Fees and Services: From Traditional AUM to Flat Fees and Three Service Levels with Dan Haylett [Ep52]
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We’re taking a deep dive into how TFP Financial Planning in the UK has structured their fees and service offerings. This was was a big transition for them moving to fixed fees for both initial and ongoing services.

My guest is Dan Haylett, a Life Centered Financial Planner at TFP which is at the forefront of evolving fee and service models in the continuing shift away from the AUM model.

Dan also shares why the AUM model doesn’t make sense anymore and his passion for full transparency of what they do and how they charge, and why they clearly list it all online.

Links, show notes and timestamps at https://innovatingadvice.com/post/episode52.)

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