Asset Allocation Certification Wealth Advisor 
International College of Financial Planning
DECEMBER 29, 2024
The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.
Good Financial Cents
JUNE 11, 2023
They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. So, while these advisors can certainly be excellent, they’re mostly unreachable unless you have millions of dollars to invest.
WiserAdvisor
SEPTEMBER 22, 2022
Ideally, financial experts recommend following the rule of 100, where you can subtract your age from 100 to determine your asset allocation. There are three primary asset classes – stocks, bonds, and cash. There are many more options like certificates of deposits, money market accounts, mutual funds, and more.
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