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. law) with established pro bono programs.

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Clients Financial Advice Financial Planning Planning 227

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.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

XY Planning Network

MAY 8, 2023

Many advisors—especially those who haven't managed their own compliance previously—can feel like it's the "monster in the closet." Let's talk compliance. Sometimes that one word has the power to make financial advisors break out in a sweat. But it doesn't need to be!

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Compliance Financial Advisor Management CFP 87

Your Richest Life

JANUARY 27, 2025

Active investing involves a hands-on approach to managing your portfolio. Another problem is that there are fees associated with buying and selling in the markets. Transaction fees, management fees, and capital gains taxes can eat into your returns. of professionally managed portfolios in the U.S.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Your Richest Life

FEBRUARY 24, 2025

Managing Investments During a Financial Crisis 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. The best way forward is to keep an eye on your long-term plans, and try not to get derailed by uncertainty.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. Fee-only advisors are bound to the fiduciary standard.

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Insurance Financial Planner Fee Only Financial Advisor 98

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

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. How we are Compensated At Walkner Condon we use the assets under management (AUM) model.

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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.

Financial Advisor 80

Financial Advisor CFP Compliance Management 80

Indigo Marketing Agency

APRIL 28, 2023

Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as Wealth Advisor at XYZ Wealth Management Group.

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Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

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.

CFP 85

CFP Planning Management Fee Only 85

Your Richest Life

JULY 29, 2022

So whether your child is starting kindergarten or college, here are some resources to build their confidence in money management: Financial literacy for young kids (up to age 8). They can also have more involvement in earning and managing their own money. Right from the start, don’t shy away from talking about money around your kids.

Budgeting 116

Budgeting Accounting Education Fee Only 116

Your Richest Life

DECEMBER 1, 2022

If you’re feeling stressed or dissatisfied with your money management, chances are you’re doing something that isn’t working. . Challenge yourself to invest more (if it makes sense for your situation,) or work with a CFP to grow your money even more. Set yourself up for success. Let go when you need to. About Your Richest Life.

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Certified Financial Planner CFP Financial Planning Financial Planner 95

Your Richest Life

MARCH 15, 2023

Enlist an Accountability Partner If you know that you struggle to manage impulse spending, an accountability partner might help you stay on track. 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.

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Budgeting Financial Planner Planning Financial Planning 111

Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death. Advisors may charge a percentage of AUM as their fee.

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Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. Fee-based : This structure is a blend of fees and commissions. Hourly Fee Fee charged per hour of advice. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 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

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Wealth Management Firms. Debt Management Firms.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 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.

Financial Planning 52

Financial Planning Compliance Financial Planner Fee Only 52

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. Devin Faddoul www.addafinancial.com Flat fee advisor in Pittsburgh Texas Allen Mueller www.7saturdaysfinancial.com

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

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. For example, C.L. Wrapping It Up. Does your social media strategy have what it takes?

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Media Financial Advisor CFP Wealth Management 72

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.

CFP 52

CFP Planning Management Fee Only 52

International College of Financial Planning

AUGUST 31, 2023

Diversifying your investment portfolio is a vital strategy for managing risk, optimizing returns, and achieving your financial goals. It’s all about spreading your investments across different asset classes, like stocks, bonds, and real estate, to manage risk and maximize returns.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Your Richest Life

SEPTEMBER 12, 2022

Here are some additional resources for helping you manage your budget and prepare for downtimes: Managing Investments During a Financial Crisis. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

Budgeting 59

Budgeting Fee Only Financial Planning Planning 59

International College of Financial Planning

SEPTEMBER 3, 2021

The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. Sometimes, we may find our hands stitching behind our backs with threads of logical weakness and inability to manage funds.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 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. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Your Richest Life

JUNE 30, 2022

As we continue to deal with record-high inflation and economic instability, you might be wondering how you should manage your investments. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

Risk Tolerance 52

Risk Tolerance Fee Only Portfolio Economy 52

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 28, 2022

It was assumed that the breadwinner would support their family, and there was less gray area in managing household finances. Maybe you’re not talking to your partner about money because you want to protect them, or you’re ashamed of how you manage money, or you feel like you need to keep some secret money in case the relationship goes south.

Budgeting 59

Budgeting Accounting Financial Planner Fee Only 59

Your Richest Life

JULY 17, 2024

And it doesn’t matter how much money someone has coming in; it can still be challenging to manage money and investments well. Lifestyle inflation) 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.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

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

APRIL 19, 2022

Mary Beth Storjohann, CFP®, is a speaker and writer who cuts through the fluff and gives clear, concise financial advice. . He was once a chief investment strategist and money manager. Brittney Castro – Brittney is the in-house CFP® for Mint, and her content is short, to-the-point and easy to understand. Money well-being.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

Sara Grillo

JANUARY 9, 2023

We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Dwight Dettloff, CPA, CFP® is the founder of Winding Trail Financial Planning in Colorado. Let’s get into it, folks!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

FMG

SEPTEMBER 6, 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

MARCH 26, 2024

Clean up your budget It doesn’t matter how much or how little money you’ve got – it still needs to be managed. And there are tons of methods out there that will work for your money management style. And that’s why everyone needs a budget. For more information on the services offered, contact Katie today.

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Budgeting Fee Only Taxes Accounting 52

Your Richest Life

SEPTEMBER 10, 2024

There are plenty of amazing financial planners who can help you set up and manage your investments, and explain the process along the way. 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.

Investing 52

Investing Investments Risk Tolerance Financial Planner 52

Sara Grillo

AUGUST 14, 2023

Each way of working with a client – advice only, flat fee, AUM, commission broker, insurance agent – has some type of conflict of interest attached to it. How large the extent of the conflict matters, as well as how it is managed and disclosed. And they are supposed to advise in your best interest?

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52