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?

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Your Richest Life

JANUARY 27, 2025

Your investing strategy is a personal approach based on your goals, life stage and risk tolerance. There are so many different ways to invest, but two of the most common methods youll find are active and passive investing. What is active investing? Active investing involves a hands-on approach to managing your portfolio.

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eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

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Nerd's Eye View

MAY 21, 2024

So, whether you're interested in learning about how to build a career entirely at fee-only firms, the unexpected upsides of impostor syndrome, or how to handle situations where clients bring their own investment ideas to the table, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dann Ryan.

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XY Planning Network

JULY 8, 2024

For these situations where rules of thumb and back-of-the-napkin advice won't suffice, more comprehensive and detailed projections are still preferred, and traditional financial planning software is often the advisor's most effective tool. So, which planning software should you use? Let's take a look!

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Tobias Financial

APRIL 1, 2025

Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence. He tailors his approach to support long-term goals, whether it’s retirement planning, saving for education, or managing major life transitions.

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eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. The problem was that I couldn’t give these younger clients the time of day in that setting because they didn’t have enough investable assets yet.

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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. It’s important to note that commission-based financial advisors are not required to disclose the amount of commission they receive on the products they sell.

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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.

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The Chicago Financial Planner

NOVEMBER 8, 2021

Financial Planning is vital. If you don’t have a financial plan in place, or if the last one you’ve done is old and outdated, this is a great time to review your situation and to get an up-to-date plan in place. Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you.

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Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors.

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Sara Grillo

OCTOBER 21, 2022

RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisors are bound to the fiduciary standard.

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Inside Information

JULY 25, 2024

Did you know that World Investment Advisors recently acquired a Raymond James RIA with $3.5 Rollup and private equity acquisitions are headline news—if they involve more than $500 million in investible assets, anyway. My subscription service is paid for by the user, just like fee-only advisors are paid by their clients.

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Your Richest Life

NOVEMBER 1, 2024

These moments are exactly why we lean into more long-term investing strategies. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. We know the markets get temperamental during elections.

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Your Richest Life

MARCH 8, 2024

But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members. The good news is that there are investment options for every income level.

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Nerd's Eye View

MAY 28, 2024

In this episode, we talk in-depth about how Jenny and her partner grew their firm from $19 million to $250 million of assets under management in just 7 years, thanks in large part to investing in a professionally designed website that highlighted their status as a women-run fee-only financial planning firm, how Jenny felt an increasing burden of operational (..)

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Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend.

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Nerd's Eye View

MAY 28, 2024

In this episode, we talk in-depth about how Jenny and her partner grew their firm from $19 million to $250 million of assets under management in just 7 years, thanks in large part to investing in a professionally designed website that highlighted their status as a women-run fee-only financial planning firm, how Jenny felt an increasing burden of operational (..)

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Your Richest Life

NOVEMBER 26, 2024

There are also more people than ever going back to college, getting degrees, and investing in their career well into (and beyond) middle age. Money tips for your 40s About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

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Your Richest Life

FEBRUARY 24, 2025

Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.

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Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

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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 My guest on today's podcast is David Savir. billion in assets under advisement for 50 client households.

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Your Richest Life

JANUARY 4, 2023

Few things about financial planning are absolutely certain, but one thing is: expensive emergencies are going to happen. But you also don’t want to invest your emergency fund in the stock market, or anywhere else that’s too volatile. Those accounts also don’t typically yield much growth on your investment. .

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Your Richest Life

DECEMBER 1, 2022

I talk about some of those options in my “How to Adjust Your Financial Plan” post. Watching others and trying to adapt your plan to theirs is a surefire way to get you off course. For example, just because everyone in your circle is buying real estate or investing in cryptocurrency, doesn’t mean you should, too.

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Your Richest Life

OCTOBER 31, 2022

Diversification gives your investments a cushion in case of economic hardships or unexpected downturns. Before you can answer that, it’s important to consider what kind of retirement you’re planning to have. A Solo 401(k) actually has more room to invest than your standard 401(k) if you’re a business owner.

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International College of Financial Planning

AUGUST 31, 2023

Investing your money is crucial to securing your financial future and achieving your goals. Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. However, relying on a single asset class or Investment within an Asset class can be risky and limiting.

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XY Planning Network

AUGUST 27, 2024

Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. For most advisors, the value of financial planning is ascribed to the products they sell.

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XY Planning Network

NOVEMBER 28, 2022

We see many advisors with successful careers in financial planning and investment management influenced at some level by the ability to cross every “T” and dot every “I.” 7 MIN READ. If you or an advisor you know finds themselves making such a change, one important detail that can't be missed is The Broker Protocol.

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Your Richest Life

MARCH 15, 2023

When you’ve built a “treat yourself” fund into your budget, you know exactly how much you can spend without blowing your financial plans. Second, planning requires you to put a bit more thought into what you’re treating yourself with. First, you can eliminate the guilt that sometimes accompanies impulse buys.

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Your Richest Life

SEPTEMBER 10, 2024

Your ideal investing strategy will be unique to you: your life phase, goals and risk tolerance will all play a role in informing your “ideal” methodology. Here are some steps to nailing down your best investing strategy: Finding Your Best Investing Strategy Tip #1: Figure Out Your Goals Your goals are a great place to start.

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XY Planning Network

MAY 21, 2024

With the rapidly increasing use of digital technology in the fintech space to aid in delivering investment management and financial planning services or to supplement an adviser’s existing services, many more firms are working with clients virtually and relying on technology to support their advisory business.

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Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-based advisors are where it can get complicated.

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Sara Grillo

DECEMBER 13, 2024

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

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Your Richest Life

JULY 29, 2022

Financial Literacy for Tweens (Ages 9-13). As kids get older, they can be introduced to more complex financial ideas, like investing. How to Turn $100 into $1,000,000 – This is another fun, easy read that will introduce kids to investing, starting a business and managing money. Financial Literacy Books for Parents.

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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.

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Your Richest Life

JANUARY 31, 2022

government, so they’re considered a generally low-risk investment. . The trouble with low-risk investments is that they can also come with a lower reward. Should you invest in savings bonds? One perk to investing in the Series I bonds right now is that it helps offset some of the losses from inflation. 1 and May 1.

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XY Planning Network

JUNE 13, 2022

Outside investment managers—such as TAMPs and robo-advisors—are a popular solution for advisors seeking to offer clients expert asset management services without needing to hone that expertise themselves or simply spend the time doing it (as in financial planning-only firms). 5 MIN READ.

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