Hosted on MSN

Fee-Only Financial Advisor

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 ...
Wall Street Journal

Commission vs. Fee-Based Financial Advisor: Which Is Best?

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 ...
Financial Advisor

NAPFA Should Be Reminded Fee-Only Is Vital To Fiduciary Duty

The fiduciary standard takes center stage in the National Association of Personal Financial Advisors (NAPFA) recently unveiled strategy for the next three years, Strategic Framework | NAPFA. NAPFA is ...
Financial Advisor

Has NAPFA Drifted From Its Governing Purpose To Promote Fee-Only Financial Planning?

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, ...
Forbes

How Does A Financial Advisor Get Paid? 5 Common Fee Structures To Know

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 ...

5 of the Top Financial Advisor Companies for Retirees: Well-Known Fiduciary Firms to Consider

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...
Forbes

Cheap Advice Is Expensive: The Hidden Cost Of The Wrong Financial Partner

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.
Financial Planning

How should financial advisors pick a fee model?

Check back weekly for the next story, or find the pieces by following Salinger on LinkedIn. The fees collected by financial advisors can often start healthy, passionate debates within the profession, ...
Financial Planning

Affluent investors prefer 'fee-based' planning — but do they understand it?

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 ...
syracuse.com

Everyday Cheapskate: Are you relying too much on your financial planner? Do you even need one?

Over the years, I’ve noticed a growing trend in my mailbox: readers in search of financial planners or advisers -- or assistants. When taken in the message’s context, it’s pretty clear that not ...
MarketWatch

‘Is there a certain price point that’s a red flag?’ How much is too much to pay my financial adviser?

Question: “I am looking for some advice on my financial adviser’s fee scale. Normally I am happy with my financial advisor’s performance, but looking at this fee scale has me concerned. At what point ...