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Texas Financial Advisor?

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  • jfoxcpacfp jfoxcpacfp 
    Moderator
    Status: Financial Advisor, Accountant, Small Business Owner
    Posts: 6944
    Joined: 01/09/2016
    Earnest refinancing bonus

    Thank you, Tim, I’ve wondered, also. (fwiw, we do not us an AUM structure, only flat fees in both firms.)

    Johanna Fox Turner, CPA, CFP, Fox Wealth Mgmt & Fox CPAs ~ 270-247-0555
    https://fox-cpas.com/for-doctors-only/

    #158047 Reply

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