Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Question: “I think I need a new financial adviser because I feel like I’m being eaten up by fees. I don’t know where to turn. What are reasonable fees and when can someone DIY their finances instead ...

Question: Here is what a potential advisor wants to charge me. Does this seem excessive? It feels high to me. How should I move forward? We are paid two ways: 1) Investment advisory fees: We receive ...

When it comes to financial advice, what you pay can vary based on what you get. An advisor who simply sets you up with a ...

Historically, you could deduct some financial advisor and tax preparation fees. Under the current tax code, that is no longer the case. For example, say that you paid $4,500 this year in fees to your ...

Knowing what services you need from a financial advisor is an important first step. Not all advisors call themselves fiduciaries. Financial advisors can charge fees or commissions, though it’s common ...

The general rule for financial advisor fees is about 1%. More specifically, according to a 2019 study by RIA in a Box, the average financial advisor firm fee is equal to 1.17% of assets under ...

When choosing a financial advisor, cost is an important consideration. After all, you want to make sure that you're getting value in exchange for the fees you're paying. If you'd like to keep costs as ...

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 ...

Asset-based fee compression among financial advisors is expected to escalate by 2026, according to new research from Cerulli Associates. Processing Content In a survey of financial planners, advisors ...

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 ...