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 86

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)! This award recognizes the achievements and contributions to the profession of young practitioner members of the Association.

Ethics 52

Ethics Fee Only Wealth Advisor CFP 52

Tobias Financial

AUGUST 9, 2023

In a recent MarketWatch article, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® offered her insights on whether or not you should hire a financial advisor and how to find the right advisor for your needs. Marianela emphasized that if you are seeking a professional opinion, be sure to look for a fee-only advisor with significant experience.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Strategic Planning Financial Planner 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 knew before graduating fee-only was the path for him, his conscience, and his personality.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 181

Clients Financial Advice Financial Planning Planning 181

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Financial Planner 240

Financial Planner Management Planning Financial Advisor 240

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 160

Clients Financial Advice Financial Planning Planning 160

Your Richest Life

JULY 15, 2022

As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. -Writing more than 190 blog posts for my own website .

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

Yardley Wealth Management

JUNE 6, 2023

A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors. A certified financial planner (CFP) designation indicates that an advisor has met certain standards of education, experience, and ethics.

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Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Your Richest Life

NOVEMBER 12, 2024

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy.

Budgeting 52

Budgeting Fee Only Planning CFP 52

XY Planning Network

MAY 8, 2023

Last month we invited XYPN members, Corey Beal, CFP® , and David McPherson, CFP® to sit down with XYPN Managing Director of Compliance, Travis Johnson, IACCP®, t o discuss the ins and outs of managing compliance as an independent RIA owner.

Compliance 86

Compliance Financial Advisor Management CFP 86

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. Yesenia emphasized the fundamental differences in approach and ethos between advisors working within the brokerage industry and those operating under fiduciary standards.

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. Yesenia emphasized the fundamental differences in approach and ethos between advisors working within the brokerage industry and those operating under fiduciary standards.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Your Richest Life

JUNE 3, 2024

Review your budget According to the CFP Board , 59 percent of Americans are not tracking their spending, and two in five people have never had a budget. Also, if you do have a healthcare FSA or a dependent care FSA, make sure you’ve filed your claims so far for the year. For more information on the services offered, contact Katie today.

Budgeting 97

Budgeting Taxes CFP Retirement 97

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. CFP Exam: Successful completion of the CFP exam.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

XY Planning Network

APRIL 3, 2023

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.

Financial Advisor 78

Financial Advisor CFP Compliance Management 78

Your Richest Life

JULY 2, 2024

As a fee-only financial planner, I love that my work allows me to help my awesome clients while still having the freedom to give back to the community and spend time with my family. Here are more of our adventures from the past year: My husband and I on Valentine’s Day, 2024 Universal Studios in California – Oct.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Your Richest Life

JUNE 14, 2024

If you feel in over your head with your investments or retirement planning, you might want to seek out a fiduciary fee-only financial planner who can work with you, and take some of the guesswork out of retirement planning. For more information on the services offered, contact Katie today.

Retirement Planning 52

Retirement Planning Retirement Planning Fee Only 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.

CFP 59

CFP Financial Advisor Fee Only Certification 59

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 84

Your Richest Life

DECEMBER 1, 2022

Challenge yourself to invest more (if it makes sense for your situation,) or work with a CFP to grow your money even more. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Let go when you need to. But they’re not always practical.

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Certified Financial Planner CFP Financial Planning Financial Planner 95

Your Richest Life

MARCH 31, 2023

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today. The post The Impact of the Recent Bank Failures appeared first on Your Richest Life.

Banking 105

Banking Insurance Accounting Fee Only 105

Your Richest Life

AUGUST 10, 2024

For more ideas about managing your end-of-the-year checklist, check out these posts: How to Prepare for Open Enrollment Organizing Your Fall Finances The Year End Financial Data You Need About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Taxes 52

Taxes Budgeting Fee Only Planning 52

Your Richest Life

FEBRUARY 27, 2023

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For example, a Tesla Model 3 would technically apply for this credit right now, but a Tesla Model S or Model X would not. due to the vehicle’s MSRP.)

Taxes 105

Taxes Fee Only CFP Financial Planning 105

Sara Grillo

MARCH 22, 2024

Mike Staman Delaware Financial Planning Advice-only planner Florida Kelly Berenbaum Home Flat fee, fiduciary Christopher Diodato [link] Flat-fee financial guidance specializing in individuals interested in FIRE/early retirement. Chris Shoup [link] Georgia David E. I also provide one-time retirement plans for DIY investors.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Your Richest Life

JANUARY 4, 2023

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Wherever you choose to keep your emergency fund, make sure it’s convenient enough to access in an emergency, but not so convenient that you can tap into it for everyday purchases.

Accounting 105

Accounting Fee Only Financial Planning CFP 105

Your Richest Life

SEPTEMBER 30, 2024

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. But for now, indicators are strong, and the Fed is optimistic that more rate cuts will be coming soon. For more information on the services offered, contact Katie today.

Economy 52

Economy Fee Only CFP Economics 52

XY Planning Network

JULY 7, 2023

If you're interested in learning how adding tax planning benefits your business model and how to easily incorporate it into your service offerings, this session, hosted by XYPN's Director of Tax, Sam Nguyen, CFP®, EA is for you! Enjoy the recording!

Tax Planning 70

Tax Planning Taxes Planning CFP 70

Your Richest Life

OCTOBER 31, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more tips about creating a prosperous retirement, check out my post on the personal finance habits of successful retirees. About Your Richest Life.

Retirement 110

Retirement Accounting Taxes Retirement Planning 110

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.)

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

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. I’d like to thank Bryan Lee, CFP®, of Strategic Financial Planning for sharing how Indigo Marketing has helped his firm.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

International College of Financial Planning

AUGUST 2, 2021

However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter. There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. CFP ( Certified Financial Planner ).

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Walkner Condon Financial Advisors

SEPTEMBER 2, 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, M.S.

Accounting 98

Accounting Certification Financial Advisor CFP 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 52

FMG

SEPTEMBER 29, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Your Richest Life

NOVEMBER 11, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Prepare for the worst, hope for the best, and revisit your financial plan when you need to make adjustments. About Your Richest Life.

Certified Financial Planner 110

Certified Financial Planner Estate Planning Financial Planning Planning 110