A Fee-Only planner as one who, in all circumstances, is compensated solely by the client, with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product. For example in the U.S a NAPFA member or affiliate may not receive commissions, rebates, awards, finder.s fees, bonuses or any form of compensation from others as a result of a client.s implementation of the individual.s planning recommendations.
*This advanced search option is still under construction and not fully populated. There may be additional advisors in our directory that have not yet identified themselves as fee only. |