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Fee Based Planning

Some Clients Prefer Fee-Based Planning

Fee-based planning is a client-advisor relationship where the financial planner charges a fee for their services, independent of the financial products or investments recommended. This fee structure is in contrast to commission-based models where advisors earn commissions on the financial products they sell.

Our Difference

At GradePoint Financial, our fee-based financial planning offers a transparent, client-focused approach that aligns the interests of the planner with those of the client. Through comprehensive analysis, professional advice, and ongoing support, fee-based planning can be a valuable resource in helping individuals address their financial goals and build a successful financial future.