Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Do you have a unique situation?

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Fee Only Financial Advisor Financial Planner Certified Financial Planner 53

Park Place Financial

SEPTEMBER 8, 2022

Bankers, stock brokers, insurance representatives, and tax professionals constitute financial advisors. . 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. Financial Advisor .

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Walkner Condon Financial Advisors

APRIL 21, 2023

This can include mutual funds, insurance policies, annuities, and other financial products. 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.

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

WiserAdvisor

JUNE 12, 2022

For example, if they sell a certain insurance product to you, they might be getting kickbacks from the insurance company for making the sale. Ensure that the financial advisor is bound by fiduciary duty. Financial advisors bound by fiduciary duty will not try to sell you financial products that benefit them monetarily.

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Financial Advisor Fiduciary Duty Commission Financial Planning 52

Sara Grillo

AUGUST 14, 2023

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3 Not necessarily.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Walkner Condon Financial Advisors

APRIL 17, 2023

This can include mutual funds, insurance policies, annuities, and other financial products. 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.

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Fee Only Financial Advisor Certified Financial Planner Commission 52

Carson Wealth

JANUARY 14, 2023

State or federal RIA registration requires the firm to serve firm clients at a fiduciary standard. The CFP ® designation requires those holding this designation to act as a fiduciary when providing financial advising or financial planning services. Jorge recently acquired a new client, Jeni.

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