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Not Made of Money? Financial Advice Is Still for You

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There’s no question you need money to make a financial advisor worthwhile: You wouldn’t hire a landscaper if you didn’t have a yard, or lease dock space without a boat.

But the idea that you need a lot of money to seek out — and benefit from — financial advice is largely a misconception, says Shannon Pike, president of the Financial Planning Association.

“Financial planning is for everyone,” says Pike. “If you don’t do the blocking and tackling early on in your finances — and that might even be with your first paycheck or first job — you run the risk of setting up bad financial habits, which are going to be hard to correct later down the road.”

Yet many financial advisors charge their fees as a percentage of assets under management. The...

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