Books Fee Only Financial Advice 
Sara Grillo
OCTOBER 21, 2022
An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests.
Your Richest Life
JULY 17, 2024
The internet is drowning in financial advice, both good and bad. 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. That will bring you much more fulfillment in the long run.
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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. Serving 401(k) plans on a flat fee financial basis Sounds great – but is this scalable?
Sara Grillo
OCTOBER 10, 2022
According to Veres, the revenue model and the value proposition are the most confusing things for the public when it comes to financial advice. Providing financial plans vs. canned financial plans with a sales agenda. Fee-only vs. fee-based. The future of financial advice.
Your Richest Life
APRIL 19, 2022
In honor of financial literacy month, here are some ways you can improve your own financial knowledge: 1. Money books for financial literacy. If the idea of reading a money book sounds boring to you, don’t worry; there’s an option for you. There are plenty of fun, interesting books that will meet you at your level.
Sara Grillo
MAY 24, 2024
But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. I’m writing a book about how to find a financial advisor who won’t ruin your life.
Sara Grillo
JULY 10, 2023
He asked for help and found a support community Right now Thomas is a fee-only fiduciary financial advisor. He stumbled across a man named Russ Ford who was a fee-only flat fee advisor, and he liked the message. There is a special emphasis on clear disclosure of services and their related fees.
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