5 Minutes with Leanne

Why I'm Fee Only


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In this episode, I explain why I chose to become a fee-only financial planner after witnessing firsthand the conflicts of interest at traditional firms—breaking down how commission-based advisors can earn 3-5% upfront on your investments while being pressured by quotas and asset-gathering goals, and why paying directly for advice (like you would an attorney) ensures my recommendations are truly in your best interest rather than driven by product sales.

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5 Minutes with LeanneBy Leanne Ozaine