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Financial Planning Fees You See and Those You Dont

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Published on Oct 30, 2009

Not long ago I was meeting with a couple who were relatively new clients. We were going over data on a recent mutual fund investment, and I commented that I was surprised to see the fund offered a commission of 2.25%. As a fee-only financial planner, I rarely pay much attention to whether a fund pays a commission to a broker. I purchase mutual funds on behalf of my clients through a discount broker where no commissions are included in the price.Rick Kahler, CFP, resides in Rapid City, South Dakota and is a fee-only financial planner. He is the co-author of "The Financial Wisdom of Ebenezer Scrooge".

The commentary on this website reflects the personal opinions, viewpoints and analyses of the Kahler Financial Group, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Kahler Financial Group, Inc. or performance returns of any Kahler Financial Group, Inc. Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Kahler Financial Group, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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