Before you agree to work with a financial advisor, you need to understand exactly how they’re compensated. If you’re afraid you’ll seem rude by asking, don’t worry: Your advisor is required to ...

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

Fee-only financial planners get paid by you directly; fee-based planners may also earn commissions on products they sell. Ask any advisor how they make money. Many, or all, of the products featured on ...

Within the financial advisory industry, there’s plenty of debate about whether the fee-only model is always best for clients. That’s a separate question from adhering to the fiduciary standard, which ...

Q: You always mention fee-only financial planners and I'm not sure about the true meaning. My husband and I have a financial planner who charges us $2,200 per year, but we got a summary of transaction ...

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn more Question: “I am ...

ARLINGTON HEIGHTS, IL. James Kinney, Certified Financial Planner™ and founder of Financial Pathways of Bridgewater NJ has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ...

There is no question that a financial planner can help many people feel good about their economic future. Reddit reminds you to only work with a fee-only financial planner. It’s also important to know ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

Over the years, I’ve noticed a growing trend in my mailbox: readers in search of financial planners or advisers -- or assistants. When taken in the message’s context, it’s pretty clear that not ...