Solo Financial Planner Services
Offering fee-for-service financial planning

Benefits of the Fee-for-service model:
Own your own business
Be part of a team of like-minded professionals who share the same passion and vision for financial planning
Minimal start up costs
Comprehensive compliance and technology support
Integrated financial planning practitioner training program
Collaboration with referral sources
Training to become a fee-for-service personal financial planner provided by Financial Planning Advocate, LL