Sara Grillo

MARCH 11, 2024

He’s taking the world by storm as an hourly financial planner, not managing any assets just giving out powerful financial planning guidance that clients love. Being a fiduciary , he can’t just run people through a cookie cutter model. If he doesn’t, he feels he isn’t doing this fiduciary duty.

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Financial Planner Fiduciary Duty Financial Advisor Clients 105

Walkner Condon Financial Advisors

APRIL 21, 2023

However, they are not required to act in the best interests of the client; whereas a fiduciary is required to place their clients’ best interests ahead of their own. At Walkner Condon, all of our advisors are fiduciaries for our clients. What is a Certified Financial Planner (CFP) ? Alicia Vande Ven , M.S.,

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Walkner Condon Financial Advisors

APRIL 17, 2023

However, they are not required to act in the best interests of the client; whereas a fiduciary is required to place their clients’ best interests ahead of their own. At Walkner Condon, all of our advisors are fiduciaries for our clients. What is a Certified Financial Planner (CFP)?

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Fee Only Financial Advisor Certified Financial Planner Commission 52

Inside Information

SEPTEMBER 28, 2021

The petition notes that the SEC, in response to litigation from the Financial Planning Association back in 2005, had proposed to go further, and require anyone holding themselves out as a “financial planner” or providing “financial planning services,” or delivering a financial plan to their customers, be required to register as an RIA. .

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