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Hourly Consulting Program

In situations where clients have specific needs that don’t justify a comprehensive financial plan, the LPL Financial hourly consulting program can be a valuable tool. Hourly consulting is a flexible and affordable option for clients seeking sound financial guidance delivered in a deliberate, goal-oriented manner.

Advisor benefits:
  • Through the hourly consulting program you are paid for financial advice provided to clients and are not required to deliver a full financial plan
  • Hourly consulting allows you to further diversify your client base without an adverse impact on profitability
  • Hourly consulting can be an ideal approach for serving multigenerational clients and families, allowing you to serve the needs of and retain younger family members in an affordable and profitable manner as they build wealth over time
  • It also allows you to serve one-off needs of current financial planning clients seeking analysis or advice on a situation or circumstance outside the scope of their financial plan

Hourly Consulting brochure