Sara Grillo

DECEMBER 12, 2022

And, if so, what fees are included in the definition of “all the fees.” pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Charles King is a financial advisor licensed in 55 states and territories.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Good Financial Cents

APRIL 10, 2023

When I was in high school, there was a kid in my class who I definitely *thought* was rich. This couple was definitely “rich” based on their income alone, but they were not wealthy at all. His family owned several fast-food restaurants and they had a huge house that was a lot nicer than mine.

Investing 110

Investing Investments Assets Accounting 110

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59