Certification Clients Fiduciary Duty 
Darrow Wealth Management
FEBRUARY 13, 2025
Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. This fiduciary duty is a cornerstone of their practice, providing clients with the confidence that their financial advisor is working solely for them.
Park Place Financial
SEPTEMBER 8, 2022
One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. They often consider their clients’ overall financial situation to develop strategies for meeting long-term goals. .
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Walkner Condon Financial Advisors
APRIL 21, 2023
They are compensated only by the fee the client pays. Some advisors are primarily paid directly by the client, but then also might receive some compensation from insurance policies they sell to their clients or other investment products they recommend, like a specific fund or annuity.
Walkner Condon Financial Advisors
APRIL 17, 2023
They are compensated only by the fee the client pays. Some advisors are primarily paid directly by the client, but then also might receive some compensation from insurance policies they sell to their clients or other investment products they recommend, like a specific fund or annuity.
International College of Financial Planning
AUGUST 31, 2023
They’ve earned a globally acclaimed badge in financial planning,” To get this certification, individuals need to ace tests covering a spectrum from investment management and taxation to retirement planning and holistic financial strategies. Financial advisors work alongside clients to create a retirement roadmap.
WiserAdvisor
JUNE 12, 2022
Advisors have different fee structures where you can hire their services on an hourly rate, a retainer basis, or the assets under management (AUM) model where the advisor is paid a certain percentage as fee based on the amount of assets managed by him on behalf of his clients. Ensure that the financial advisor is bound by fiduciary duty.
Sara Grillo
AUGUST 14, 2023
Why is the fiduciary standard important in financial advice? The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. Someone who has a conflict of interest can not operate as a fiduciary. Federal statutory law: Section 206.
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