Remove 2015 Remove Compensation Planning Remove Fee Only
article thumbnail

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

In early 2015, Scott sold his ownership interest in the firm. Over the last three years, he has assisted many clients with their life insurance needs, and with evaluating the value of insurance based compensation plans offered by employers for his clients. He started Firstmetric a few years later.