In an interview with Monetary Advisor Journal he was in favor of CPAs referring purchasers to advisors and commented CPAs needs to be leveraging client relationships to get compensation they wouldn’t otherwise receive.” He stories seeing the standard ongoing price in these preparations is 25 to 35 foundation factors.four Referring a $500,000 consumer with a 30 foundation level (3/10 of 1 %) referral fee generates a $1500 referral payment.