Frequently Asked Questions
For Clients
What questions can financial planners help with?
What does it mean to be “Advice-Only”?
What’s the difference between “Advice-Only”, “Fee-Only”, and “Fee-Based” financial advisors?
How do I find the right financial advisor for me?
How much does it cost to work with an AdviceOnly financial advisor?
Are financial advisors only for rich people?
Are there any other hidden fees or additional costs to hire an AdviceOnly financial advisor?
How do I contact an AdviceOnly financial advisor that I’m interested in working with?
Are there any other hidden fees or additional costs to hire an AdviceOnly financial advisor?
For Advisors
What benefits are included with AdviceOnly membership?
What percentage of revenue do AdviceOnly members keep?
What services can AdviceOnly members provide to clients?
What’s the process to apply to become an AdviceOnly member?
Who “owns” the client relationships for AdviceOnly financial advisors?
Are AdviceOnly members employees or independent contractors of the firm?
Can AdviceOnly members operate under a DBA using their own brand name?
Why would an advisor join AdviceOnly instead of starting their own RIA?
How much does it cost to join AdviceOnly?
About AdviceOnly
What is AdviceOnly.com?
Is AdviceOnly a Registered Investment Advisor (RIA)?
What is a Public Benefit Corporation, and why is AdviceOnly set up as one?
Who is eligible to become an AdviceOnly member?
Are all AdviceOnly financial advisors fiduciaries?
Do AdviceOnly financial advisors provide hourly services?
Do AdviceOnly financial advisors provide ongoing services?
Who is behind AdviceOnly?
How do I contact the team at AdviceOnly?
Frequently Asked Questions
For Clients
What questions can financial planners help with?
What does it mean to be “Advice-Only”?
What’s the difference between “Advice-Only”, “Fee-Only”, and “Fee-Based” financial advisors?
How do I find the right financial advisor for me?
How much does it cost to work with an AdviceOnly financial advisor?
Are financial advisors only for rich people?
Are there any other hidden fees or additional costs to hire an AdviceOnly financial advisor?
How do I contact an AdviceOnly financial advisor that I’m interested in working with?
Are there any other hidden fees or additional costs to hire an AdviceOnly financial advisor?
For Advisors
What benefits are included with AdviceOnly membership?
What percentage of revenue do AdviceOnly members keep?
What services can AdviceOnly members provide to clients?
What’s the process to apply to become an AdviceOnly member?
Who “owns” the client relationships for AdviceOnly financial advisors?
Are AdviceOnly members employees or independent contractors of the firm?
Can AdviceOnly members operate under a DBA using their own brand name?
Why would an advisor join AdviceOnly instead of starting their own RIA?
How much does it cost to join AdviceOnly?
About AdviceOnly
What is AdviceOnly.com?
Is AdviceOnly a Registered Investment Advisor (RIA)?
What is a Public Benefit Corporation, and why is AdviceOnly set up as one?
Who is eligible to become an AdviceOnly member?
Are all AdviceOnly financial advisors fiduciaries?
Do AdviceOnly financial advisors provide hourly services?
Do AdviceOnly financial advisors provide ongoing services?
Who is behind AdviceOnly?
How do I contact the team at AdviceOnly?
Frequently Asked Questions
For Clients
What questions can financial planners help with?
What does it mean to be “Advice-Only”?
What’s the difference between “Advice-Only”, “Fee-Only”, and “Fee-Based” financial advisors?
How do I find the right financial advisor for me?
How much does it cost to work with an AdviceOnly financial advisor?
Are financial advisors only for rich people?
Are there any other hidden fees or additional costs to hire an AdviceOnly financial advisor?
How do I contact an AdviceOnly financial advisor that I’m interested in working with?
Are there any other hidden fees or additional costs to hire an AdviceOnly financial advisor?
For Advisors
What benefits are included with AdviceOnly membership?
What percentage of revenue do AdviceOnly members keep?
What services can AdviceOnly members provide to clients?
What’s the process to apply to become an AdviceOnly member?
Who “owns” the client relationships for AdviceOnly financial advisors?
Are AdviceOnly members employees or independent contractors of the firm?
Can AdviceOnly members operate under a DBA using their own brand name?
Why would an advisor join AdviceOnly instead of starting their own RIA?
How much does it cost to join AdviceOnly?
About AdviceOnly
What is AdviceOnly.com?
Is AdviceOnly a Registered Investment Advisor (RIA)?
What is a Public Benefit Corporation, and why is AdviceOnly set up as one?
Who is eligible to become an AdviceOnly member?
Are all AdviceOnly financial advisors fiduciaries?
Do AdviceOnly financial advisors provide hourly services?
Do AdviceOnly financial advisors provide ongoing services?
Who is behind AdviceOnly?
How do I contact the team at AdviceOnly?
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