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  • What is a “Fee-Only” Financial Advisor and Why is it Important?

    • January 13, 2020
    • Posted by: Parker Evans
    • Category: Brokers, Financial Planning, life insurance
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    According to the CFP Board, a “fee-only” financial advisor must not receive sales-related commissions.

    A life insurance agent, who accepts commissions, from an insurance agency or insurance company, for example, is not a “fee-only” only advisor. Likewise, a Series 7 Registered Representative paid a sales commission by a Broker-Dealer for selling investments.

    Here’s why we believe the “Fee-Only” method of compensation to be the most transparent and objective model of advisor compensation.

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