In this podcast, we clarify our fees and how we get paid.  We believe everyone should be paying for advice through a financial planning process.  We explain our process, the two ways we can get paid for financial planning, and how we get compensated for providing investment advice by managing assets. 

[3:02] Right now, we are fee-based
[4:19] The two ways we get paid
[5:04] Initial meeting & the proposal are free of charge
[6:52] Our quoted fee is the fee
[8:35] Subscription-based planning
[12:21] Getting paid through investment management
[15:28] Do I have to pay for trading?
[16:47] Acting as a fiduciary
[17:15] Are we compensated by some other party? No.
[19:56] Assets are custodianed through LPL Financial

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For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com

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Email us at info@haasfinancialgroup.com

Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.