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). Instead, they provide objective, conflict-free financial advice at a predictable cost.

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

Indigo Marketing Agency

MARCH 5, 2025

LinkedIn outreach: Direct messaging and LinkedIn posts help engage professionals interested in financial planning. Google Ads: Running search ads targeting keywords related to your seminar topic ensures you reach prospects actively searching for financial guidance. This is particularly true when you are a guest speaker.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Clever Girl Finance

DECEMBER 23, 2024

That’s where financial planning for freelancers comes in. As a freelancer, youre your own boss, accountant, and financial planner all rolled into one. If managing taxes, deductions, and financial planning feels overwhelming, hiring a CPA with experience in freelancing can be invaluable.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Park Place Financial

SEPTEMBER 8, 2022

These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Certified Financial Planner (CFP) . Are there conflicts of interest in the advisor offering you financial guidance? . Seek a Reliable Personal Financial Advisor . email or phone call)? .

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. Here’s a deep dive into the average fees of financial advisors, in 2023. Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Park Place Financial

NOVEMBER 29, 2022

expertise from our certified financial planner and other advisors. At Park Place Financial, we observe our fiduciary duty to always act in our client’s best interest, meaning you will receive the utmost transparency whenever you rely on us for financial. We work collaboratively to ensure you access diverse.

Certified Financial Planner 52

Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 52