Since Comprehensive Financial Planning clients pay us a fixed fee for advice, we have less incentive to "collect assets" to take a percentage for compensation.* Thus, we won't pressure you to transfer accounts to us. It may be in your best interest to leave an account where it is, to invest certain assets with a specialized adviser, or to manage some accounts yourself. Furthermore, the more fees you pay out of an investment account, the slower that account grows.
*Comprehensive Financial Planning clients who sign an additional contract for us to manage some or all of their investment assets will pay us a percentage of assets under management (AUM) based on our fee schedule. See the "Investment Management" page for more details and pricing.