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Financial advisors work with different kinds of organizations, and these include –. Accounting & TaxPlanning Firms. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. CFP ( Certified Financial Planner ). Opportunities.
The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. Financial Advisor FAQs 1.
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