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How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+

MainStreet Financial Planning

Fee-Only, Flat-Fee Financial Planners: Transparent, Unbiased, and Cost-Effective A fee-only financial planner charges a fixed fee for financial planning services, regardless of the size of your portfolio. Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.

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Key Trends and Concerns for Investors in 2023

WiserAdvisor

A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. This is the right time to find out about future investment trends and concerns that may impact you financially. Securities and Exchange Commission. Therefore, they may lack transparency.