Conflict-Free Standards

The Conflict-Free Standards ensure clients receive fully transparent, conflict-free, science-based advice that is legally aligned with their best interests and upheld with strict accountability.

1. Embrace the Legal Fiduciary obligation to place clients' interests first.
2. Deliver comprehensive, science-backed advice.
3. Provide fee-only solutions.
4. Accept no commissions, revenue sharing, billable hours, self-dealing, proprietary products, opaque fees, gifts, or soft-dollar arrangements.
5. Be transparent on all client costs and fees.
6. Provide clear client costs, fees, and terms.
7. Remain independent from any organization that would create a client conflict or self-dealing.
8. Provide full transparency on client reporting.
9. Never sell client data.
10. Maintain accountability to clients and regulators.