Скачать или смотреть What's the difference between ‘Fee Based Financial Planning’ and a ‘Commission Based Advisor

Know what your paying for and what services you will be receiving

10 key questions on the differences between ‘Fee Based Financial Planning’ and a ‘Commission Based Advisor’. Peter - why is this so important to know?

0:00 - Intro
1:02 - What items pay commission to the adviser?
3:11 - How does fee for service work?
6:52 - Are Financial Planning Fees tax deductible?
8:22 - What is a Hybrid Fee for a Service Plan?
11:29 - What services should you expect from a financial advisor for your fees?
21:41 - How do Mutual Fund fees and portfolio management fees differ in the Fee for service Model?
25:10 - What are the tax treatments of each system?
27:10 - How does a mortgage fit into the fee for service model?
49:57 - How to taxes and wills and those related items work?
34:22 - In summary do you get the same from both?


The goal of our podcast is to educate listeners and viewers so they can take control of their personal finances saving money on fees, getting better returns on their investments, and paying less taxes.

Each episode our hosts David Pratt and Peter Cishecki, President of the Everything Financial Group, are joined by industry expert guests to discuss in-depth everything you need to know about the most important topics in the world of personal finance.

Have a question for our hosts? Get your burning questions on anything in the world of personal finance answered on a future episode. Email us at [email protected]

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