Podcast | 09.24.25

Financial Planning: To Charge or Not To Charge?

by: BISA Staff and Stathis-Mittel

In this episode of the BISA Industry TrendWatch series, presented by BISA and Ameriprise Financial in partnership with Stathis-Mittel, we discuss the dynamics around charging for financial planning, and we cover the following related topics: 

• Should you charge, and if so, how much?
• What defines a plan?
•  Is bundling serves a better strategy than charging for planning alone?
•  What is the evolution of fee-based services?
• How will the next generations impact these strategies? 

Our guests are John Olerio from Lighthouse Credit Union and Wes Lacey, CFP, from Ameriprise Financial Institutions Group.