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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors 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.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

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-only advisors who are almost always full-time fiduciaries. NAPFA advisors are all fee-only financial advisors.

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How Often Should You Rebalance Your 401(k)?

Darrow Wealth Management

Trading costs vary by platform and commissions may apply if you’re not working with a fee-only advisor. For help managing your investments and the rest of your personal financial life, please contact a Darrow Wealth advisor to schedule a consultation. appeared first on Darrow Wealth Management.

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5 Reasons to Start Retirement Planning Early

WiserAdvisor

Hire a financial advisor: Hiring a financial advisor can help you streamline your goals and devise a suitable financial strategy. Financial advisors can be hired on fee-only or commission-based models. If you are unsure where and how to begin, you can consider getting help from a professional.

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Why It Is Never Too Early to Start Retirement Planning

WiserAdvisor

Hire a financial advisor: Hiring a financial advisor can help you streamline your goals and devise a suitable financial strategy. Financial advisors can be hired on fee-only or commission-based models. If you are unsure where and how to begin, you can consider getting help from a professional.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. But if they are acting in the capacity of a broker or agent then they are not bound to follow the fiduciary standard.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Salaske: What is an investment advisor? Securities and Exchange Commission. Securities and Exchange Commission. 2022, August 1). CFP® Professional Demographics. 2013, March). Staff of the Investment Adviser Regulation Office. Division of Investment Management. Regulation of Investment Advisers by the U.S. 2019, July 30).

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