Article Fee Only Financial Guidance 
MainStreet Financial Planning
MARCH 7, 2025
The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). While AUM advisors may seem appealing, they often come with high lifetime fees and potential conflicts of interest.
MainStreet Financial Planning
FEBRUARY 1, 2024
During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.
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Sara Grillo
MARCH 22, 2024
Matthew Etzler [link] Colorado Skip Fleming Home Advice only planner Downshift Financial Home Eric Courage Margin Flat fee advisor Delaware Sam Lewis www.wecanplanforthat.com Flat Fee and hourly Advice-only only planning to help young professionals and pre-retirees retire early.
WiserAdvisor
AUGUST 3, 2023
If you are wondering if it is worth paying a financial advisor 1 percent, it is essential to first understand the benefits and services that a professional advisor can provide and see if it outweighs the costs. This article will explore whether their fee of 1% is worth it. Are financial advisors worth it?
Sara Grillo
SEPTEMBER 26, 2022
JR: That article was a big deal, obviously, the CFP Board reacted to that in a number of ways, to spend a lot of money and try to basically, I think to CFP Board’s credit they are the masters of spin, actually, I think they spunt it into… The messaging afterwards was, this is a wake-up call to us. Okay, so this is a list I have.
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