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[DOCX File]University of Tennessee system
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*This LTC section is for use by your financial advisor. Personal Expenses. Current amount ... For example, if your auto operating expenses average $150 per month, but you expect to spend another …
cost of a financial advisor

[DOCX File]Confidential Financial Planning Questionnaire
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if the contract has previously included WD 2005-2064 (“average cost” H&W), make sure that you obtain and incorporate the most current revision of 2005-206. 4 — (not. 2005-206. 3 “per employee” H&W). Only use the even-numbered standard WD when the DOL rule requires continued use of an “average cost…
how much does a financial planner charge

[DOC File]Performance Standards/Performance Indicators
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Cost to record the bond issue and any additional cost if the financial advisor requires the original registration and then subsequent re-registration when the bonds are sold to the investor. …
how much financial advisor cost

How Much Does a Financial Advisor Cost? - SmartAsset
Financial advisor: stockbroker, financial consultant, certified financial planner. Analytical: economist, strategist, quant, investment or financial analyst ... Weighted average cost of capital. Long-term debt …
how much is financial advisor

Average cost of financial advisor