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 ...

Financial advisor fees are not tax-deductible now, but there are still tax benefits from working with an advisor.

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

When looking for a financial advisor, you’ll encounter various compensation arrangements, including fee-only advisors and fee-based advisors. Fee-only advisors and fee-based advisors sound very ...

As more financial advisors adopt different fees from the industry's traditional rate of 1% of assets, they're inventing new ways of confronting one of prospective clients' main concerns. "For ...

Financial planning firms have largely shifted to a fee-for-service model as they seek ongoing planning relationships with ...

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 ...

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 ...

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 ...

Question: “I really liked my financial adviser. He was good, but after a few years managing both my mom’s and my money, I realized that it was just too expensive for the value received, even at a fee ...

Can your doctor also be your financial planner? In this episode, Jean Chatzky sits down with Dr. Carolyn McClanahan a ...