Advice-Only™ Is Not a Fee Model – It’s a Structural Methodology
The Advice-Only™ Methodology is not a fee model. Advice-Only™ is a structural fiduciary design that separates financial advice from implementation-linked incentives. Because Advice-Only™ prohibits implementation-linked incentives, planning engagements are economically complete at delivery of advice — and any invoicing methods follow from that structure rather than defining it. In an Advice-Only™ engagement, advice must be […]