Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Nerd's Eye View

FEBRUARY 25, 2025

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households. Read More.

Compensation Planning 143

Compensation Planning Clients Planning Wealth Advisor 143

Nerd's Eye View

DECEMBER 5, 2023

billion in assets under management for just over 350 client households. Jeff is the President of Stratos Private Wealth, an RIA based in San Diego, California, that oversees almost $1.5 billion of AUM (and is now increasing the firm's marketing budget and hiring a dedicated marketing professional to help further expand his firm's reach).

Compensation Planning 245

Compensation Planning Planning Financial Advisor Clients 245

Nerd's Eye View

JANUARY 21, 2025

Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households.

Taxes 202

Taxes Tax Planning Financial Advisor Compensation Planning 202

Nationwide Financial

MARCH 6, 2023

One strategy is to accumulate deductions that a client would normally take over 2 years into a single year. For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Don’t forget about the net investment income tax (NIIT), which is an additional 3.8%

Tax Planning 78

Tax Planning Taxes Planning Distribution 78