Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 159

Clients Financial Advice Financial Planning Fee Only 159

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Your Richest Life

JULY 15, 2022

Erin has been a major asset to the planning, organization and scheduling sides of the business. . As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. The Your Richest Life team grew this year, welcoming Erin McIntosh as a client services associate in the spring.

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. Hourly Fee Fee charged per hour of advice.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Sara Grillo

MARCH 22, 2024

Mike Staman Delaware Financial Planning Advice-only planner Florida Kelly Berenbaum Home Flat fee, fiduciary Christopher Diodato [link] Flat-fee financial guidance specializing in individuals interested in FIRE/early retirement. Chris Shoup [link] Georgia David E. I also offer AUM for clients who do not want planning.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Walkner Condon Financial Advisors

AUGUST 5, 2022

And especially during times like this, it’s important to have a plan and stick to it through diversification and owning quality assets and asset-classes. . Jonathon Jordan, CFP®, CEPA. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country.

Certified Financial Planner 98

Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

Walkner Condon Financial Advisors

AUGUST 18, 2022

You plan on leaving the company before the stock is fully vested; You don’t have enough liquid assets or it would strain your finances to pay the taxes upfront; You think the stock value will go down or stay the same; or. Candidate for CFP® Certification. When wouldn’t I want to make an 83(b) election? Alicia Vande Ven.

Planning 98

Planning Taxes Certification Financial Advisor 98

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. Answer: I was referred to Indigo by my friend and study group member Michael Donahoe at Harvest Asset Group, who sang their praises.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

Indigo Marketing Agency

APRIL 28, 2023

Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. I wrote my headline as “Director of Marketing at Indigo Marketing Agency | Empowering Independent Financial Advisors to Connect with Ideal Clients and Grow Assets Under Management.”

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

Your Richest Life

JUNE 30, 2022

Different asset classes are up at different times. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Consider dollar cost averaging , which is where a fixed amount of money is invested regularly, regardless of what the markets are doing.

Risk Tolerance 52

Risk Tolerance Fee Only Portfolio Economy 52

Your Richest Life

APRIL 15, 2024

That means that the assets remain the property of the employer, and can be available to creditors in the event of bankruptcy or other litigation. What are your debts and assets? About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Sara Grillo

JANUARY 9, 2023

We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Dwight Dettloff, CPA, CFP® is the founder of Winding Trail Financial Planning in Colorado. Let’s get into it, folks!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

International College of Financial Planning

SEPTEMBER 3, 2021

The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. Go for Fee-Only Financial Advisors. Hire a Financial Advisor who is a CFP®. Find someone of trust and name.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Walkner Condon Financial Advisors

SEPTEMBER 27, 2022

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. Alicia Vande Ven, M.S. Financial Advisor.

Financial Advisor 52

Financial Advisor Fee Only Certification CFP 52

Inside Information

JULY 31, 2022

And, of course, the pursuit of an SRO opened the door for FINRA (previously the NASD) to argue that it should become that SRO, which would give it free rein to strangle and eliminate these annoying client-first competitors to wirehouse sales agents and asset-gatherers.

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Carson Wealth

AUGUST 28, 2022

CFP® , Director of Consumer Investment Research  . Most common is charging a percentage of assets managed on behalf of a client. This model is called AUM (assets under management). An AUM fee is charged to a client – for example, 1% annually – by the investment advisory firm. AUM Fee Model vs. Commission Model .

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. Bogle and His Lifelong Battle to Serve Investors First.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Walkner Condon Financial Advisors

AUGUST 13, 2022

Most Americans enjoy the idea of delaying a tax bill from Uncle Sam and allowing their assets to compound. Mitch DeWitt, CFP®, MBA. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. This is a powerful way to accumulate wealth long-term. . ABOUT THE AUTHOR.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Clever Girl Finance

JULY 16, 2023

Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. A CFP stands for Certified Financial Planner (Certified by the CFP board) , which is what you should look for if you decide to go this route. The percentage is typically about 1%.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. A CFP stands for Certified Financial Planner (Certified by the CFP board) , which is what you should look for if you decide to go this route. The percentage is typically about 1%.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

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!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

International College of Financial Planning

AUGUST 31, 2023

However, relying on a single asset class or Investment within an Asset class can be risky and limiting. By spreading your investments into different assets, you can reduce your overall investment risk, increase your potential for returns, and ensure long-term stability.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. With annuities now being able to be offered in 401k plans, the playing field has changed.

Insurance 59

Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

APRIL 11, 2022

He does not take custody of assets or have discretion. The beauty of his practice is that he can help people with low assets and it makes no difference to him financially. He also has considerably less of a compliance, operational, and administrative burden because he is not taking custody or discretion of his clients’ assets.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Good Financial Cents

APRIL 10, 2023

While they earned half a million dollars per year, they only had $17,000 in total assets. That’s right; they were in their mid-thirties and they wanted to retire at age 50, yet they only had $17,000 in actual assets to their name! cars, boats and toys) Invest in income-producing assets (i.e.

Investing 109

Investing Investments Assets Accounting 109

Inside Information

JANUARY 31, 2022

I was not surprised to see, in the NASAA survey, that 41% of brokerage and independent BD firms (firms, in other words, that pay commissions to their reps) recommended private securities, compared with practically zero for fee-only advisory firms.

Commission 40

Commission Clients Sales Fee Only 40