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Tag: financial planning costs

What You Get From a Financial Planner

What exactly do you get when you engage a fee-only financial planner? This question seems so obvious that it is rarely asked, yet its answer is important. Fee-only planners, much like attorneys and physicians, are compensated for their knowledge and their services....

Financial Planning Fees You See and Those You Don’t

Watch this video on YouTube Not long ago I was meeting with a couple who were relatively new clients. We were going over data on a recent mutual fund investment, and I commented that I was surprised to see the fund offered a commission of 2.25%. As a fee-only...