Advice-Only™ Is Not a Fee Model – It’s a Structural Methodology

Advice-Only™ is not a fee model. It is a structural methodology for delivering fiduciary financial planning without hidden incentives, conflicted revenue, or embedded pressure to sell, manage, or refer. Many people assume “Advice-Only” refers to how an advisor gets paid. That assumption is understandable — but it’s wrong. Payment matters. But structure matters more. Advice-Only™ […]