• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Jon Luskin, CFP® ● Hourly Advice for Do-It-Yourself Investors

Hourly Advice for Do-It-Yourself Investors

  • Home
  • About
  • Work with Jon
  • Blog
  • Bogleheads® Live
  • Publications
  • Speaking
  • Reading List

monthly retainer

Setting Fees for Financial Planning

September 28, 2017 By Jon Luskin Leave a Comment

Two recent episodes in setting financial planning fees merit sharing, and both have the same ultimate take-away: don’t think you’re not worth it – because the right clients think you are.

Case Studies in Unconventional Financial Planning Billing

July 28, 2017 By Jon Luskin Leave a Comment

The traditional financial planning billing model gives you two options for generating revenue: sell an annuity or some other similar commissioned product, or collect an asset management fee for managing a client’s Investment Portfolio.

Primary Sidebar

Is a Portfolio 2nd Opinion Right for You?

Get Your Free Assessment ➔

Get in Touch with Jon Luskin, CFP®

  • Email
  • LinkedIn
  • Twitter

Sign Up for New Blog Posts Delivered to Your Inbox

What I’m Reading Right Now

Recent Posts

  • How to Use Insurance
  • Bogleheads® Live ep. 7: Eric Balchunas on “The Bogle Effect”
  • Bogleheads® Live ep. 6: Dr. Sunil Wahal on hidden mutual fund costs
  • Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions
  • Bogleheads® Live Ep 4: Larry Swedroe on sustainable investing

Categories

  • Bogleheads® Live
  • Continuity, Succession & Exit Planning
  • Financial Planning
  • Investing
  • Practice Management
  • Real Estate Investing
  • Tax Planning

Jon Luskin, CFP® Follow

Hourly Advice for Do-It-Yourself Investors. "@Bogleheads® Live" host. Advice-Only #CFP®. #fiduciary. @SDFLC volunteer. Tweets ≠ Advice. https://t.co/GJqMxe3Uoj

JonLuskin
jonluskin Jon Luskin, CFP® @jonluskin ·
8h

Costs - more so than strategy or skill - determine investment returns.

Smart investors keep their costs low.

🤓

https://buff.ly/2R0hsGi

Reply on Twitter 1540394485762465795 Retweet on Twitter 1540394485762465795 1 Like on Twitter 1540394485762465795 2 Twitter 1540394485762465795
Retweet on Twitter Jon Luskin, CFP® Retweeted
socsecurityguy Social Security Guy @socsecurityguy ·
12h

Bogleheads® Live ep. 6: Dr. Sunil Wahal on hidden mutual fund costs #PFshare via @jonluskin https://jonluskin.com/bogleheads-live-ep-6-dr-sunil-wahal-on-hidden-mutual-fund-costs/

Reply on Twitter 1540333426942803968 Retweet on Twitter 1540333426942803968 1 Like on Twitter 1540333426942803968 Twitter 1540333426942803968
jonluskin Jon Luskin, CFP® @jonluskin ·
12h

When there are multiple solutions to a problem, choose the simplest one.
~Jack Bogle

#investing #investingtips

Reply on Twitter 1540334159662665728 Retweet on Twitter 1540334159662665728 2 Like on Twitter 1540334159662665728 8 Twitter 1540334159662665728
Load More

Is the Portfolio 2nd Opinion right for you?


Get Your Free Assessment ➔

Disclosures & Legal

Jon Luskin is a registered investment adviser in the states of Arizona, California, Florida, Louisiana, Massachusetts, New York, North Carolina, Texas, Virginia and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Copyright © 2022