advice-only financial planning 2

https://riacompliancesupportblog.inkharbory.com/posts/the-case-for-dedicated-ria-compliance-support-in-modern-wealth-management

Advice-only financial planning means you pay a flat fee or hourly rate for professional guidance, not for someone to manage your money. It's like hiring a coach who helps you build your own financial roadmap, answering questions about budgeting, investing, or retirement, but you handle the trades and accounts yourself. This approach can be a good fit if you want expert input without ongoing management costs.