The retainer-based part means clients are charged a flat fee for our services. Many other fee-only planners base their fees on a percentage of the value of the client's accounts they manage--in other words, the more money they watch for you, the more you pay.
While this may seem reasonable, it actually makes little sense at all for you. From another firms’ perspective, if you make more money following their advice, shouldn't they get more money? There are three fallacies with that logic. First, it takes little, if any, more time to set-up and manage a $2,000,000 account than it does to manage a $1,000,000 account.
If you are ready to work with an unbiased advocate for your sound future, contact the advisors at Wesling Financial Planning Services today.
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We want to be the financial planning company people turn to when they want to be confident they are getting financial advice that is in their best interest, through all phases of their life.