To avoid unnecessary fees, start by asking your adviser how they’re paid. “That answer will give you clues about where to ...

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. The owner of Aegis Financial Partners in Boulder, ...

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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 ...

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 ...

This story is the fifth in a series Financial Planning Chief Correspondent Tobias Salinger is writing on how to build a successful RIA. Here are the previous stories in the series: When should a ...

Individuals make woefully poor financial decisions. Whether that is a result of inadequate financial education, the wiring of the human brain or the undue power of financial services providers — or ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Before you agree to work with a financial advisor, you need ...

Commission-based revenue has already fallen to 23% of average adviser earnings and is expected to drop further to 17% by 2026. In response, advisers are diversifying pricing models to meet a range of ...

The movement towards fee-based compensation isn't losing steam anytime soon – in fact, it's only set to gain momentum. That's according to a new report from Cerulli Associates, which projects more ...

Edward Jones’ advisors will soon provide their clients with their own financial planning services for a fee and a new proprietary SMA offering. “What we’ve been hearing from our financial advisors and ...

If you’re in the process of choosing a financial advisor, you may have seen the term “fee-only” and wondered what that means. As with many things in the financial world, the term makes perfect sense ...