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.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

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. Financial planning for smaller accounts: is it really possible?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Nerd's Eye View

FEBRUARY 13, 2024

What's unique about Melody, though, is how after her first decade in practice, she quadrupled her revenue in the subsequent 2 years by restructuring her business model from standalone hourly engagements and project planning fees to a more holistic wealth management offering that combined investment management and financial planning for a single AUM (..)

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Sara Grillo

MAY 23, 2022

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’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Your Richest Life

MARCH 15, 2023

Enlist an Accountability Partner If you know that you struggle to manage impulse spending, an accountability partner might help you stay on track. This could be a friend, spouse or financial planner who helps you weigh spending decisions. You can also set up an account that is only for spending money.

Budgeting 111

Budgeting Financial Planner Planning Fee Only 111

Your Richest Life

DECEMBER 1, 2022

So open all the credit card statements, look at your accounts, and move forward knowing you have the full picture in mind. There are many paths to financial success, and you have to find your own. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. This fee covers not only investment management, but also financial planning.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Indigo Marketing Agency

APRIL 28, 2023

I would leave your name out of the headline if your firm name has your own name in it since that keyword is already accounted for in your name. If your firm name clearly states what you do and who you do it for, I would include the name, such as Financial Advisor with Women & Wealth Financial Group.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Your Richest Life

JUNE 14, 2024

Where do your retirement accounts stand now? But if you earn too much for an IRA, you can open a brokerage account instead, which is a taxable investment account. For self-employed physicians, a Simple IRA, SEP IRA or Solo 401(k) are some of the best options for retirement accounts. Moving, traveling, hobbies, etc.)

Retirement Planning 52

Retirement Planning Retirement Planning Fee Only 52

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Accounting & Tax Planning Firms. Banks & NBFCs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ But not as a financial planner.). Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Your Richest Life

FEBRUARY 28, 2022

According to a Creditcards.com poll , 32% of Americans in a serious relationship have cheated financially. That included spending more than their partners would be okay with, or having debt, credit cards or savings accounts that their partner knew nothing about. Secret Keeping and Financial Independence in Couples’ Finances.

Budgeting 59

Budgeting Accounting Financial Planner Fee Only 59

Your Richest Life

MAY 29, 2025

That can come in many forms, including budgeting apps, hiring a financial planner, or even just working with a friend as an accountability partner. You might find that you need to rebalance your account or take a look at your investments so far. This is also an ideal time to get some of your tax planning taken care of.

Budgeting 52

Budgeting Financial Planner Asset Allocation Taxes 52

XY Planning Network

OCTOBER 10, 2022

When it comes to being a financial advisor and running your practice, you must wear multiple hats – finance, business development, portfolio management, client relations, marketing, accounting – the list goes on and on. Marketing is just one piece of the puzzle, but it’s an important one.

Marketing 98

Marketing Marketing Financial Advisor Portfolio Management 98

Your Richest Life

SEPTEMBER 10, 2024

Make sure that the investments in your account reflect what you are trying to accomplish, both short and long term. There are plenty of amazing financial planners who can help you set up and manage your investments, and explain the process along the way.

Investing 52

Investing Investments Risk Tolerance Financial Planner 52

WiserAdvisor

AUGUST 18, 2023

Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. Below are the different types of financial advisors you can choose from based on their fee model: 1.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Your Richest Life

DECEMBER 19, 2022

Bring in Accountability. If the last several years of your life look the same – similar unmet goals, less progress than you’d hoped – then it might be time to bring in an accountability partner. That’s why people employ fitness trainers, business coaches and financial planners. About Your Richest Life.

Financial Planner 52

Financial Planner Fee Only Accounting CFP 52

Gen Y Planning

DECEMBER 4, 2023

Everyone rattles off ideas about different resolutions you can set, how to automate your way to your goals, or different “hacks” to help you double the size of your bank account and retire by 45. This is where teaming up with a fee-only financial planning team can help you. Sound familiar? Not sure where to begin?

Planning 64

Planning Accounting Banking Retirement 64

Sara Grillo

JANUARY 9, 2023

Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Executing outreach to college students to encourage them to avoid predatory wirehouse and insurance training programs and pursue fee-only paraplanning jobs instead. Mentoring younger advisors.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner CFP 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner CFP 52

WiserAdvisor

AUGUST 3, 2023

They may also charge an hourly rate for every meeting you have or a commission for the financial instruments they recommend. Here’s how different types of fee models work in comparison to the 1 percent fee structure: 1. In fact, a fiduciary may even offer fee arrangements that align better with your interests.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Inside Information

SEPTEMBER 28, 2021

The petition notes that the SEC, in response to litigation from the Financial Planning Association back in 2005, had proposed to go further, and require anyone holding themselves out as a “financial planner” or providing “financial planning services,” or delivering a financial plan to their customers, be required to register as an RIA. .

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Sara Grillo

AUGUST 14, 2023

According to the Consumer Federation of America , When they are marketing their services to the investing public and enticing clients into handing over their hard-earned savings, these sales-based financial professionals present themselves as “trusted advisors” whose only concern is their clients’ best interest.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

APRIL 11, 2022

And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). But the idea of becoming an hourly financial planner is met with such resistance you would think you told people to saw off their left arm.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Inside Information

OCTOBER 30, 2021

B y now, I’m sure most of you are familiar with the Committee for the Fiduciary Standard—but if not, well, it’s a group of prominent advisors who advocate that anybody who holds out as a financial planner or advisor be held to a strict fiduciary standard. I participate in their discussions, though I’m not formally a member.

CFP 40

CFP Commission Education Investing 40

Your Richest Life

NOVEMBER 11, 2022

If you’ve struggled with staying on track, you could also seek out the help of a Certified Financial Planner to assist you in making a plan that works for you. Increase Retirement Account Savings. If you’ve got a healthy emergency fund in place, look next at your retirement accounts. About Your Richest Life.

Certified Financial Planner 110

Certified Financial Planner Estate Planning Financial Planning Planning 110

MainStreet Financial Planning

OCTOBER 3, 2023

Reach out for support from a financial coach or fee-only financial planner can also be helpful. Here are a few resources: Garrett Planning Network for help on a flat-fee or hourly basis. Accredited Financial Counselors (AFC) for financial coaching. Making dinner/meal sharing.

Estate Planning 98

Estate Planning Financial Planner Insurance Retirement 98

Yardley Wealth Management

JUNE 6, 2023

A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors. A certified financial planner (CFP) designation indicates that an advisor has met certain standards of education, experience, and ethics.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

The Big Picture

APRIL 25, 2023

Every now and then I’m horrified to see people not have attorneys, not have accountants, sign documents. I’ve been saying, I don’t see how they don’t collapse under the weight of their own fees churning underperformance and the lack of a fiduciary standard. Like, how much are you saving?

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Inside Information

JUNE 2, 2025

As I look back at my messaging in the early days of financial planningthe 1990s and early 2000s when real professionals were starting to emerge from the sales packI see that I was constantly reminding my audience that their services were valuable. Will the public finally acknowledge the need for a financial planner as well?

Financial Planner 40

Financial Planner Fee Only Clients CFP 40

Your Richest Life

MARCH 26, 2025

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. If youre nervous about investing or unsure of where to start, consider working with a financial planner to help you get on the right track.

Financial Planning 52

Financial Planning Planning Medical Budgeting 52