Compensation
COMPENSATION METHODS
Fee OnlyCOMPENSATION CONSIDERATIONS
We charge a fee for the financial plan and we charge a management fee for the assets we manage.
Adam Werner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EP Wealth Advisors in San Diego, CA and the surrounding communities.
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Is financial infidelity really “the new normal1?” With 31 percent of couples who share finances indicating that they have been deceptive about...
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There are few challenges more difficult than going through divorce and having a special needs child. As a divorced, single parent of a...
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Retirement can be daunting to figure out, because the implications of your choices tend to get magnified. A market drop or negative health...
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With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...
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You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
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Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
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I was speaking to a friend the other day who just had her first child at the age of 40. We were discussing the many changes in lifestyle she...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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The Problem/GoalIsabella Ryan and Ethan Sloane have plans on getting married, some day. But in the meantime, they want to get their financial...
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If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...
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