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Fee Only Financial Planning Management 
Darrow Wealth Management
FEBRUARY 13, 2025
If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. Finding the right financial advisor is so important. Here are some ways to find the best fee-only financial advisor to suit your needs.
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MainStreet Financial Planning
MARCH 7, 2025
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). While AUM advisors may seem appealing, they often come with high lifetime fees and potential conflicts of interest.
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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
Nerd's Eye View
OCTOBER 16, 2023
Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs).
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.
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.
246 
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.
246 
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.
Nerd's Eye View
NOVEMBER 1, 2022
Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.
130 
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.
240 
Nerd's Eye View
SEPTEMBER 3, 2024
Welcome to the 401st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Zack Hubbard.
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.
227 
Yardley Wealth Management
MAY 30, 2023
The post What’s a Fiduciary & Fee-Only Advisor? appeared first on Yardley Wealth Management, LLC. 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.
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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.
Nerd's Eye View
MAY 21, 2024
Welcome to the 386th episode of the Financial Advisor Success Podcast ! 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. My guest on today's podcast is Dann Ryan.
130 
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.
52 
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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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.
130 
Darrow Wealth Management
JUNE 14, 2023
Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential.
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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. My guest on today's podcast is Freeman Linde.
130 
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. My guest on today's podcast is Freeman Linde.
130 
Nerd's Eye View
MAY 28, 2024
Welcome to the 387th episode of the Financial Advisor Success Podcast ! Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. My guest on today's podcast is Jenny Martella.
Nerd's Eye View
MAY 28, 2024
Welcome to the 387th episode of the Financial Advisor Success Podcast ! Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. My guest on today's podcast is Jenny Martella.
Sara Grillo
OCTOBER 21, 2022
In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. I am a CFA® charterholder and I used to be a financial advisor.
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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.
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.
130 
Your Richest Life
JANUARY 27, 2025
Active investing involves a hands-on approach to managing your portfolio. Another problem is that there are fees associated with buying and selling in the markets. Transaction fees, management fees, and capital gains taxes can eat into your returns. of professionally managed portfolios in the U.S.
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Inside Information
JULY 25, 2024
billion in assets under management? You might be interested to know that Arkadios Capital recruited a former LPL team that manages $850 million in client assets. And in between, there are predictions and a lot of boasting from the largest investment management firms and custodians, who like to keep their names in the news.
40 
Your Richest Life
FEBRUARY 24, 2025
The best way forward is to keep an eye on your long-term plans, and try not to get derailed by uncertainty. 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.
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. However, about 58 percent of women still leave the major financial decisions up to their male partners, according to a study from UBS Global Wealth Management. You have to ask for what you want.
Nerd's Eye View
SEPTEMBER 10, 2024
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. My guest on today's podcast is John Mason.
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?
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!
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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.
Yardley Wealth Management
JULY 10, 2020
The post Is Financial Planning a Pandemic Necessity? appeared first on Yardley Wealth Management, LLC. Is Financial Planning a Pandemic Necessity? By Michael Garry Yardley Wealth Management . Please contact us if you’d like to discuss your financial plan. As always, hang in there. .
XY Planning Network
FEBRUARY 12, 2024
Deciding to take the leap to start your own financial planning firm can be very scary. How do I manage compliance? In this peer-to-peer guest series, we take a deep dive into those decisions as XYPN members share their stories, resources, regrets, and successes experienced while launching their financial planning practice.
104 
XY Planning Network
APRIL 1, 2024
Deciding to take the leap to start your own financial planning firm can be very scary. How do I manage compliance? In this peer-to-peer guest series, we take a deep dive into those decisions as XYPN members share their stories, resources, regrets, and successes experienced while launching their financial planning practice.
102 
XY Planning Network
APRIL 15, 2024
Deciding to take the leap to start your own financial planning firm can be very scary. How do I manage compliance? In this peer-to-peer guest series, we take a deep dive into those decisions as XYPN members share their stories, resources, regrets, and successes experienced while launching their financial planning practice.
91 
XY Planning Network
AUGUST 19, 2024
Transitioning from a solo operation to a dynamic team can be a game-changer for boutique financial planning firms. But with growth comes the challenge of building a cohesive team and managing turnover. The key to overcoming these hurdles is intentionally defining and nurturing your firm’s culture.
XY Planning Network
JUNE 10, 2024
Recent surveys conducted by our team at Hubly reveal that many firms prioritize "team accountability" above significant concerns such as workflows for money movements, financial planning, or client onboarding.
XY Planning Network
AUGUST 28, 2023
Deciding to take the leap to start your own financial planning firm can be very scary. How do I manage compliance? We're excited to launch a new series of XYPN member stories entitled "How I Did It." And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work?
95 
XY Planning Network
MARCH 18, 2024
Deciding to take the leap to start your own financial planning firm can be very scary. How do I manage compliance? In this peer-to-peer guest series, we take a deep dive into those decisions as XYPN members share their stories, resources, regrets, and successes experienced while launching their financial planning practice.
89 
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. This could be a friend, spouse or financial planner who helps you weigh spending decisions.
111 
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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