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Fees & Services

Clear fees.  No surprises

At Fifield Financial, we believe you have the right to understand exactly how we're compensated before you agree to work together. Here's what that looks like.

How is Heidi compensated?

Heidi Fifield is an Investment Advisor Representative (IAR) and Registered Representative with Osaic Wealth, Inc.  This means she may be compensated through:

  • Advisory fees — flat, hourly, or AUM-based for planning and investment advisory services
  • Commissions — on certain insurance products (annuities, life insurance) and investment products
  • All compensation is disclosed in writing before you engage any service. Ask in your first call — Heidi welcomes the conversation.

The best investment you can make is a conversation.


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