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Financial Advisors (Part 3): What Fees Do Financial Advisors Charge

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Manage episode 352826266 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today I’m sharing the different ways financial advisors charge for their services.

In fact, there are FOUR main fee structures you might come across when interviewing advisors...

...and each one can be a disservice to someone.

In this episode, I'm covering three important things:

  • What are the four fee structures and their pros & cons
  • Who is (and isn't) a good fit for each service model
  • How much do financial advisors typically charge for their services

I'm also sharing how retirement savers might think about measuring the value of financial advice.

If you're ready for a deep dive into financial advisor fees, you're going to enjoy today's episode.

***

WANT MORE RETIREMENT & TAX PLANNING CONTENT? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!

EPISODE RESOURCES:

✏️ Grab the Episode Show Notes

📘 Pre-Order the More Than Money Book

📊 Get Your FREE Retirement & Tax Analysis

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 352826266 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today I’m sharing the different ways financial advisors charge for their services.

In fact, there are FOUR main fee structures you might come across when interviewing advisors...

...and each one can be a disservice to someone.

In this episode, I'm covering three important things:

  • What are the four fee structures and their pros & cons
  • Who is (and isn't) a good fit for each service model
  • How much do financial advisors typically charge for their services

I'm also sharing how retirement savers might think about measuring the value of financial advice.

If you're ready for a deep dive into financial advisor fees, you're going to enjoy today's episode.

***

WANT MORE RETIREMENT & TAX PLANNING CONTENT? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!

EPISODE RESOURCES:

✏️ Grab the Episode Show Notes

📘 Pre-Order the More Than Money Book

📊 Get Your FREE Retirement & Tax Analysis

  continue reading

202 episodes

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