Darrow Wealth Management

NOVEMBER 4, 2024

Most fiduciaries don’t sell products: Most fiduciary advisors are only paid by a percentage of assets they manage for clients. This AUM based fee structure is common among fee-only advisors who are almost always full-time fiduciaries. You can search for CFP® professionals here.

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Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 80

Your Richest Life

SEPTEMBER 12, 2022

That being said, travel prices are still about 17 percent higher than they were in 2019 , so make sure to leave some room in your budget if you haven’t traveled in awhile. 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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Budgeting Fee Only Financial Planning CFP 59

Your Richest Life

AUGUST 10, 2024

Thanksgiving falls a bit later this year, leaving only 27 days between Thanksgiving and Christmas. The last time that happened was in 2019, and retailers responded by starting their Black Friday and holiday sales early. For more information on the services offered, contact Katie today.

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Taxes Budgeting Fee Only Planning 52

FMG

SEPTEMBER 29, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Seen On” section on their site. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. They serve clients across the country but are based in Austin, TX.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Walkner Condon Financial Advisors

SEPTEMBER 27, 2022

Even news outlets use adjectives like “aggressive” and compare the current rate to the “most recent high in summer 2019.” Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country.

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Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. What is an advice-only financial planner? So please subscribe!

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Financial Planner CFP Financial Planning Education 52