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Blog Fee Only Financial Planning 
eMoney Advisor
MAY 1, 2023
.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.
XY Planning Network
DECEMBER 18, 2023
Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
eMoney Advisor
MARCH 16, 2023
When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. Along the way, I’ve gathered six key insights about financial planning for Millennials. However, sometimes it gets to be too much when it comes to financial topics.
Sara Grillo
OCTOBER 21, 2022
In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.
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XY Planning Network
JULY 25, 2022
As the business of financial advice continues to evolve, so too do the service models and compensation structures that advisors offer. 4 MIN READ.
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XY Planning Network
DECEMBER 19, 2022
Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year.
Sara Grillo
JANUARY 8, 2024
While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. For those of you who are new to my blog, my name is Sara. Repeatable?
Your Richest Life
JULY 15, 2022
Writing more than 190 blog posts for my own website . Listed as a D Magazine Best Financial Planner for the seventh year in a row. Named an Investopedia Top 100 Financial Advisor for the third time. As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. .
Inside Information
JULY 25, 2024
I can tell you that when I was editor of Financial Planning magazine, I discovered that there is a whole public relations ecosystem churning out favorable press releases and miscellaneous announcements that they would position as ‘news.’ Executive hires are very important for you to be aware of.
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XY Planning Network
AUGUST 19, 2024
Transitioning from a solo operation to a dynamic team can be a game-changer for boutique financial planning firms. In this blog, we’ll explore how a well-defined culture enhances employee engagement and satisfaction and directly impacts your bottom line.
Sara Grillo
JANUARY 9, 2023
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?
Sara Grillo
DECEMBER 13, 2024
Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.
Your Richest Life
JULY 2, 2024
When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financial planners.
Your Richest Life
AUGUST 4, 2023
When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. Your Richest Life turns nine this month!
XY Planning Network
NOVEMBER 13, 2023
Those who work in financial planning know: it’s never too early to start. Move over, Millennials; there’s a new class in town. Generation Z (Gen Z) is the latest age group phasing into the workforce.
Your Richest Life
OCTOBER 1, 2022
Natural Disaster Preparedness: Financial Prep. I’ve talked on the blog before about having an emergency fund , and why it matters. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.
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Indigo Marketing Agency
JANUARY 4, 2022
Fee-Only Web Page Financial advisors know a lot of jargon. Even simple terms like “fee-only” may leave them scratching their heads. Fee-Only Web Page Example 1 Fee-Only Web Page Example 2 2. Sample Financial Plan Web Page Example 1 Sample Financial Plan Web Page Example 2 9.
FMG
AUGUST 4, 2022
It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. Your firm has a consistently updated section for blogs and other insights. The blog on the site is a combination of relevant FMG content and articles that I’ve written.
XY Planning Network
AUGUST 28, 2023
Deciding to take the leap to start your own financial planning firm can be very scary. In this peer-to-peer guest series, we take a deep dive into those decisions as XYPN members share their stories, resources, regrets, and successes experienced while deciding to leap and then to launch their financial planning practice.
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Indigo Marketing Agency
FEBRUARY 6, 2020
Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. Develop a blog content calendar. About Bryan Lee, CFP ®.
Your Richest Life
JUNE 3, 2024
Here are some blog posts about budgeting that go more in depth about setting up a successful budget: Budgeting Like a Pro in 6 Steps Busting Top Budget Myths An Easy Budget to Build Wealth Work on your financial goals mindset If you’re feeling overwhelmed or behind on your goals, it can be easy to give up and try again next year.
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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.
XY Planning Network
DECEMBER 5, 2022
One critical piece all RIA’s should consider reviewing is their financial planning processes. Results of a 2022 InvestmentNews Research study on elite RIA firms found that a key characteristic of some of the most profitable advisory firms is a focus on process.
Sara Grillo
MARCH 22, 2024
Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.
Your Richest Life
JULY 17, 2024
In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture.
WiserAdvisor
AUGUST 18, 2023
Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. Below are the different types of financial advisors you can choose from based on their fee model: 1.
XY Planning Network
NOVEMBER 28, 2022
We see many advisors with successful careers in financial planning and investment management influenced at some level by the ability to cross every “T” and dot every “I.” 7 MIN READ.
Sara Grillo
MAY 10, 2024
My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. ” Do the same at the end of the newsletters and blogs you write. I am licensed to serve clients in Missouri, Indiana, and Texas.
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XY Planning Network
SEPTEMBER 23, 2022
Get to know the exhibitors that will be at #XYPNLIVE ahead of Exhibit day in this blog. Exhibit Day provides attendees with an entire day dedicated to connecting with representatives from top companies in our industry, and it's one of the most action-packed days of the whole conference! So, what companies can you expect to see on Exhibit Day?
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Yardley Wealth Management
SEPTEMBER 14, 2020
Since we have some deadlines coming up, I thought I’d promote her article again here in my blog. Advantages of SEP IRA: The advantages of a SEP IRA are that compared to other business retirement plans, they are much cheaper and easier. . Check with us for more info on how a SEP-IRA could fit into your overall financial plan.
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WiserAdvisor
AUGUST 3, 2023
If you are already working with a financial advisor, assessing their track record can provide valuable insights. If the financial advisor consistently delivers impressive returns, aids in achieving primary financial goals, or offers extensive financial planning services, the 1% fee may be well-justified.
Walkner Condon Financial Advisors
FEBRUARY 21, 2023
Check out our blog post HERE to learn more about IRA contribution limits. Check out this blog post to learn your options and the pros and cons of each option. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT.
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Your Richest Life
APRIL 19, 2022
If you want to improve your financial literacy, set a goal to listen to one new podcast a day, a week or a few times a week. Here are some good ones to get you started: Investing and financial planning. If you prefer to get your financial information in quick, easy reads, then there are plenty of bloggers who do just that.
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International College of Financial Planning
AUGUST 2, 2021
There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. Fee-only advisors need to be registered with SEBI certified financial advisors (Securities and Exchange Board of India) as an RIA (Registered Investment Advisor). CFP ( Certified Financial Planner ).
Sara Grillo
APRIL 25, 2022
This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth. I am an irreverent and fun marketing consultant for financial advisors. How’s this for a financial advisor niche?
Sara Grillo
OCTOBER 10, 2022
We talk about what the value of a financial advisor is going to be in the future, what the current sources of confusion to the public are, and what that all means for how financial advisors are going to be able to charge their clients for service. For those of you who are new to my blog/podcast, my name is Sara.
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. Financial Planning: More than Just Investments Financial planning is a holistic process that encompasses more than just investments.
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Inside Information
FEBRUARY 27, 2023
You never hear anyone talk (or write) about this, but it’s really stunning how often the financial planning profession has been, and is, ahead of the curve in the evolution of our social environment. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.
Sara Grillo
JULY 18, 2022
His smart career decisions after university allowed him to avoid the being tortured and exploited in a wirehouse, bank, and insurance company financial advisor program. Instead, he got his first job at a fee only RIA firm instead which worked out brilliantly for him! From here you can move into a more senior planning role.
Inside Information
MAY 30, 2024
Over the years, I’ve been privileged to witness a long, positive evolution, an evolution where financial planners offered increasingly more valuable advice to their clients, and used better tools to supplement it. When I started in the early 1980s, financial planning was all about sales, all the time. Less than one percent.
FMG
SEPTEMBER 6, 2023
Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. He works with a particular niche , and that is that he only works with Generation X and Y (Millennials) clients.
Steve Sanduski
FEBRUARY 13, 2024
Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast.
XY Planning Network
AUGUST 28, 2023
Deciding to take the leap to start your own financial planning firm can be very scary. In this peer-to-peer guest series, we take a deep dive into those decisions as XYPN members share their stories, resources, regrets, and successes experienced while deciding to leap and then to launch their financial planning practice.
52 
Inside Information
APRIL 26, 2024
I’m in the early stages of writing a book about my experiences over 40+ years in the financial planning profession (is anybody going to want to read it?). Or that FINRA is going to take over the regulation of all advice-givers, and bring the hammer down on those fee-only ‘rogue brokers.’
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