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Fee-based financial planners are paid a fee for their services by their clients but may also receive additional compensation tied to the sale of certain financial products, such as mutual funds or ...
National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect changes in industry ...
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 ...
A broker (Series 7) may also be a financial planner. Any advisor can say they are a financial planner; they do not have to hold the CFP (Certified Financial Planner) designation to do so. A financial adviser may create financial plans for clients or sell financial products, or a combination of both. They may also provide insight on savings. [3]
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A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer, accountant); or
If a financial planner or financial advisor is fee-only, that means they receive compensation solely from the fees clients pay from their services. They do not earn commissions or kickbacks for ...
Some advisors may operate on a fixed-fee structure which means the fee is stated in advance and doesn’t change based on the amount of assets a client has with the advisor.