Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. This fee covers not only investment management, but also financial planning.

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Sara Grillo

MAY 24, 2024

Financial advisor fees can be reduced – here are some ways. But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Read about the six core fiduciary duties.

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Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? For those of you who are new to my blog, my name is Sara. 3 Certain other aspects of an adviser’s fiduciary duties are grounded in the law of trusts.4 Let’s debate it!

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

WiserAdvisor

AUGUST 18, 2023

Below are the different types of financial advisors you can choose from based on their fee model: 1. Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products.

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Financial Advisor Commission Fee Only Financial Planning 52

International College of Financial Planning

AUGUST 31, 2023

Some of the personal financial advisors get registered as RIA (Registered Investment Advisor) with the Securities and Exchange Board of India and operate on a Fee-only model. Their fiduciary duty obliges them to always act in the best interests of their clients, minimizing potential conflicts of interest.

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Portfolio Certified Financial Planner Investments Investing 52

Inside Information

SEPTEMBER 28, 2021

It says that the fiduciary duty covering investment advisors would apply to the entire advisor-client engagement, and arise as a matter of law whenever an investor gives an RIA his/her trust and confidence. Does any of this sound familiar about today’s marketplace?).

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Financial Planner Financial Planning Commission Sales 40

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. For those of you who are new to my blog, my name is Sara. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Do advisors breach fiduciary duty when they fail to recommend annuities?

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Insurance Retirement Financial Advisor License 59