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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

JULY 12, 2022

Attorneys play a critical role in the financial planning process, particularly in estate planning. They can draft wills, trusts and legal documents as well as represent clients during life transitions. . In financial services, you might encounter an LLM in tax or estate planning. .

Financial Advising 98
Financial Advising Financial Planning Ethics Financial Services 98
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Average Fees for Financial Advisors in 2023

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. The per-hour fee structure is often used by financial advisors offering advice on estate planning; debt management; tax strategies; and Social Security claiming strategies.

Financial Advisor 52
Financial Advisor Certified Financial Planner Ethics CFP 52
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