When we first launched the XY Planning Network in 2014, our vision was to expand access to financial planning for Gen X and Gen Y clients by championing a new financial advisor business model: getting ...

Acknowledging the need for and value of professional guidance in the long-term management of investment assets, the Internal Revenue Code allows investment advisory fees to be deducted as IRC Section ...

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. Processing Content The owner of Aegis Financial Partners ...

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Disclaimer: This is sponsored content. All opinions and views are of the advertiser and do not reflect the same of Fox 17. Financial fees can be like termites, they hide out in your portfolio and eat ...

Bozeman, Mont., Dec. 17, 2025 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today announced that it ...

With so much industry jargon in the personal finance world, it can be hard to know exactly what you’re paying for. What’s more, it’s possible that you’re paying hidden fees you don’t even realize are ...

Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike. There is now an across-the-board transition to a fee-for-service ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...

How much does a financial advisor cost? See typical fees, common pricing models, and how much advice really costs over time.

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.