XY Planning Network

JANUARY 15, 2024

We know from experience that if you’re considering going out on your own in the financial services space, you may want to think twice before you start bragging about it at your office.

Financial Services 106

Financial Services Communication Planning Fee Only 106

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

WiserAdvisor

AUGUST 18, 2023

Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. Below are the different types of financial advisors you can choose from based on their fee model: 1.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Carson Wealth

AUGUST 28, 2022

Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. . IARs can also charge different types of fees.

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

Inside Information

FEBRUARY 27, 2023

You never hear anyone talk (or write) about this, but it’s really stunning how often the financial planning profession has been, and is, ahead of the curve in the evolution of our social environment. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40

Inside Information

APRIL 26, 2024

I’m in the early stages of writing a book about my experiences over 40+ years in the financial planning profession (is anybody going to want to read it?). The Financial Services Institute would tell regulators that they would be ‘forced’ to give up their smaller accounts if they were regulated as fiduciaries.

Fee Only 40

Fee Only Professional Services Clients Management 40

Inside Information

SEPTEMBER 28, 2021

Of course, this was never finalized. The second petition asks the SEC to stop pretending that giving financial/investment advice is “solely incidental” to the current wirehouse business model.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

WiserAdvisor

MAY 31, 2022

Alternatively, if you want to avoid dealing with agents and brokers who could likely persuade you to make a biased financial decision, use the WiserAdvisor’s Advisor Match Tool to find a fee-only professional financial advisor who is governed by a fiduciary duty to act in your best interest at all times.

Investments 52

Investments Investing License Accounting 52

Inside Information

JANUARY 31, 2022

Interestingly, this would not simply impact the brokerage firms and insurance companies; a notable inclusion would be the Vanguard organization, whose team of CFP advisors exclusively recommend Vanguard funds when people come looking for investment and financial planning advice.

Commission 40

Commission Clients Sales Fee Only 40

Darrow Wealth Management

NOVEMBER 5, 2024

professional services, consulting, law, health, financial services, farming, among others). 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.

Taxes 71

Taxes Wealth Management Tax Planning Assets 71

The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Compliance 162

Compliance Clients Wealth Management Management 162