Sara Grillo

MARCH 13, 2023

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. If yes… Join the Transparency Advisor Movement.

Financial Advisor 59

Financial Advisor Assets License Management 59

WiserAdvisor

JANUARY 23, 2024

The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Harness Wealth

JUNE 9, 2023

per year from 2013 to 2022, according to the U.S. Crafting Your Personalized Financial Plan: A Step-by-Step Guide Now that we’ve covered how to think about financial planning, let’s go into step-by-step detail on how to create a personalized financial plan. Bureau of Labor Statistics.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. billion deal. What’s it like in Spain?

Clients 162

Clients Investing Investments Management 162

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

As these tables can take a while to be published or readily available, let’s for now break the past twenty years of available market data into two 10-year periods: 2003-2012 and 2013-2022. To make things simpler (as this discussion is about stocks) we’ll focus on the larger stocks in the three categories discussed above: U.S.

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

APRIL 25, 2023

So, so let, let’s, that’s surprising because when we launched our firm in 2013, I felt like we were a decade past the real launch of registered investment advisories. And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. RITHOLTZ: Really?

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

MAY 8, 2023

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. If yes… Join the Transparency Advisor Movement.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

SEPTEMBER 26, 2022

2013, March). Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. City: Washington, DC. www.cfp.net.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. 2013, March). Just Say No’ to CFP Board’s New Standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 16, 2023

So, but the people that came to me were people with financial apps. So in 2013, just like you said, VCs are not perfect. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition. They are like MOS.

Media 290

Media Investing Investments Valuation 290