Assets, Estate Planning and Financial Guidance

How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+

MainStreet Financial Planning

MARCH 7, 2025

When choosing a financial advisor, how they charge for their services can significantly impact your long-term wealth. The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management).

Fee Only

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What Do Financial Advisors Do?

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes.

Financial Advisor

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Winning in Finance and Sports With Peter Winovich III

NAIFA Advisor Today

OCTOBER 16, 2024

With 16 years of experience, he transitioned from college football to a career where he tailors holistic plans encompassing estate planning and asset management. Recognizing the impact of financial guidance, he thrives on creating positive changes for his clients and aspires to leave a lasting legacy through his work.

Financial Guidance

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Book of Secrets on the Month-End Close

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How To Build Generational Wealth

Clever Girl Finance

FEBRUARY 7, 2023

However, I'm specifically referring to the financial resources that you are able to leave behind. Wealth takes many forms, such as real estate assets , investments, or a financial education to carry forward into the future. The more you think about your own financial life, the more you realize how important money can be.

Education

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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.

Financial Planning

Financial Planning Clients Planning Education

Accounting Advisory Services: A Comprehensive Guide for CPAs

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies.

Accounting

Accounting Taxes Strategic Planning Estate Planning

Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

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How to Choose a Personal Financial Advisor

Park Place Financial

SEPTEMBER 8, 2022

Working with a personal financial advisor that offers comprehensive services is sensible, especially if you have various concerns. Typically, these advisors are skilled in multiple areas, such as general wealth management or estate planning. Certified Financial Planner (CFP) . Seek a Reliable Personal Financial Advisor .

Financial Advisor

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Is It Worth Paying a Financial Advisor 1%?

WiserAdvisor

AUGUST 3, 2023

One common aspect that most individuals consider is the cost associated with engaging a financial advisor. Working with a financial advisor entails a financial commitment, typically represented by an annual fee of 1% of the assets entrusted to their management. What is a financial advisor’s 1 percent fee structure?

Financial Advisor

Financial Advisor Retirement Planning Fee Only Retirement

The Battle of Advice: ChatGPT vs. a Financial Advisor on Retirement Planning

WiserAdvisor

JULY 27, 2023

They will have access to more detailed information about your assets, income, expenses, and risk tolerance, which is crucial for crafting a comprehensive retirement strategy. Assess Your Current Financial Situation: Gather information about your current income, expenses, assets, and debts. Need a financial advisor?

Retirement Planning

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Average Fees for Financial Advisors in 2023

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. But understanding the costs associated with these services can be complex.

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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

MAY 4, 2020

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.

Nonprofit

Nonprofit Investing Investments Clients

Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

SEPTEMBER 4, 2019

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets. BACKGROUND.

Nonprofit

Nonprofit Investing Investments Clients

A Guide to the Key Tax Changes for 2025

Harness Wealth

JANUARY 28, 2025

Harness makes it easy to find tax and financial advisors best suited to your needs. For individuals with investments in assets such as stocks, real estate, and other securities, changes in the capital gains taxespecially long-term capital gainswill be particularly relevant. Starting at $1,500 per year.

Taxes

Taxes Planning Retirement Estate Planning

Financial Advisor Source

How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+

What Do Financial Advisors Do?

Webinars

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Winning in Finance and Sports With Peter Winovich III

Webinars

How To Build Generational Wealth

Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

Accounting Advisory Services: A Comprehensive Guide for CPAs

Why do Physicians Need Financial Advisors and How to Find Them

How to Choose a Personal Financial Advisor

Is It Worth Paying a Financial Advisor 1%?

The Battle of Advice: ChatGPT vs. a Financial Advisor on Retirement Planning

Average Fees for Financial Advisors in 2023

Beyond Investing: Strategic Advice for Nonprofits

Beyond Investing: Strategic Advice for Nonprofits

A Guide to the Key Tax Changes for 2025

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