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

Yardley Wealth Management

MAY 30, 2023

The post What’s a Fiduciary & Fee-Only Advisor? What’s a Fiduciary & Fee-Only Advisor? A Guide for Financial Planning When it comes to managing your finances, it’s crucial to work with a professional who puts your interests first. What is a Fee-Only Advisor?

Fee Only 52

Fee Only Risk Tolerance Ethics Retirement Planning 52

WiserAdvisor

AUGUST 3, 2023

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. Are financial advisors worth it?

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

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.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52