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.

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

Nerd's Eye View

OCTOBER 16, 2023

Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs).

Financial Planning 246

Financial Planning Marketing Marketing Financial Advice 246

WiserAdvisor

JULY 22, 2022

How big your investment budget is also has a say in this decision. No matter what decision you take, you must first understand the benefits and drawbacks of hiring a single financial advisor and those of engaging multiple professionals. Not only will this affect your budget but also eat into your returns. To conclude.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Your Richest Life

JULY 17, 2024

This is why everyone needs a budget, because no matter how much money you have coming in, you should still have a plan for it. The internet is drowning in financial advice, both good and bad. The post 10 Money Lessons I’ve Learned as a Financial Planner appeared first on Your Richest Life.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. There is a special emphasis on clear disclosure of services and their related fees.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

WiserAdvisor

AUGUST 18, 2023

Different financial advisors may have varying fee structures, and their range of services can also differ significantly. In this article, we will discuss the different types of financial advisor fees and compare costs and services offered to find an advisor who aligns with your budget and financial goals.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

WiserAdvisor

AUGUST 3, 2023

A financial advisor’s service is equally significant when assessing their value proposition. A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52