Not all client relationships are the same. Some include comprehensive planning and proactive monitoring, while others are more limited.
At Adair Advisory Group, we’re moving toward a fiduciary-first model to deliver the highest level of service. But no matter where you are today, it’s important to know what benefits you currently have — and what you may be missing.
Here’s a simple grid that shows the benefits for each client type at a glance:
At-a-Glance: What Each Client Level Receives
* Social Security analysis requires client-provided SSA statements and is intended for planning purposes.
Why This Matters
The higher your relationship level, the more benefits you unlock. Fiduciary clients receive the most comprehensive support — including proactive tax planning, Social Security analysis, and business-owner planning.
That doesn’t mean other levels are left out. Brokerage clients still receive important monitoring services, Direct-to-Fund clients benefit from employer plan access, and Tax-only clients continue to receive full tax preparation.
But as your financial situation grows more complex, moving toward a fiduciary relationship ensures that all the pieces of your financial life work together.
In our experience, many clients who move to fiduciary discover that their finances feel simpler, their planning becomes more proactive, and tax season is less stressful. And remember — your current level of service continues regardless. Upgrading doesn’t take anything away, it simply adds more.
Next Steps
Curious which relationship level is the best fit for you? Let’s talk. We’ll walk through your current setup, your goals, and what benefits you could unlock by stepping up to a fiduciary relationship.
👉 Schedule a 15-Minute Call