Episode 305: Fee-Based vs. Fee-for-Service: Choosing the Right Financial Advisor

2025-04-22

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Welcome to this week’s episode of Think Smart with TMFG! Join Senior Financial Advisors Rob McClelland and Mike Connon from Asante Capital Management as they break down the key differences between fee-based and fee-for-service advisors, helping you figure out which model best supports your financial goals. Are you overpaying for financial advice? And how much does your advisor’s fee structure really affect how well your financial plan gets implemented? Rob and Mike dive deep into the rea...

Welcome to this week’s episode of Think Smart with TMFG! Join Senior Financial Advisors Rob McClelland and Mike Connon from Asante Capital Management as they break down the key differences between fee-based and fee-for-service advisors, helping you figure out which model best supports your financial goals. Are you overpaying for financial advice? And how much does your advisor’s fee structure really affect how well your financial plan gets implemented?

Rob and Mike dive deep into the real costs, levels of accountability, and execution challenges that come with different types of financial planning. Learn why implementation can be one of the toughest parts—and how choosing the right advisor can make all the difference in keeping your investments, retirement, and estate planning on track.

Tune in, and don’t miss this chance to cut through the noise and get smarter about your financial future!

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