WealthManagement.com

On The Bleeding Edge Of Financial Planning Fee-For-Service Regulation

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 ...
WealthManagement.com

Why Congress Should Allow Financial Planning Fees To Be Paid From A Retirement Account

Acknowledging the need for and value of professional guidance in the long-term management of investment assets, the Internal Revenue Code allows investment advisory fees to be deducted as IRC Section ...

‘I’m not comfortable with that.’ All the financial advisers I meet seem to tack on a bunch of fees — and I’m over it. What’s my move?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.
Financial Planning

AUM or flat fees? How to charge for comprehensive financial plans

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. Processing Content The owner of Aegis Financial Partners ...
Wall Street Journal

3 of the Top Flat‑Fee Financial Advisors: Well-Known Fiduciary Firms to Consider

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...
MarketWatch

Are you aware of the ‘3 layers of costs’ your financial adviser may be charging you? (Hint: Many are not.)

With so much industry jargon in the personal finance world, it can be hard to know exactly what you’re paying for. What’s more, it’s possible that you’re paying hidden fees you don’t even realize are ...
The Bakersfield Californian

AdvicePay Surpasses $1 Billion in Financial Planning Fees Processed, Marking 2 Millionth Transaction

Bozeman, Mont., Dec. 17, 2025 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today announced that it ...
fox17online

LifePlan Financial Design: Retirement Planning Fees

Disclaimer: This is sponsored content. All opinions and views are of the advertiser and do not reflect the same of Fox 17. Financial fees can be like termites, they hide out in your portfolio and eat ...
Money Management

Why financial planners will benefit from the transition to fee-for-service

Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike. There is now an across-the-board transition to a fee-for-service ...

Enhance Financial Advisory With Holistic Planning

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.
Wall Street Journal

5 of the Top Financial Advisor Companies for Retirees: Well-Known Fiduciary Firms to Consider

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...