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Selecting an Advisor

Planning Service Fees

Your Edmond Financial Group advisor will provide full disclosure regarding fees upfront. Edmond Financial Group and/or its financial advisors may be compensated through1:

  1. Commissions paid by affiliated and referral companies as a result of the placement of investment, insurance and other financial products on your behalf.
  2. Fee-based on the time your advisor spends fulfilling your planning needs, charged at a rate of $325 per hour.
  3. A combination of commissions (#1 above) and planning fees (#2 above).
  4. A fee-offset arrangement where fees would initially be based on the time your advisor spends fulfilling your planning needs, charged at a rate of $325 per hour. These fees would later be reduced to reflect any commissions received as a result of the placement of investment, insurance and other financial products on your behalf. Note that the fee-offset calculation would only include fees earned on investment assets outside the realm of the applicable Insurance Act(s).

For more information, please speak with your Edmond Financial Group advisor.

1 More detailed information regarding advisor compensation can be found in the Edmond Financial Group Client Engagement Agreement, available upon request.