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Average Fees for Financial Advisors in 2023

Harness Wealth

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Between 0.5%

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I hope you’ll at least join my weekly newsletter about financial advisor lead generation.

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5 Questions to Ask When Choosing a Tax Advisor

Harness Wealth

The first answer you need from any potential tax advisor or accountant should be regarding their experience in your particular area of need. 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.