Fee Only, Financial Advisor and Planning - Financial Advisor Source

How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

FEBRUARY 13, 2025

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

Fee Only

Fee Only Financial Advisor Financial Planner Certified Financial Planner

#FA Success Ep 346: Moving Procrastinating Clients To “Yes” Instead Of Selling As A Fee-Only Advisor, With Jim Ludwick

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only

Fee Only Clients Financial Planning Financial Advisor

Choosing A Financial Advisor? – Ask These 6 Questions

The Chicago Financial Planner

FEBRUARY 2, 2024

A part of this process might include hiring a financial advisor or hiring a new financial advisor if you have decided to move on from your current advisor. Hiring the right advisor for your needs is critical. Here are six questions to ask when choosing a financial advisor: How do you get paid?

Financial Advisor

Financial Advisor Financial Planner Fee Only Clients

Webinars

Book of Secrets on the Month-End Close

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

7 New Lessons Learned Building A Fee-Only RIA From Scratch: Years 3–5

Nerd's Eye View

SEPTEMBER 23, 2024

Starting a new firm can be a nerve-wracking time for an entrepreneurially minded financial advisor, as making the jump involves a significant amount of professional and financial risk. Jake also learned key lessons on managing daily schedules.

Fee Only

Fee Only Clients Planning Management

How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+

MainStreet Financial Planning

MARCH 7, 2025

When choosing a financial advisor, how they charge for their services can significantly impact your long-term wealth. The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management).

Fee Only

Fee Only Financial Planner Financial Planning Financial Advisor

How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?

Financial Advisor

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only

Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner

Financial Planner Compliance Fee Only Communication

Navigating the AI Revolution: What Financial Advisors Need to Know

XY Planning Network

MARCH 24, 2025

Ive entirely hopped on the AI train now, even having ChatGPT create meal plans for my family each week. When used correctly, AI makes us better and more productive at what we do. I knew it was time to roll up my sleeves and dive in.

Financial Advisor

Financial Advisor Planning Fee Only Education

#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. My guest on today's podcast is Amy Irvine. Read More.

Financial Planner

Financial Planner Management Planning Financial Advisor

#FA Success Ep 363: Finding The Best Networking Approach For Prospects (And New Career Opportunities), With Christa Madison

Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. Read More.

Financial Advisor

Financial Advisor Fee Only Financial Guidance Insurance

#FA Success Ep 356: Scaling To (Nearly) $2M Of Revenue As A Flat-Fee, Advice-Only Firm, With Sarah-Catherine Gutierrez

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome everyone! Read More.

Financial Advisor

Financial Advisor Financial Planning Planning Clients

101 Ways Advisors Can Add Value And Attract Their Ideal Clients

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Clients

Clients Fee Only Planning Advertising

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only

Fee Only Portfolio Clients Planning

#FA Success Ep 305: Accelerating Growth Of (Fee-Only) Clients By Making It Clear You Have Nothing To Sell, With Mindy Crary

Nerd's Eye View

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary.

Fee Only

Fee Only Clients Financial Planning Financial Advisor

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Read More.

Clients

Clients Financial Advice Financial Planning Planning

Kitces & Carl Ep 103: Balancing Client Responsiveness With The Proactive Sledgehammer Of Value

Nerd's Eye View

JANUARY 12, 2023

As comprehensive financial planning has become more widely adopted, many financial advisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients.

Clients

Clients Communication Fee Only Financial Advisor

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Read More.

Clients

Clients Financial Advice Financial Planning Planning

The Flex: How Fee-Only Firms Maximize Value

XY Planning Network

AUGUST 17, 2023

As fee-only planners, you dedicate your lives to your client’s financial well-being. A well-known piece of firm owner advice is to “put your clients first” when growing the business. And they’re right. Your clients are—and should be—the heart of your practice.

Fee Only

Fee Only Clients Financial Advisor Financial Planning

#FA Success Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee, With Jessica Polito

Nerd's Eye View

SEPTEMBER 19, 2023

Welcome back to the 351st episode of the Financial Advisor Success Podcast ! Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. Read More.

Financial Advisor

Financial Advisor Fee Only Sales Clients

The XYPN LIVE Experience: Where Connection Meets Transformation

XY Planning Network

DECEMBER 2, 2024

At XYPN LIVE 2024, we celebrated 10 years of doing that—supporting fee-for-service financial advisors in launching, running, and growing the firm of their dreams. That’s 10 years of REAL support, REAL independence, and REAL financial planning.

Financial Advisor

Financial Advisor Financial Planning Planning Fee Only

#FASuccess Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning, With Zack Hubbard

Nerd's Eye View

SEPTEMBER 3, 2024

Welcome to the 401st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Zack Hubbard.

Financial Planning

Financial Planning Planning Retirement Planning Financial Advisor

Financial Planning SEO: How to Help Your Niche Find You

XY Planning Network

JANUARY 22, 2024

EXCLUSIVE XYPN LIVE CONTENT Whether you embrace the technical side of marketing with both arms or at arm's length, the fact remains: leveraging it in your RIA marketing plan will bring you long-term gains.

Financial Planning

Financial Planning Fee Only Planning Engineering

#FA Success Ep 386: Turning Impostor Syndrome Anxiety Into A Strength That Drives Client Referrals, With Dann Ryan

Nerd's Eye View

MAY 21, 2024

Welcome to the 386th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Dann Ryan. Dann is a Managing Partner of Sincerus Advisory, an RIA based in New York City, that oversees approximately $165 million in assets under management for nearly 150 client households.

Clients

Clients Fee Only Financial Planning Financial Advisor

Is it Wise to Put All Your Money With One Financial Advisor?

WiserAdvisor

JULY 22, 2022

Hiring a financial advisor is beneficial in multiple ways. You get access to financial expertise and knowledge on investments and money management, a deeper understanding of how markets work, and how to create and deploy the right investment strategies to attain your goals. Keep reading to find out.

Financial Advisor

Financial Advisor Portfolio Budgeting Commission

Financial Fraud – Tips to Protect Yourself

The Chicago Financial Planner

AUGUST 24, 2021

I’d like to tell you that the problem emanates only from financial advisors who sell product, but sadly two former presidents of NAPFA, the country’s largest organization of fee-only advisors , were been implicated in fraud cases in recent years. Only invest in what you understand. FINANCIAL WRITING.

Financial Advisor

Financial Advisor Financial Planner Accounting Retirement

What does it mean to be a Fee-Only financial advisor?

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. This can include mutual funds, insurance policies, annuities, and other financial products. We do not charge a separate fee for financial planning services.

Fee Only

Fee Only Financial Advisor Certified Financial Planner Commission

#FASuccess Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO, With Freeman Linde

Nerd's Eye View

JUNE 4, 2024

Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! Read More.

Fee Only

Fee Only Financial Advisor Clients Estate Planning

#FA Success Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO, With Freeman Linde

Nerd's Eye View

JUNE 4, 2024

Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! Read More.

Fee Only

Fee Only Financial Advisor Clients Estate Planning

Our Top Blogs of 2023 for Independent Financial Advisors

XY Planning Network

DECEMBER 18, 2023

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor

Financial Advisor Compliance Clients Marketing

What’s a Fiduciary & Fee-Only Advisor?

Yardley Wealth Management

MAY 30, 2023

The post What’s a Fiduciary & Fee-Only Advisor? What’s a Fiduciary & Fee-Only Advisor? A Guide for Financial Planning When it comes to managing your finances, it’s crucial to work with a professional who puts your interests first. What is a Fee-Only Advisor?

Fee Only

Fee Only Risk Tolerance Ethics Retirement Planning

Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

Financial Advice

Financial Advice Planning Fee Only Financial Planning

#FASuccess Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time, With John Mason

Nerd's Eye View

SEPTEMBER 10, 2024

Welcome to the 402nd episode of the Financial Advisor Success Podcast! Welcome everyone! My guest on today's podcast is John Mason. John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. Read More.

Financial Advisor

Financial Advisor Clients Fee Only Government

How to Ensure a Smooth Transition to Your New RIA Firm

XY Planning Network

DECEMBER 9, 2024

If you're an established financial advisor setting out to launch your own Registered Investment Advisor (RIA) firm, transitioning clients from your previous firm is likely at the forefront of your concerns. Managing this process effectively is crucial for retaining clients and ensuring compliance.

Compliance

Compliance Financial Advisor Investment Advisor Clients

#FA Success Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back, With Jenny Martella

Nerd's Eye View

MAY 28, 2024

Welcome to the 387th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 Read More.

Wealth Management

Wealth Management Financial Advisor Fee Only Communication

Managing Compliance as an Independent Financial Advisor

XY Planning Network

MAY 8, 2023

Sometimes that one word has the power to make financial advisors break out in a sweat. 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. But it doesn't need to be!

Compliance

Compliance Financial Advisor Management CFP

#FASuccess Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back, With Jenny Martella

Nerd's Eye View

MAY 28, 2024

Welcome to the 387th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 Click the icon below to listen.

Wealth Management

Wealth Management Financial Advisor Fee Only Communication

Financial Advisor Website Showcase: New Lantern Advisors

FMG

AUGUST 4, 2022

It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. My plan is to start trying to reach more folks in this way in the near future. If you could give other advisors any advice on redesigning or creating their website, what would it be?

Financial Advisor

Financial Advisor Clients Media Retirement

Stock Market Highs and Your Retirement

The Chicago Financial Planner

NOVEMBER 8, 2021

This might have been their own doing or the result of poor financial advice. For example, your plan might call for a 60% allocation to stocks but with the gains that stocks have experienced you might now be at 70% or more. Financial Planning is vital. FINANCIAL WRITING. Photo credit: Phillip Taylor PT.

Retirement

Retirement Marketing Marketing Financial Planner

Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!

Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Insurance

Insurance Financial Planner Fee Only Financial Advisor

Marketing Pro Tips for Financial Advisors from the Experts at XYVA+

XY Planning Network

JUNE 19, 2023

If you're interested in gathering Pro Tips covering everything from automations to marketing to business strategies geared toward financial advisors, join XYVA+’s monthly Office Hours on the second Monday of every month at 10 AM MST.

Financial Advisor

Financial Advisor Marketing Marketing Clients

Our Top Blogs of 2022 for Independent Financial Advisors

XY Planning Network

DECEMBER 19, 2022

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. 5 MIN READ. As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor

Financial Advisor Fee Only Financial Planner Financial Planning

Choosing the Right Email Campaign Software for Financial Advisors

XY Planning Network

SEPTEMBER 23, 2024

Email marketing remains a powerful tool in the digital marketing landscape, especially for financial professionals. Despite the rise of social media, email campaigns continue to deliver high engagement rates due to the trusted relationships financial advisors build with their clients.

Financial Advisor

Financial Advisor Communication Media Clients

The Flex: How Fee-Only Firms Maximize Value

XY Planning Network

AUGUST 17, 2023

As fee-only planners, you dedicate your lives to your client’s financial well-being. A well-known piece of firm owner advice is to “put your clients first” when growing the business. And they’re right. Your clients are—and should be—the heart of your practice.

Fee Only

Fee Only Clients Financial Advisor Financial Planning

#FA Success Ep 371: Pairing Equity Appreciation Rights With Partnership Equity To Retain Long-Term Advisor Talent, With David Savir

Nerd's Eye View

FEBRUARY 6, 2024

Welcome to the 371st episode of the Financial Advisor Success Podcast ! David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 Welcome everyone! My guest on today's podcast is David Savir. Read More.

Financial Advisor

Financial Advisor Clients Fee Only Planning

How to Find a Fee-Only Financial Advisor

#FA Success Ep 346: Moving Procrastinating Clients To “Yes” Instead Of Selling As A Fee-Only Advisor, With Jim Ludwick

Webinars

Trending Sources

Choosing A Financial Advisor? – Ask These 6 Questions

Webinars

7 New Lessons Learned Building A Fee-Only RIA From Scratch: Years 3–5

How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+

How to Find a Fiduciary Financial Advisor

Weekend Reading For Financial Planners (September 14–September 15)

Navigating the AI Revolution: What Financial Advisors Need to Know

#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

#FA Success Ep 363: Finding The Best Networking Approach For Prospects (And New Career Opportunities), With Christa Madison

#FA Success Ep 356: Scaling To (Nearly) $2M Of Revenue As A Flat-Fee, Advice-Only Firm, With Sarah-Catherine Gutierrez

101 Ways Advisors Can Add Value And Attract Their Ideal Clients

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)

#FA Success Ep 305: Accelerating Growth Of (Fee-Only) Clients By Making It Clear You Have Nothing To Sell, With Mindy Crary

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Kitces & Carl Ep 103: Balancing Client Responsiveness With The Proactive Sledgehammer Of Value

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

The Flex: How Fee-Only Firms Maximize Value

#FA Success Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee, With Jessica Polito

The XYPN LIVE Experience: Where Connection Meets Transformation

#FASuccess Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning, With Zack Hubbard

Financial Planning SEO: How to Help Your Niche Find You

#FA Success Ep 386: Turning Impostor Syndrome Anxiety Into A Strength That Drives Client Referrals, With Dann Ryan

Is it Wise to Put All Your Money With One Financial Advisor?

Financial Fraud – Tips to Protect Yourself

What does it mean to be a Fee-Only financial advisor?

#FASuccess Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO, With Freeman Linde

#FA Success Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO, With Freeman Linde

Our Top Blogs of 2023 for Independent Financial Advisors

What’s a Fiduciary & Fee-Only Advisor?

Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

#FASuccess Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time, With John Mason

How to Ensure a Smooth Transition to Your New RIA Firm

#FA Success Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back, With Jenny Martella

Managing Compliance as an Independent Financial Advisor

#FASuccess Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back, With Jenny Martella

Financial Advisor Website Showcase: New Lantern Advisors

Stock Market Highs and Your Retirement

Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!

Marketing Pro Tips for Financial Advisors from the Experts at XYVA+

Our Top Blogs of 2022 for Independent Financial Advisors

Choosing the Right Email Campaign Software for Financial Advisors

The Flex: How Fee-Only Firms Maximize Value

#FA Success Ep 371: Pairing Equity Appreciation Rights With Partnership Equity To Retain Long-Term Advisor Talent, With David Savir

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