Remove Financial Consultant Remove Financial Services Remove Tax Planning
article thumbnail

What are the Different Types of Financial Advisors?

WiserAdvisor

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. The SEC and several state and local agencies regulate and monitor financial advisors.

article thumbnail

Average Fees for Financial Advisors in 2023

Harness Wealth

Chartered Financial Consultant (ChFC): This designation is issued by The American College of Financial Services. ChFCs have undergone extensive education and experience requirements, focusing more heavily on practical applications of financial planning. Tax services provided through Harness Tax LLC.

article thumbnail

Financial Planning for High-Net-Worth Individuals

WiserAdvisor

If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same. Keep reading to know more about the financial planning process for high-net-worth individuals and how it can benefit you: 1.