Start An Advice Only Practice Journal

For many financial advisors, the traditional asset-under-management (AUM) model feels increasingly misaligned with the work they actually want to do. Instead of managing portfolios and chasing returns, a growing number want to focus purely on comprehensive financial planning. This shift has given rise to the advice-only model, where clients pay a flat fee or subscription for planning services, not a percentage of assets. If you are considering making the leap, understanding