What is Fee-Only Planning?
Does Your Advisor Have Your Best Interests in Mind?
Jim Blankenship, CFP®, EA
This article examines one planner's thoughts on why a fiduciary standard of care is important to all Americans.
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Financial Products Are Sold, Not Bought
A. Todd Black
Sales Culture of the Financial Services Industry: An Introduction to Issues Surrounding Commission-Based and Fee-Only Compensation Structures - Financial Product Salespeople vs. Financial Advisors
This article, written for a professional journal for arbitrators, discusses the mpact on consumers of the sales and commission orientation of most financial advisors. It was written by A. Todd Black, a NAPFA-Registered Financial Advisor.
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How One Planner Describes Comprehensive Planning
Nancy Bryant, MBA, CFP®
What does comprehensive financial planning entail? This article outlines the various areas that a planner that should address for you.
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Making the Case for Fee-Only Financial Planning
Catherina Pareto
Financial Planning Pitfalls to Avoid for High Net Worth Investors
NAPFA member Catherina Pareto explains why high-net-worth individuals and families should be wary of commission-compensated investment advisors.
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The Fee-Only Difference
Carleton McHenry
What is a Fee-Only Financial Advisor?
NAPFA-Registered Financial Advisor Carleton McHenry contrasts Fee-Only and commission-based advisors.
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The High Cost of a "Free" Financial Plan
The CFA and the Nat'l Inst. of Consumer Education
This essay, prepared by the Consumer Federation of America and the National Institute of Consumer Education, explains the differences between different types of financial planners and explains why a "free" financial plan may be more costly than one prepared by a Fee-Only planner.
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