying opportunities for the wealth you deserve