Nerd's Eye View

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

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Fee Only Clients Financial Planning Financial Advisor 130

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households.

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Financial Planner Management Planning Financial Advisor 246

Tobias Financial

APRIL 1, 2025

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence.

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CFP Fee Only Retirement Planning Wealth Advisor 52

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-Only financial advisors, on the other hand, do not receive commissions and are compensated through a fee-for-service model.

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Fee Only Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

OCTOBER 21, 2022

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. Fee-only advisors are bound to the fiduciary standard. He never had more than five paraplanning clients at a time. What is a financial paraplanner?

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Insurance Financial Planner Fee Only Financial Advisor 98

Your Richest Life

JULY 15, 2022

But within these challenges are some opportunities, and I have been navigating these situations with my clients along the way. The Your Richest Life team grew this year, welcoming Erin McIntosh as a client services associate in the spring. Link to new posts). Listed as a D Magazine Best Financial Planner for the seventh year in a row.

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Financial Planner Fee Only CFP Clients 105

XY Planning Network

JULY 23, 2024

Becoming an independent fee-only financial advisor can seem overwhelming, lonely, and stressful. We're excited to lead off with a powerful story about how community became a critical success factor for XYPN Member Leland Gross CFP®, the founder of PeaceLink Financial Planning.

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Fee Only Compliance CFP Financial Services 90

eMoney Advisor

MAY 1, 2023

Also, the fact that many AAPI clients are first-generation Americans emphasizes the importance of cultural awareness for financial planners. John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

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. Fee-based advisors are where it can get complicated. What does it mean to be a fiduciary?

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

XY Planning Network

APRIL 3, 2023

If it often feels as if your to-do list never ends with administrative tasks and compliance management, on top of your regular client meetings, you’re not alone! That’s why we invited XYPN members Raquel Hinman, CFP® , and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ to share tips and tools they use to increase productivity in their firms.

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Financial Advisor CFP Compliance Management 82

Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.

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Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

Part of our role as fiduciary financial advisors is to help our clients navigate through investment options and select what is right for them. candidate for cfp® certification. This subtraction is for money deposited directly into an ABLE account and does not include rollovers or transfers. How We Can Help. Alicia Vande Ven, M.S.

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Accounting Financial Advisor Certification CFP 98

Tobias Financial

MAY 3, 2024

We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association of Personal Financial Advisors (NAPFA)! He embodies the essence of a true fiduciary, consistently prioritizing the best interests of our clients above all else.

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Ethics Fee Only Wealth Advisor CFP 52

Walkner Condon Financial Advisors

DECEMBER 13, 2022

But, as I started talking to clients and friends, I realized that I wasn’t alone. FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. ABOUT THE AUTHOR.

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Accounting Financial Advisor CFP Retirement 98

Walkner Condon Financial Advisors

AUGUST 5, 2022

Jonathon Jordan, CFP®, CEPA. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. And especially during times like this, it’s important to have a plan and stick to it through diversification and owning quality assets and asset-classes. .

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Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. What do real-life clients have to say about working with Indigo Marketing Agency? What are your main marketing challenges?

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Certified Financial Planner CFP Financial Planning Fee Only 52

Walkner Condon Financial Advisors

AUGUST 18, 2022

Candidate for CFP® Certification. Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country. Alicia Vande Ven.

Planning 98

Planning Taxes Certification Financial Advisor 98

XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

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CFP Planning Management Fee Only 88

Your Richest Life

JULY 2, 2024

I hoped to empower and educate my clients, and show them that their dreams were possible. There have been plenty of lessons learned along the way, but at its core, the mission of Your Richest Life has remained the same: to help my clients confidently take charge of their financial futures. Here’s to the next ten years!

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Financial Planner Fee Only Financial Planning Financial Counseling 59

FMG

JULY 13, 2022

Dorsey Wealth Management offers fee-only wealth management and retirement planning for women and couples, and they do a great job of creating and sharing content that answers pressing questions and pertains to their clients, as well. Summarize Breaking News and the Impact It Could Have On Your Clients. For example, C.L.

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Media Financial Advisor CFP Wealth Management 72

International College of Financial Planning

AUGUST 2, 2021

The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. The ultimate desire for most Financial Advisors in India is to chalk out their path and work with their own set of clients. Brokerage Firms. Insurance Companies. Wealth Management Firms.

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Financial Advisor Certified Financial Planner Certification Fee Only 52

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. A background check is also conducted.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. Check out this blog post to learn your options and the pros and cons of each option.

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CFP Financial Advisor Fee Only Certification 59

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. CDs just don’t make sense given the other options available in my opinion.

Accounting 98

Accounting Banking Certification Financial Advisor 98

Tobias Financial

DECEMBER 22, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. Advisors at a brokerage firm are taught to sell products right from the start and encouraged to bring in clients right out of college.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Tobias Financial

DECEMBER 19, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. Advisors at a brokerage firm are taught to sell products right from the start and encouraged to bring in clients right out of college.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. After all, if a client feels that a financial planner understands him, then he remains loyal to him.

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Financial Planner Financial Advisor Certified Financial Planner Commission 52

Your Richest Life

JULY 17, 2024

Here are the top ten money lessons that I have learned after working with more than 150 clients over the past decade: Money lesson #1: You have more power than you think. When I meet with a new client, sometimes they think their goals are unreachable, or they feel stuck in a rut and can’t see a way out.

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Financial Planner Estate Planning Financial Planning Financial Advice 59

FMG

SEPTEMBER 29, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Seen On” section on their site. Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX.

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Certified Financial Planner Financial Planner CFP 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. Until not long ago, Sebi, the watchdog for markets, gave the nod to the CFP certification for the revered Registered Investment Advisor (RIA) role.)

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Portfolio Certified Financial Planner Investing Investments 52

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.

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Financial Planning Compliance Financial Planner Fee Only 52

FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. It just means that you might not have many clients yet.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. The benefits of advice-only financial planners.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

MARCH 22, 2024

California Kelly Nilsson Brava Financial Chris Randall www.axiscapmanagement.com Flat-fee monthly subscription based financial planning for millennials and first-time investors. James Schwarz www.ClearRetirementAdvice.com Flat fee; to be more precise — Equal Flat Fee (every client pays the same amount).

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Financial Planning Fee Only Financial Planner Financial Advisor 52

Sara Grillo

JANUARY 9, 2023

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. We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. Client advocacy. Get ready for an exciting show, folks, whoo hoooo!!!!!!

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Financial Planning Planning Financial Planner CFP 52

Sara Grillo

AUGUST 14, 2023

The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. It’s confusing to the client and unfortunately that confusion is waged onto them on purpose.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

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CFP Planning Management Fee Only 52