Independent RIA

Are any RIAs charging for maddening 529 plans? If so, how?

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works at

I think you could “indirectly” charge by having a slightly higher AUM % on other assets or do a fee based financial plan (either one-time or ongoing) I do them for free as a value-add.

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I think you could “indirectly” charge by having a slightly higher AUM % on other assets or do a fee based financial plan (either one-time or ongoing) I do them for free as a value-add.

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*managing

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