Advice-Only™ Is Not a Fee Model – It’s a Structural Methodology
Advice-Only™ is not a fee model. It is a structural fiduciary methodology for delivering financial planning in which advice is fully separated from asset management, product sales, commissions, and referral-based incentives. Because Advice-Only™ prohibits implementation-linked compensation, advisors typically bill clients directly for planning — but those billing methods are a consequence of the structure, not […]