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Investing Blog Roundup: Advice-Only Financial Planning

A 2020 Kitces Research survey found that roughly 70% of advisors charge based on assets under management. For many people — especially people with a history of taking a DIY approach to personal finance — that’s a deal breaker. Despite recognizing the value of getting advice from a professional at various points in time, they’re uninterested in paying an ongoing fee.

The result: a growing sub-field of “advice-only” financial planning.

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