Flat‑fee financial advisors offer transparent pricing and predictable costs.

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

When we first launched the XY Planning Network in 2014, our vision was to expand access to financial planning for Gen X and Gen Y clients by championing a new financial advisor business model: getting ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

Acknowledging the need for and value of professional guidance in the long-term management of investment assets, the Internal Revenue Code allows investment advisory fees to be deducted as IRC Section ...

When it comes to financial advice, what you pay can vary based on what you get. An advisor who simply sets you up with a ...

This week, the wealth management platform that took the concept of fee-for-service financial planning from undesirable to undeniable is celebrating a pair of major milestones that show how much the ...

It can be confusing to know how or why to charge financial planning fees. If you don’t understand the value of the wisdom you’re providing, how can you put a monetary value on your advice and expect ...

Derek Tuz finds that he just can't get clients very engaged in comprehensive financial planning unless they pay for it with an additional fee. Processing Content The owner of Aegis Financial Partners ...

In what could be a sign of the times for the advice space, a new report by AdvicePay shows an uptick in what financial advisors charge for fee-based financial planning services. Drawing from more than ...

Financial advisors offer invaluable guidance. Their fees can, however, eat into your hard-earned savings. Typically, financial advisors charge between 0.25% and 1% of assets managed. However, fees ...

While many financial advisors focus on investments, some can also help you with holistic financial planning including planning for retirement, saving for a child’s college tuition, planing your estate ...