Only 2 in 10 CFP’s don’t have the ability to sell you some sort of financial product! The eight that can sell you a product as well as work on a fee arrangement are known as fee-based advisors in the industry. But the term fee-based is misleading because the advisor can earn a fee AND receive commissions. The proper term should be fee and commission based advisor! Unless, of course an advisor is fee-only. Once fee-only, no commissions can be earned! Now who would you rather do business with today – one of the 8 or one of the 2 whose interests are best aligned with your own? Remember to ask your advisor just one more question before you hire them… Mr Advisor, do you have the ability to earn commissions?
The Hidden Wealth Builder: How an Optimized Tax Strategy Keeps More Money in Your Pocket
September 7, 2026
Learn how proactive tax planning, asset location, Roth conversions, and tax-efficient withdrawals can help reduce your lifetime tax burden.
