Definition Fee Only Investment Planning 
Walkner Condon Financial Advisors
SEPTEMBER 2, 2022
There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. We are not affiliated with the National ABLE Alliance or any of the different state’s ABLE plans. What are considered qualified expenses for ABLE accounts? Alicia Vande Ven, M.S.
Sara Grillo
AUGUST 14, 2023
Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. What does the law actually say about the fiduciary standard?
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Clever Girl Finance
JULY 16, 2023
” There are some life situations when you should definitely seek professional guidance. There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? The percentage is typically about 1%.
Clever Girl Finance
JULY 16, 2023
” There are some life situations when you should definitely seek professional guidance. There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? The percentage is typically about 1%.
Sara Grillo
MAY 23, 2022
What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. For example, in Cody’s ADV you will see that he has no discretion over any client investments.
Good Financial Cents
APRIL 10, 2023
When I was in high school, there was a kid in my class who I definitely *thought* was rich. This couple was definitely “rich” based on their income alone, but they were not wealthy at all. His family owned several fast-food restaurants and they had a huge house that was a lot nicer than mine.
Sara Grillo
SEPTEMBER 26, 2022
I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Wright: Don’t disagree, I don’t disagree with you.
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