"If you don't want ongoing service, you can pay for a flat-fee financial plan. If you want intermittent service but not ...

"One alternative is to retain a fee-only advisor for a project fee or one-time charge. This can be achieved by paying a flat fee for a financial plan and a lesser fee for periodic updates as ...

have a flat fee for a service, or require a retainer. Some even use all of these approaches, choosing the best fee structure for the client. Be sure to compare financial advisor costs and services ...

Finance professionals have different areas of expertise. Find out what you should know before you consult a financial advisor ...

Flat or hourly fees are appealing to younger ... there is an additional product fee payable in addition to the AUM fee. Financial advisor fees compensate the advisory resource for their expertise ...

full-service financial planning from certified financial planners. The company charges a flat annual fee based on the complexity of a member's planning needs. The investing information provided on ...

With a flat-fee model, you simply pay for unbiased ... with the emphasis placed on the holistic nature of financial planning. Although portfolio management should remain an integral part of ...

Financial planning fees are based on complexity and ... 57% said they now give their clients the option of paying flat fees or annual retainers or AUM-based fees — or, in many cases, a ...

If you're in the process of choosing a financial advisor, you may have seen the ... a subscription model with a monthly or quarterly flat fee. The fee-only system is designed to encourage unbiased ...