Flat‑fee financial advisors offer transparent pricing and predictable costs.

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 ...

It can be confusing to know how or why to charge financial planning fees. If you don’t understand the value of the wisdom you’re providing, how can you put a monetary value on your advice and expect ...

This week, the wealth management platform that took the concept of fee-for-service financial planning from undesirable to undeniable is celebrating a pair of major milestones that show how much the ...

Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth ...

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. The owner of Aegis Financial Partners in Boulder, ...

In what could be a sign of the times for the advice space, a new report by AdvicePay shows an uptick in what financial advisors charge for fee-based financial planning services. Drawing from more than ...

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 ...

Explore how financial advisors and financial planners differ.

Discover the advantages of fee-based and fee-only advisory models for transparent, predictable financial planning and how ...

This article details how to pick the best financial advisor for you to prepare for retirement or handle other financial ...

Groups like XY Planning Network and the CFP Board view a document from the state's Division of Securities as undermining fee-for-service models. By Mark Schoeff Jr. Colorado securities regulators are ...