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The per-hour fee structure is often used by financial advisors offering advice on estateplanning; debt management; tax strategies; and Social Security claiming strategies. Many financial planners will do a portfolio review and provide investment advice for an hourly fee as well.
Their clients got more services, they were referred more. But Schwab and Fidelity give their, their teams this flexibility to say, look, if the client’s best served with an advi, another advisor go ahead and refer them. They still got their website, they still got their financialconsultant in the branch.
Find out if they focus on small businesses, startups, equity compensation, or specific industries, and if not, if they might be able to refer you to the firm best suited to meet your needs. Some tax advisors specialize in tax planning, while others may concentrate on auditing, financialconsulting, or simply annual tax filing.
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