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Retirement Planning – Fee Only Investment Strategies

Q: I am looking for fee only financial planner, not to manage my assets but to help me develop an income strategy with recommended investments for my retirement years. Is this something available at CIA?

 

A: Fee only financial planners are allowed to charge their fee as in a variety of ways:

Hourly, Fixed (per task) or Flat Fees

Percentage of Assets Under Management

Performance Based Fees

 

At CIA, we are fee only and charge our fees as a percentage of assets under management. Our fee schedule is posted on our website: https://www.yourwealth.com/approach-3/fee-schedule.html

 

If you are looking for a fee only advisor to help you develop an income strategy, but not manage your assets, it sounds like you are looking for a fee only advisor that offers either an hourly, fixed or flat fee.

 

You can search for fee only advisors in your area at the following link that offer such services at: www.napfa.org


 

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