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She was awarded a JD in September 2018 and passed the California Bar Exam in February 2019. As a flat-fee, advice only practitioner, she adheres to the fiduciary standard of undivided loyalty to her clients. In 2008, Kelly began working directly with clients as a financial planner.
What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. SARA GRILLO, CFA: Only movement were in term come from… First of all, do that.
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investmentplan for each client using low-cost asset class and index funds. Grillo: Alright, so JR Do you wanna go over your slides, if I just share them… 0:48:59.3
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