fee-only

Someone who provides financial advice to a client and is paid through an hourly or flat fee is generally called a fee-only or fee-for-service adviser.

The Globe and Mail - Home RSS feed Fee-only advice is client-friendly 2011

Someone who provides financial advice to a client and is paid through an hourly or flat fee is generally called a fee-only or fee-for-service adviser.

The Globe and Mail - Home RSS feed ROB CARRICK 2011

Someone who provides financial advice to a client and is paid through an hourly or flat fee is generally called a fee-only or fee-for-service adviser.

The Globe and Mail - Home RSS feed Fee-only advice is client-friendly 2011

Roger Streit , a fee-only financial adviser in Roseland, N.J., says he once suggested that a client refinance her mortgage.

Getting Clients to Take Action Jaime Levy Pessin 2012

Constance Stone , president of the fee-only financial-planning firm Stepping Stone Financial Inc. in Chagrin Falls, Ohio, doesn't have the authority to make trades in her clients' accounts, which are held at various securities firms.

Getting Clients to Take Action Jaime Levy Pessin 2012

Your best bet may be to hire a fee-only insurance adviser who can help you cut costs using a strategy known as "blending."

Honestly, What's the Best Policy Leslie Scism 2011

William Van Keulen , a fee-only planner and adviser with Carnick & Co. in Colorado Springs, Colo., oversees $200 million in assets, half of it in munis.

Financial Advisers on Munis: Don't Panic Daisy Maxey 2011

I typically suggest the worried spouse buy the wayward spouse an hour or two of time with a fee-only financial planner -- and then to stack the deck by calling ahead and explaining to the planner the message you're trying to get across.

Sticking My Nose Into a Friend's Business Jeff D. Opdyke 2011

Mr. Richelson, a fee-only adviser, oversees about $167 million in bonds at Scarsdale Investment Group in Blue Bell, Pa., for families and high-net-worth investors.

Financial Advisers on Munis: Don't Panic Daisy Maxey 2011

"Unless it is a no-brainer and you can really show that what you are getting is better than what you are giving up," investors should stick with the annuity they already own, says Glenn Daily, a New York-based fee-only insurance consultant.

Why Annuity Swaps Often Backfire Lavonne Kuykendall 2010