3min chapter

Kitces and Carl - Real Talk for Real Financial Advisors cover image

Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

How Much Does a Financial Planner Charge?

The first thing that jumps out to me at this like I can't answer what your minimum average fee per client is until you tell me how many clients you actually want to be serving. Some of us love the reach and impact of like I basically get a cram as many clients in there as my like brain can hold and my schedule can permit. Others are also man think most of us those are obviously extremes are kind of somewhere in the middle where like, I want to quote unquote reasonable number of clients That when I do a few meetings a year, I've still got the ability to service my clients and enjoy my life.

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