easy · Certified Financial Planner Investment Planning
Gupta is a CFP® professional who charges hourly fees for financial planning. Gupta's spouse owns an insurance agency and Gupta refers clients there for disability coverage. The agency pays no referral fees to Gupta, but the spouse earns commissions.
How must Gupta describe their compensation?
- Commission-only
- Fee-only
- Fee-based
- Fee-only, provided the spousal relationship is disclosed in writing.
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