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 ...

When looking for a financial advisor, you'll encounter various compensation arrangements, including fee-only advisors and fee-based advisors. Fee-only advisors and fee-based advisors sound very ...

Quick Summary ・Fee-only financial planning with no AUM fees ・Choose between three plans ranging from $2,900 to $9,000 ・May ...

Dear Liz: How do you find a fee-based financial planner? I just inherited a lot of money, and trying to figure out our future is stressing me out. Answer: That’s understandable. Getting sound advice ...

While many financial advisors focus on investments, some can also help you with holistic financial planning including planning for retirement, saving for a child's college tuition, planing your estate ...

As more financial advisors adopt different fees from the industry's traditional rate of 1% of assets, they're inventing new ways of confronting one of prospective clients' main concerns. "For ...

McClanahan and her team keep records documenting their services, which comes in handy around examination time. One state auditor seemed especially impressed after her first exam years ago, she noted ...

Whether you just inherited an unexpected sum of money, you’re looking to buy a home, or you’re figuring out how to set aside money for retirement—there are plenty of reasons to hire a financial ...

The top 48 fee-only financial planners reported $38.26 billion in assets managed by local offices in 2025. Firms are ranked by total assets under management gathered from questionnaires and the most ...