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

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 210

Financial Planning Marketing Marketing Financial Advice 210

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.

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Financial Planner Management Planning Financial Advisor 221

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.

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Financial Advisor Clients Fee Only Planning 130

Yardley Wealth Management

JUNE 6, 2023

Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death. This plan can include a living trust, a legal document that allows assets to pass to beneficiaries without going through probate court.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

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

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

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 Fee Only 161

Inside Information

APRIL 26, 2024

The broker-dealers would tell their reps (and some still do) that if they were to venture outside of the BD’s compliance umbrella and go fee-only, the SEC would come after them with a vengeance. Or that FINRA is going to take over the regulation of all advice-givers, and bring the hammer down on those fee-only ‘rogue brokers.’

Fee Only 40

Fee Only Professional Services Clients Compliance 40

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.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

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

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 Fee Only 147

Sara Grillo

MARCH 22, 2024

Steven Kampschmidt Home Freedom Found Financial Andy Panko [link] Tenon Financial New Mexico Jose Sanchez [link] Flat fee financial planning for families living with and through Alzheimer’s New York State Laura Rotter www.trueabundanceadvisors.com I am an annual retainer, flat fee advisor.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

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

Truemind Capital

JANUARY 22, 2024

Another way is taking the help of fee-only investment advisors to guide you with the right investments and asset allocation at fair prices which are suitable to your risk profile and investment objectives. One way to minimize disappointment is by investing in a staggered manner over a period of at least 5 years.

Investing 52

Investing Investments Asset Allocation Valuation 52

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 82

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. Set aside a rainy-day fund for when those unexpected things come up. I also recommend they save a portion of their income for retirement.

Estate Planning 86

Estate Planning Financial Planner Insurance Retirement 86

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. . He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. Jonathon Jordan, CFP®, CEPA.

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Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

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

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.

Taxes 95

Taxes Wealth Management Tax Planning Planning 95

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 83

Walkner Condon Financial Advisors

OCTOBER 28, 2022

You will still have the ability to receive reports and reallocate the assets when you see fit. This allows you to consolidate your assets into one 401(k) plan for potentially better continuity in your investments. . The downside is that fees may not be lower than your previous plan and the investment lineup will also be different.

Financial Advisor 52

Financial Advisor Planning Assets Fee Only 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

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 Consulting 130

Yardley Wealth Management

MAY 23, 2023

Having clear goals will help you make informed decisions about how to allocate your assets. List all your assets, including savings, investments, retirement, real estate, and valuables, to determine your available resources. Consider your beneficiaries: Think about who you want to leave your assets to and in what proportions.

Planning 40

Planning Estate Planning Wealth Management Financial Advisor 40

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.

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

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

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.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Sara Grillo

OCTOBER 10, 2022

Fee-only vs. fee-based. But… Fee for service (and only fee for service) is a haven where the sales agenda mimicry cannot follow. No longer will ‘asset gatherers’ and salespeople in the brokerage world be able to wear the sheep’s wool of the real professionals. Fiduciary vs. ‘best interest.’.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 52

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.

Fee Only 52

Fee Only Portfolio Assets Management 52

Carson Wealth

AUGUST 28, 2022

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. A portion of the fee is then paid to the financial advisor. AUM Fee Model vs. Commission Model

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 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. My kids claim our current vacation is the best because it’s fresh in their minds, and they remember it most clearly.

Financial Advisor 52

Financial Advisor Fee Only Certification CFP 52

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 71

Indigo Marketing Agency

FEBRUARY 6, 2020

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. About Bryan Lee, CFP ®.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

Walkner Condon Financial Advisors

MARCH 15, 2023

Certain stocks can also be substituted for each other as well, maintaining the target asset allocation but allowing for a stock to have losses recognized for end of the year tax planning. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country.

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 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.

Planning 98

Planning Taxes Certification Financial Advisor 98

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. There is a record of it.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52