WebAs the name suggests a “fee-only” financial advisor only gets compensated by the fee. Whereas a “fee-based” advisor may also receive other forms of commissions. Financial Planner and other advisors credentials. As you browse and compare financial planners you will notice that many of them have special designations attached to their names. WebJul 15, 2024 · Fee-only. A fee-only financial advisor earns money from the fees you pay to them for their services. These fees can be an hourly or flat rate, or charged as a percentage of the assets they manage ...

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WebSimple, intuitive technology and white-glove service will change how you work with a financial advisor. *Based on industry averages, a $5,000,000 portfolio is assessed a .84% assets under management ("AUM") fee, resulting in an annual fee of $42,000. Wedmont's flat fee of $10,000 would save the average $5,000,000 portfolio $32,000. WebPortland Financial Planning Group, LLC Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client's financial circumstance and crafting practical solutions in a collaborative ... michael friedman johns hopkins

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