Financial Planning Retirement Planning Investment Management Tax Strategy OtherMatch with a financial advisor for free What is a fee-only financial planner? A fee-only financial planner is paid directly by clients for their services, be it a flat fee, hourly rate or a percentage of assets under...
SEC Q&A: What Is the Difference Between an Investment Adviser and a Financial Planner? How Do I Find a Fee-Only Commission-Free (Hourly Rate) Financial Advisor? SEC Q&A: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner? Q&A: How Will I Pay for Your Fina...
Fee-Only:These advisors only get paid directly by you, their client. They don't earn any commissions or other payments from selling products. They charge you a fee based on the value of your investments, an hourly rate, or a set price for specific services. This is usually more transparen...
Inverview with George Marotta on NAPFA and being a fee-only fiduciary How Do I Find a Fee-Only Commission-Free (Hourly Rate) Financial Advisor? byDavid John MarottaonAugust 29, 2012 Many people prefer having a local fee-only commission-free financial planner they can easily visit on a regu...
NAPFA Fee-Only Financial Planner, Tax Wealth Network offers personal, business, and trust tax preparation, business and personal fee-only financial planning, tax planning, retirement planning, fixed-fee fiduciary investment services, and business exit pl
Fee-only financial advisors can structure their fees in one of several ways, including hourly rates, flat fees, a percentage of assets, or a retainer.1 A fee-only advisor is the only one of these three that receives compensation that is not tied to the products they sell. For this reason...
Kelly Trageser is the Principal of Sea Clear Financial Planning, LLC. She is a CERTIFIED FINANCIAL PLANNER™ professional and has an MBA in Finance. She has over 20 years of experience in the financial services industry. Mrs. Trageser is a NAPFA-Registered Fee-Only Financial Advisor. ...
NAPFA Fee-Only Financial Planner, Tax Wealth Network offers personal, business, and trust tax preparation, business and personal fee-only financial planning, tax planning, retirement planning, fixed-fee fiduciary investment services, and business exit pl
Financial Advisor: How to Choose the Right One for You Basics of Working with a Financial Advisor Terms To Know Financial Planner vs. Financial Advisor Fee-Only Financial Advisors CURRENT ARTICLE Fee Based vs. Commission Based Registered Investment Advisor (RIA) ...
Anotherbenefit of using fee-only financial advisorsis the opportunity for them to offer an objective second opinion of your situation. This is especially true if the advisor works with clients on an hourly, as-needed basis or perhaps will do a financial plan or financial review for ...