Looking for a financial planner? We invite you to start with our annual Top 25 lists, which are split into fee and commission firms, fee-only firms and banks that offer financial planning services.
What defines a fee and commission (also referred to as “fee-based”) financial planner?
It’s all in the way the planner is compensated. Fee-based/fee and commission planners receive a combination of fees (which may be an hourly charge, a retainer or a percentage of assets managed) and commissions…
