Flat‑fee financial advisors offer transparent pricing and predictable costs.

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 ...

It can be confusing to know how or why to charge financial planning fees. If you don’t understand the value of the wisdom you’re providing, how can you put a monetary value on your advice and expect ...

This week, the wealth management platform that took the concept of fee-for-service financial planning from undesirable to undeniable is celebrating a pair of major milestones that show how much the ...

Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth management and financial planning both support these decisions, but they ...

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 ...

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 ...

Although AUM fees still dominate, other models — such as planning, subscription, monthly and hourly fees — are gaining traction, according to IN's goRIA panelists. By Mark Schoeff Jr. Carolyn ...

While many financial advisors focus on investments, some can also help you with holistic financial planning including planning for retirement, saving for a child’s college tuition, planing your estate ...

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 ...

Discover the advantages of fee-based and fee-only advisory models for transparent, predictable financial planning and how ...

In 11 years, a platform for fee-only fiduciary planners has attracted 2,200 financial advisors who operate boutique practices and think independently.