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

Darrow Wealth Management

NOVEMBER 4, 2024

Most fiduciaries don’t sell products: Most fiduciary advisors are only paid by a percentage of assets they manage for clients. This AUM based fee structure is common among fee-only advisors who are almost always full-time fiduciaries. NAPFA advisors are all fee-only financial advisors.

Financial Advisor 69

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 69

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.

Financial Advice 97

Financial Advice Planning Fee Only Financial Planning 97

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-based advisors are where it can get complicated. What does it mean to be a fiduciary?

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

WiserAdvisor

JULY 22, 2022

The advisors can be differentiated based on the fee structure they use to charge fees such as fee-only, commission-only, hourly-fee, monthly fee, etc. It may also be the case that the advisor pushes a particular investment in the hopes of earning a commission.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Sara Grillo

MAY 10, 2024

My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. As a fiduciary, I charge 1% of your assets, and do not accept commissions.”

Clients 52

Clients License Retirement Planning Financial Advisor 52

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Banks & NBFCs. Brokerage Firms.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52