Indigo Marketing Agency

FEBRUARY 6, 2020

to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. Answer: I was referred to Indigo by my friend and study group member Michael Donahoe at Harvest Asset Group, who sang their praises. About Bryan Lee, CFP ®.

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Certified Financial Planner CFP Financial Planning Fee Only 52

Truemind Capital

JANUARY 24, 2024

Short-termism or myopic thinking refers to making decisions based on what is happening at present instead of taking a longer-term view of future prospects. In such situations, the best thing you can do is ask unbiased fee-only financial professionals which can save you tons of harassment in the future.

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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 FAQs 1.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Walkner Condon Financial Advisors

SEPTEMBER 27, 2022

For reference, the current federal funds rate is 3.25%. So, if you look only at the recent history of interest rates , this may seem like a large jump. Look no further than the current discussion of the federal funds rate. A y ear ago it was.25%. Alicia Vande Ven, M.S. Financial Advisor.

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Financial Advisor Fee Only Certification CFP 52

WiserAdvisor

AUGUST 3, 2023

This article will explore whether their fee of 1% is worth it. What is a financial advisor’s 1 percent fee structure? The 1 percent fee structure refers to the annual advisory fee charged by a financial advisor, typically calculated as a percentage of the Assets Under Advisory (AUA).

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Financial Advisor Retirement Planning Fee Only Retirement 52

Darrow Wealth Management

MAY 3, 2024

As a fee-only financial advisor and fiduciary , we’re always working in the best interest of our clients. Please refer to the media page for more information and links to published works. The post What Should You Do with a Cash Windfall? appeared first on Darrow Wealth Management.

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Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

MAY 3, 2024

As a fee-only financial advisor and fiduciary , we’re always working in the best interest of our clients. Please refer to the media page for more information and links to published works. The post What Should You Do with a Cash Windfall? appeared first on Darrow Wealth Management.

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Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Walkner Condon Financial Advisors

AUGUST 13, 2022

However, the “tax-free” piece of it refers to the capital appreciation, dividends, and earnings that can be tax-free if you follow the IRS rules. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. ABOUT THE AUTHOR. Mitch DeWitt, CFP®, MBA. FINANCIAL ADVISOR.

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Retirement Taxes Financial Advisor Retirement Planning 52

International College of Financial Planning

SEPTEMBER 3, 2021

Queries related to any criminal act in the past and the references of the existing or past clients help in sensing the authenticity of the planners they link their names to. Go for Fee-Only Financial Advisors. Fee-only financial advisors charge their clients a flat fee for providing advice.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

APRIL 25, 2022

The convergence was really between my first-hand experience as a freelancer, my personal connection with the industry, and the feasibility of offering fee-only financial planning to a segment of the population with little to no investable assets that has traditionally been ignored. How are you getting COIs involved?

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Darrow Wealth Management

NOVEMBER 5, 2024

Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor. Please refer to the media page for more information and links to published works. You may never have QSBS, and if you do, you may not be fortunate enough to qualify more than once.

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Taxes Wealth Management Tax Planning Assets 62

Good Financial Cents

APRIL 10, 2023

This can mean things like: Hiring a mentor Joining a mastermind group Investing in personal coaching Learning with the help of books and courses Building relationships by investing in others I like to refer to these investments as “income accelerators” because they can help you boost your income in ways other investments cannot.

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Investing Investments Assets Accounting 110

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Sadly, the film doesn’t show the people walking the town square blindly fixated on iPhones or any drones buzzing about, Tesla robots or any internet references (kids apparently still played outside in the 1989 version of 2015). And, of course, who can forget the holographic shark that attacks Marty in the promotion of “Jaws 19”!

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Assets Investing Investments Marketing 59

Walkner Condon Financial Advisors

MARCH 15, 2023

Tracking Error Tracking error refers to the difference between the weightings of the benchmark – in my earlier example, the S&P 500, and the actual weightings. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country.

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 52

Sara Grillo

MAY 23, 2022

What is an advice-only financial planner? 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.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

WiserAdvisor

MAY 31, 2022

For future reference, try to keep a written record of the complaint you register. This will also include transactions you make and the debit and credit to your account. If you notice any discrepancy in your analysis, notify the concerned financial institution, like your bank, SEC, etc., immediately.

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Investing Investments License Accounting 52

Inside Information

SEPTEMBER 28, 2021

The ’40 Act states (remember the petition’s reference to Section 202(a)(11)(c)?) (Does any of this sound familiar about today’s marketplace?).

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Financial Planner Financial Planning Commission Sales 40

Inside Information

OCTOBER 30, 2021

What about reforming Reg BI–or, as Rostad has referred to it, ‘ Reg BS ?’ I may be too optimistic,” Rostad adds, “but I really think we’re in a place where we could do things that we otherwise wouldn’t have dreamed of under previous administrations.”. Name change?

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CFP Commission Investing Investments 40

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. In addition, his white papers on SPIAs and RMDs, DIAs and SPIAs and marital property considerations, and temporary life annuity contracts serve as research references for other industry contributors.

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Insurance Retirement Financial Advisor License 59

Sara Grillo

MAY 8, 2023

So let’s just suppose that I’m Mr. And Mrs. Financial advisor, and let’s just even suppose I’m a fee-only advisor just for the purpose of simplicity, I do not sell insurance, I don’t get compensated for insurance, I can accept commissions if someone needs term life, I refer them to the insurance agent down the street.

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Insurance Clients Financial Advisor Accounting 59

Sara Grillo

APRIL 11, 2022

It’s a million dollars all going to that one fun company, so you don’t get a commission on that, the clients aren’t charged a commission to get in a front-end load, but you do get a trailing 12-1 fee. And then I’ll say, Okay, well, I can refer you to somebody who can do this for you. It was very successful.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

SEPTEMBER 26, 2022

There’s advice only, there’s fee only, it’s very confusing for the consumer, and so we’re sitting here talking about how do you make it into a profession, which I think is a long ways to go, but to me, the bedrock areas, how do you even define these terms and should all these terms even be used, we refer to a doctor as a doctor, (..)

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CFP Financial Advisor Financial Planner Ethics 59

XY Planning Network

JANUARY 27, 2025

Friction in business refers to anything that slows operations, creates bottlenecks, or diminishes the client experience. Heres the reality: you already use these processes in your practice, but without intentionality, they may be inefficient, inconsistent, or full of friction.

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Financial Advisor Financial Planning Clients Planning 76