Ep # 51: How Do We Get Compensated?

In this podcast, we clarify our fees and how we get paid.  We believe everyone should be paying for advice through a financial planning process.  We explain our process, the two ways we can get paid for financial planning, and how we get compensated for providing investment advice by managing assets. [3:02] Right now, we are fee-based[4:19] The two ways we get paid[5:04] Initial meeting & the proposal are free of charge[6:52] Our quoted fee is the fee[8:35] Subscription-based planning[12:21] Getting paid through investment management[15:28] Do I have to pay for trading?[16:47] Acting as a fiduciary[17:15] Are we compensated by some other party? No.[19:56] Assets are custodianed through LPL FinancialTracking # 1-05194678Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.