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If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-onlyadvisors don’t sell products. Finding the right financial advisor is so important. Here are some ways to find the best fee-only financial advisor to suit your needs.
Most fiduciaries don’t sell products: Most fiduciary advisors are only paid by a percentage of assets they manage for clients. This AUM based fee structure is common among fee-onlyadvisors who are almost always full-time fiduciaries. You can search for CFP® professionals here.
We are thrilled to announce that our WealthAdvisor, 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.
If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as WealthAdvisor at XYZ Wealth Management Group. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.
Our very own WealthAdvisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.
Our very own WealthAdvisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.
If you are a fiduciary financial advisor, be prepared to defend the fiduciary standard and explain why you uphold it, what it means, and how your practice is operationally different as a result. Prior to joining EP WealthAdvisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo.
Strongly consider engaging a personal team of tax and financial advisors to help guide you through the process. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor. Darrow Wealth Management specializes in stock options and equity compensation.
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?
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