Darrow Wealth Management

FEBRUARY 13, 2025

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.

Fee Only 56

Fee Only Financial Advisor Financial Planner Certified Financial Planner 56

Sara Grillo

AUGUST 14, 2023

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

MAY 24, 2024

I’m writing a book about how to find a financial advisor who won’t ruin your life. How to reduce the fees you pay to a financial advisor #1 First thing: know what all the fees are. There are websites such as NAPFA, fee only network and XYPN that offer advisor search directories. Check it out.

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Accounting 52

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Do advisors breach fiduciary duty when they fail to recommend annuities? This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less.

Insurance 59

Insurance Retirement Financial Advisor License 59