Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.
Fiduciary
Six Things to Know about U.S. Treasury Series I Savings Bonds and Their High Yield
In our yield-starved environment, it’s hard to find yield as enticing as the Series I Savings Bonds’ 7.12%. Here’s what you should know.
What the Certified Exit Planning Advisor Designation is and Why I Pursued It
Jonathon Jordan, CFP®, recently earned a Certified Exit Planning Advisor designation. He explains why a succession plan for your business is vital, whether you’re looking to sell in the near future or you’re just beginning your business journey.