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, planning engagements are economically complete at delivery of advice — and any invoicing methods follow from that structure rather […]