Compensation transparency and a lower chance of conflicts of interest are two pros of using a fee-only financial advisor.

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them ...

On a recent episode of the Catching Up to FI podcast, financial planner Aubrey Williams made a point that should stop anyone ...

Advice-only financial advisors offer guidance without managing your investments—here’s how they work and who they’re best for ...

Before you agree to work with a financial advisor, you need to understand exactly how they’re compensated. If you’re afraid you’ll seem rude by asking, don’t worry: Your advisor is required to ...

If a financial advisor is considered “fee-based,” it means they can earn compensation through a combination of both client-paid fees and forms of compensation related to selling certain products.

Pure Financial is a fee-only firm offering free assessments and access to credentialed advisors. But initial financial plans and investment management are billed separately Pure Financial Advisors is ...

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Elements is expanding its presence among fee-only financial planners through a new partnership with XY Planning Network, the independent advice and planning platform co-founded by Michael Kitces. The ...

Why Work With a Financial Advisor? Holistic perspective. A financial advisor can give you a well-rounded perspective of not ...

Adam Grossman, the Boston-based financial advisor who founded Mayport, sat down with Christine Benz on Morningstar's The Long ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...