What Is a Fee-Only Financial Advisor? Fee-only financial advisors are paid a set fee for services like advising on personal finances, investments, retirement planning, estate planning, taxes, and ...

Understand how payment structures affect costs, incentives and transparency when working with financial advisors Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs Written By Written by Staff Money Writer, WSJ | ...

Carson McLean, CFP®, is the founder of Altruist Wealth Management, a flat-fee, fee-only fiduciary firm serving clients nationwide. An alum of Dimensional Fund Advisors, with over 15 years of ...

Too often, people choose their financial advisor the same way they’d pick a landscaper: whoever’s local, friendly, and costs less. That decision might be the most expensive “savings” of their life.

Christian Allred has been a professional writer since 2020. He's written for some of the industry’s top brands and publications, including Rocket Mortgage, PropStream, Propmodo, and CRE Daily.

Question: “I am looking for a flat-fee adviser because the AUM platform does not coexist with my plans. Where should I look to find the most and the best flat-fee advisers? It seems like many of them ...

Question: “I have a financial adviser right now that is charging 1.5 % on a $500,000 portfolio. I am thinking that may be an excessive fee. How do I know if what I’m paying is fair? Should I go ...

The National Association of Personal Financial Advisors (NAPFA) has long occupied a unique and respected place in the financial planning profession. Founded in 1984 by visionary investor advocates, ...

A recent report by research firm Cerulli Associates found that affluent clients are most interested in fee-based planning models. The survey found that 36% of affluent investors say they prefer ...