Fee-Only Financial Planning Platform

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Fee-Only Financial Planning Platform

Inspired by a conversation on:

MoneyWatch with Jill Schlesinger

MoneyWatch with Jill Schlesinger

Expanding What’s Possible With Money Part One

Host: Jill Schlesinger

Timestamp: 00:04:13 - 00:05:39

Listen to Episode • View Podcast • All Ideas from MoneyWatch with Jill Schlesinger

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Feather Flow

Direct Quote

"Fee only means that you I'm not getting paid by what I put you in. I'm like a lawyer. You're retaining me."

Market Gap

Consumers struggle to find unbiased financial advice.

Many consumers face challenges when seeking financial advice, often finding that advisors have conflicts of interest, such as earning commissions on products they sell. This can lead to mistrust and suboptimal financial decisions. Individuals looking for financial planning may be confused about the fee structures used by advisors and may not understand the value of fee-only structures versus commission-based ones. Without clarity, they risk making decisions that do not align with their financial goals or values. As the financial services industry evolves, there is a growing demand for transparent, unbiased financial advice that focuses on the client's best interests rather than sales incentives.

Summary

A fee-only financial planning platform that connects users with certified financial planners who operate under a fiduciary standard. This platform would ensure that all advisors listed provide unbiased advice based solely on the client's needs, without the pressure of commission-based products. Users could select planners based on specialty, such as retirement planning, investment advice, or estate planning. The platform could include tools for initial financial assessments, ongoing financial health checks, and educational resources to empower users in managing their financial futures. This service would appeal to individuals seeking clarity and trust in their financial planning process.

Categorization

Business Model
Service
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$4,000 - $10,000 MRR
Moderate (Most Likely)
$10,000 - $30,000 MRR
Optimistic
$30,000 - $60,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
7/10
Feasibility
6/10
Market Potential
8/10
Evidence
7/10
Overall
7/10
Found on October 4, 2025 • Analyzed on October 4, 2025 8:08 AM

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How should I validate this service idea before building it?

2:34 PM

Great question! For a service idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Subject Matter Expert to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
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