Fee Structure and Discounts for Combined Services
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Do You Adjust for Expense Ratio in Long-Term Return Projections?
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Questions on Financial Planning Fee Structure
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Title: Timeline for Onboarding New Clients – Financial Planning and Investment Management
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Anyone Using Block Trading with Charles Schwab?
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
How Do You Keep Your LLC Information Private from Scammers?
A limited liability company is the US-specific form of a private limited company. It is a business structure that can combine the pass-through taxation of a partnership or sole proprietorship with the limited liability of a company. This subreddit is a place to discuss this type of organization.
Feedback on AUM fee structure
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Solo RIA Website Insights: What Do You Like, and What Would You Avoid?
How long does it typically take for a large bank to open a business checking account for a single-member LLC offering investment advisory services?
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Advisor Website Insights: What Do You Like, and What Would You Avoid?
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Using Schwab as Custodian – Business Checking for Solo LLC
Using Schwab as Custodian – Business Checking for Solo LLC
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
No-fee business credit card with the highest cash-back rate
A subreddit for discussing credit cards. Be sure to read sub rules before posting, use the resources linked in the sidebar / about section of the sub, and use search to see if your question has already been answered.
Naming Requirements for LLC Registration and EIN Application
A limited liability company is the US-specific form of a private limited company. It is a business structure that can combine the pass-through taxation of a partnership or sole proprietorship with the limited liability of a company. This subreddit is a place to discuss this type of organization.
Business Checking Account for a Single-Member LLC
A limited liability company is the US-specific form of a private limited company. It is a business structure that can combine the pass-through taxation of a partnership or sole proprietorship with the limited liability of a company. This subreddit is a place to discuss this type of organization.
Minimum Fees for Clients with Small Accounts when Starting
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Implementing Custom Stock Portfolios: Process & Fees
Implementing Custom Stock Portfolios: Process & Fees
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Seeking Recommendations for Solo RIA Registration and Required Documentation
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
How many tiers are too many in a tiered fee structure?
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
What title and firm name would you recommend?
Free or low-cost financial planning software for starting small independently
How do you handle managing clients' 401(k) fees?
How do you handle managing clients' 401(k) fees?
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
How much of a discount do you offer to close friends?
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
