Nerd's Eye View

NOVEMBER 1, 2022

We also talk about how, after selling her first advisory practice, Mindy moved to Seattle where she began consulting and found that by being a CFP without a practice, she was receiving a lot of inquiries to share her expertise (as people seemed to feel more comfortable asking her advice because they knew she was not in the business to sell them anything), (..)

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Fee Only Clients Financial Planning Financial Advisor 130

Nerd's Eye View

FEBRUARY 16, 2024

Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients!

Financial Planner 246

Financial Planner Fee Only CFP Compliance 246

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

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. Fee-Only financial advisors, on the other hand, do not receive commissions and are compensated through a fee-for-service model. How are we compensated?

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Fee Only Financial Advisor Certified Financial Planner Commission 52

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.

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Clients Financial Advice Financial Planning Planning 240

Nerd's Eye View

OCTOBER 16, 2023

Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs).

Financial Planning 246

Financial Planning Marketing Marketing Financial Advice 246

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.

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Clients Financial Advice Financial Planning Planning 227

The Big Picture

SEPTEMBER 5, 2024

He explains the impact of free capital, the subtle shift from value to growth, away from hard assets and towards intellectual property. billion in fee only asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high.

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Wealth Management Assets Fee Only Media 228

Inside Information

JULY 25, 2024

billion in assets under management? Or that AssetMark is acquiring $12 billion in client assets from Morningstar? You might be interested to know that Arkadios Capital recruited a former LPL team that manages $850 million in client assets. Or here’s one: Blackrock expects active ETF assets to reach $4 trillion by 2030.

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Fee Only Commission Recruitment Advertising 40

Truemind Capital

JANUARY 24, 2025

Equity Heavy Portfolio : Higher allocation to equity (>80%) at all market levels and low to no allocation to Debt and Gold asset class indicates that your portfolio lacks diversification. A balanced portfolio must have representation from at least the three major asset classes for weathering volatility.

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Commission Wealth Management Portfolio Fee Only 59

Nerd's Eye View

MAY 21, 2024

Dann is a Managing Partner of Sincerus Advisory, an RIA based in New York City, that oversees approximately $165 million in assets under management for nearly 150 client households. Welcome to the 386th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Dann Ryan.

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Clients Fee Only Financial Planning Financial Advisor 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

SEPTEMBER 3, 2024

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Nerd's Eye View

MAY 28, 2024

billion in assets under management for approximately 4,700 client households. My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

The Chicago Financial Planner

NOVEMBER 8, 2021

Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you. If so, this is a good time to revisit your asset allocation and perhaps reduce your overall risk. If you have a financial plan this is an ideal time to review it and see where you are relative to your goals.

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Retirement Marketing Marketing Financial Planner 130

Nerd's Eye View

MAY 28, 2024

billion in assets under management for approximately 4,700 client households. My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

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.

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Financial Planner Fee Only CFP Clients 105

Nerd's Eye View

SEPTEMBER 10, 2024

John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. Welcome to the 402nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is John Mason.

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

Nerd's Eye View

FEBRUARY 13, 2024

Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melody Townsend.

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Clients Certified Financial Planner Financial Advisor Financial Planner 130

Yardley Wealth Management

OCTOBER 22, 2024

How Conflicts of Interest Shape Financial Advice: A Conversation with Mike Garry and Amy Patterson Conflicts of interest in financial advice can greatly impact the recommendations that clients receive, especially from fee-only advisors. Today, many advisors have moved to a fee-only model.

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Financial Advice Fee Only Commission Financial Advisor 52

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. How we are Compensated At Walkner Condon we use the assets under management (AUM) model.

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Nerd's Eye View

FEBRUARY 6, 2024

David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 billion in assets under advisement for 50 client households. Welcome to the 371st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Savir.

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

Darrow Wealth Management

JUNE 14, 2023

There are many different types of sudden wealth events, for example: Receiving an inheritance Stock options or equity compensation Sale of a business Winning the lottery Asset division in a divorce Proceeds from a lawsuit Professional athletes (signing bonus, performance, sponsorships, etc.) Athletes need to be aware of state tax issues.

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Management Wealth Management Wealth Advisor Taxes 105

Darrow Wealth Management

NOVEMBER 17, 2022

With so little time until the end of the year, it may not be feasible to sell a home, business, or other assets unless it was already in the works. Further, if you weren’t planning to sell the asset, it’s usually not advisable to do so for tax reasons alone. Recognize the gain now.

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Taxes Wealth Management Tax Planning Planning 111

XY Planning Network

DECEMBER 12, 2022

So let me give you friendly permission: if you are not using a percentage of assets fee structure, you need to reassess your fees every year or so. As your business grows, your firm is likely to be your biggest personal asset - or one of your most valuable assets.

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Assets Clients Fee Only Marketing 104

Indigo Marketing Agency

APRIL 28, 2023

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.” Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc.

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Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Darrow Wealth Management

OCTOBER 29, 2024

Your asset allocation is the percentage of your portfolio that you distribute between different asset classes, like stocks and bonds. To rebalance your portfolio, you’ll buy and sell certain investments to realign to your accounts with your desired asset allocation. Why do you need to rebalance your portfolio?

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Asset Allocation Accounting Risk Tolerance Portfolio 75

XY Planning Network

NOVEMBER 30, 2022

If you’re one of our beloved members, you are already familiar with some common misconceptions about XY Planning Network, such as “ all members are 25 ” or “ XYPN advisors don’t manage assets.” I’ll address these misconceptions here so we can all get on the same page and make life a little easier for our marketing team.

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Planning Assets Management Fee Only 98

WiserAdvisor

AUGUST 18, 2023

Below are the different types of financial advisors you can choose from based on their fee model: 1. Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

Taxpayers can claim a deduction of up 30% of adjusted gross income (AGI) for charitable gifts of non-cash assets, and up to 60% of AGI for gifts of cash (note that the temporary provisions allowing deductions up to 100% no longer apply in 2022). We should review our personal insurance coverage yearly as our assets and liabilities change.

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Insurance Coverage Retirement Planning Accounting Taxes 98

XY Planning Network

JANUARY 16, 2023

But from their employer’s perspective, they would be essentially walking out the door with the firm’s assets. From the advisor’s perspective, they’ve worked very hard to build those client relationships and manage them with the client’s best interests at heart. Who better to continue that relationship, right?

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Clients Assets Management Recruitment 98

The Irrelevant Investor

MARCH 25, 2018

By Morgan Housel Asset managers know you want to get rich. With Jeremy Schwartz, Wes Gray and Eric Balchunas Only 2% of advisors are fee only With Michael and Ben Are investors confused? Do you have a Teddy Bridgewater, or a David Wright in there? When things are crazy they believe what other people tell them.

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Fee Only Portfolio Assets Management 52

Truemind Capital

JANUARY 24, 2024

Hybrid mutual funds have industry-wide assets under management (AUM) of INR 4.70 By creating your own asset allocation, you can select the best-performing equity fund management team and best-performing debt fund management team from different mutual fund companies which increases your overall returns. Lakh Crore.

Asset Allocation 52

Asset Allocation Fee Only Assets Taxes 52

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. When wouldn’t I want to make an 83(b) election? You will be in a lower tax bracket in the year(s) the shares vest.

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Planning Taxes Certification CFP 98

WiserAdvisor

AUGUST 3, 2023

Working with a financial advisor entails a financial commitment, typically represented by an annual fee of 1% of the assets entrusted to their management. What is a financial advisor’s 1 percent fee structure? Here’s how different types of fee models work in comparison to the 1 percent fee structure: 1.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. The problem was that I couldn’t give these younger clients the time of day in that setting because they didn’t have enough investable assets yet.

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Financial Planning Planning Clients Retirement 88