Investment News Digital Exchange - Flat Fee Only

In early September I attended XYPN Live in St. Louis, MO. The conference, hosted by XY Planning Network, is designed for fee-only financial advisors who are committed to independence, a fiduciary standard of care, and professional growth.

I had the opportunity to speak with the Digital Exchange team at Investment News about why I designed a firm based on a flat fee only compensation model.

They were gracious enough to edit it and provide me with a copy to share. (Pardon the background noise—this was at a conference, after all).

Donovan Sanchez