In financial services, there are 3 typical payment models:
- Commission—where a 3rd party pays the professional for selling products and services to you.
- Fee-based—where the professional charges you fees and accepts commission from a 3rd party
- Fee-only—where the professional accepts fees only from you.
Marshall Financial is fee-only.
This is to ensure that our advice is always and entirely based on what is best for you, not biased by the interests of any 3rd party. The financial planning fee is based on the complexity of your financial situation and the time we expect to spend on your behalf, and will be quoted after your initial consultation.