According to von Tobel, that pay structure is what makes all the difference.

FORBES: LearnVest Reinvests In Its Mission: Financial Planning For The 99%

For von Tobel, her experience since taking her first outside dollar in 2009 has been positive, something she credits to her relationship-minded approach to finding the right investors.

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When I raised my concern over allowing anyone access to my personal financial information, von Tobel reassured me that planners have no access to make changes, only to view think .pdf not word doc.

FORBES: LearnVest Reinvests In Its Mission: Financial Planning For The 99%