Choosing the right fee-only advisor

Getting a clear picture of how an advisor gets paid is a critical part of the due diligence process. On one end of the spectrum, some advisors receive a commission when an investment or insurance product is sold. On the other end, “fee-only” advisors may be paid a stated fee (flat rate, hourly rate, or a percentage of assets under management) by their clients in exchange for services.

 

 

Want to learn more? Download the white paper, Be Smart About Selecting a Financial Advisor

In this brief, Brightworth Partner and Wealth Advisor Annika Cushnie explains the different kinds of expertise offered by different types of advisors, and how to go about finding an advisor that works to help you meet your unique financial goals.

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