Certified Financial Planner Board of Standards Inc.
03/10/2026 | Press release | Archived content
Why Flat Fees for Financial Advice Work When They’re Tied to Value Rather Than Portfolio Growth
As financial planning has expanded beyond investment management into areas like tax strategy, retirement income planning, equity compensation and estate considerations, the traditional percentage of assets fee model is being reassessed for how well it reflects the value delivered. Research from CFP Board shows that people who work with financial professionals report higher financial confidence and greater retirement preparedness than those who do not.
KiplingerDr. Preston Cherry, CFP® March 10, 2026
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