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Fee-Only

Fee-Only vs. Fee-Based Financial Advisor

Fee-Based vs. Fee-Only Financial Advisors At its simplest, Fee-Only advisors only get compensation directly from their clients.  Fee-Based advisors can charge their clients fees, but they can also get a commission on insurance sales and revenue sharing based on investment options chosen. Imagine you go to the doctor, and the doctor does not charge you …

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How to Find and Choose a Financial Advisor

If you’ve done any research on how to find and choose a financial advisor, you probably ran across terms like Fiduciary, Independent,  Fee-Only, and Fee-based. It is probably not at all clear on what these words actually mean. Don’t beat yourself up, it can be confusing even for advisors.   Finding and choosing are actually two different …

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Taxes and Retirement

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