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 ...

In a world where every dollar counts, knowing exactly where your money goes is essential. You trust a financial advisor to help you manage your wealth, plan for retirement or invest for the future.

Rethinking Fee Structure Based Off Evolving Client... In 2023 alone, the Morningstar US Market index returned 24%. And that was on the back of an amazing run for risk assets in the past decade. But ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Flat-fee advisors make more sense for more cautious retirees with a huge nest egg. Smaller nest eggs oriented towards growth may find the AUM-based model works for them. Are you ahead, or behind on ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Financial advisors are increasingly expanding their service offerings to remain competitive as investors expect a more holistic financial experience. However, despite offering more, advisors are often ...

Many individuals hesitate to engage a financial advisor because they believe they don’t have enough assets. Historically, this concern was valid. Advisors often prioritized high-net-worth clients due ...

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 ...

We often feel like we’re navigating a complex maze without a clear map when it comes to financial decisions. Many people feel overwhelmed with tax laws, optimizing Social Security benefits, making ...