become an advice-only financial planner 2

https://financialadvisortechstackspark.summitviewdaily.com/posts/why-your-financial-advisor-tech-stack-matters-more-than-you-think

I switched from commission-based to advice-only financial planning last year. Now I pay a flat fee for a holistic plan that covers tax optimization, estate strategies, and investment allocation. No product pushing, just transparent guidance. It feels more like a partnership.