The Wealthtender Guide to

Subscription-Based Financial Advisors

Is a Financial Advisor Who Offers Subscription Pricing Right for You?

Over the last several years, American have grown accustomed to subscription-based pricing, from streaming television services like Netflix to cell phone apps and software.

And today, a number of financial advisors are offering financial planning services with subscription-based pricing, charging their clients a monthly, quarterly or annual subscription fee.

These services can range from $50 per month to $500 per month (or more), depending on the level of service and support provided.

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