Free Financial Advisor Quote Template
Financial advisors quote before starting because the depth of a financial plan depends on the complexity of a client's assets, tax position, and goals. A clear fee structure distinguishes one-off planning work from ongoing investment management.
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Frequently asked questions
How much does a financial advisor charge?
Fee-only financial planners in Europe charge €150 to €300 per hour or a flat project fee of €500 to €2,500 for a comprehensive financial plan. Advisors who manage investments typically charge an annual management fee of 0.5% to 1.5% of assets under management. Initial advice on a pension transfer or investment might cost €1,000 to €3,000 depending on complexity.
What is the difference between a one-off financial plan and ongoing advice?
A one-off financial plan covers your current position and produces a written recommendations document. Ongoing advice includes annual reviews, responding to life changes, rebalancing portfolios, and tax-year planning. Quote these as separate services. Clients who only need a check-up don't need to pay for a full ongoing service.
Do financial advisors declare commission in their quotes?
In most European markets, advisors must declare any product commission or referral fees. Fee-only advisors charge only for their time and recommendations. If you receive commission from insurance or investment products, state this clearly in the quote. Clients choosing between advisors should understand the difference.
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