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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. Here are some ways to find the best fee-only financial advisor to suit your needs. Heres an explainer on the differences between fee-only and fee-based advisors.

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3 Things You Don’t Know About Josh

The Big Picture

I’m comfortable outing him because he already outed himself in his fabulous new book, “ You Weren’t Supposed To See That.” book I have ever read: Compulsively devourable, beautifully written, and quite revealing. All of that comes through in the book. It’s unlike any other finance (fin-nance?)

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#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

Nerd's Eye View

and how after seeing her staff reach stages of burnout while dealing with acquiring another advisor’s book of business during the early months of the pandemic, Amy intentionally stopped taking on new clients for 3 months and hired a coach to prioritize the mental health of her staff over the economic growth of her firm.

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Financial Literacy Resources for Kids

Your Richest Life

Books for young kids: Follow the Money – Shares the story of a quarter as it is spent, traded and donated during its day. The Coin Counting Book – Introduces what American money looks like, and how to count it. You can also check my “Money Books for Graduates” post for more ideas: . Books for Teens.

Budgeting 116
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Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!

Sara Grillo

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Fee-only advisors are bound to the fiduciary standard. He knew before graduating fee-only was the path for him, his conscience, and his personality.

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“My client hired another advisor for their business 401(k).”

Sara Grillo

My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. As a fiduciary, I charge 1% of your assets, and do not accept commissions.” I’m a Social Security expert.

Clients 52
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This financial advisor makes getting leads from social media look like a piece of cake!

Sara Grillo

He asked for help and found a support community Right now Thomas is a fee-only fiduciary financial advisor. But when he started out, he was working for a broker-dealer firm that charged commissions. He stumbled across a man named Russ Ford who was a fee-only flat fee advisor, and he liked the message.