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

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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.

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Recent Posts

  • Bogleheads on Investing 58: Mike Piper on “More than Enough”
  • Bogleheads® Live 44: Mr. Money Mustache – Early Retirement (FIRE)
  • Bogleheads® Live 43: Cybersecurity with Steve Ryder – Keeping Your Money Safe Online
  • Bogleheads® Live 42: How to Pay for College with Ann Garcia
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Disclosures & Legal

Jon Luskin is a registered investment adviser in the states of Arizona, California, Florida, Louisiana, Massachusetts, New York, North Carolina, Pennsylvania, Texas, Virginia and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Currently, there are no states where the adviser is not appropriately registered, excluded or exempted from registration – allowing the adviser to work with anyone in any state. 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.

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