Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with ...

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 ...

The organization is being criticized for not emphasizing fee-only planning enough in its new strategic framework.

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 ...

If a financial planner or financial advisor is fee-only, that means they receive compensation solely from the fees clients pay from their services. They do not earn commissions or kickbacks for ...

A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only planning. But not all advisors are sold.

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 ...

Prudential Advisors’ Nadine Oliver, of Taylor, has been listed on the Forbes 2025 Top Financial Security Professionals Best-In-State list. This annual list, compiled by independent research firm SHOOK ...

Discover five of the top financial advisor companies for retirees.

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Written By Written by Staff Money Writer, WSJ | ...