Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

Your Richest Life

OCTOBER 1, 2022

The number varies, but $1,000-$2,000 in cash is about the ballpark for covering travel costs, gas, food, etc. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood. Birth certificates. That’s why some cash on hand can be crucial during a disaster. But it happens.

Food 104

Food Insurance Certification Fee Only 104

Walkner Condon Financial Advisors

AUGUST 18, 2022

How a company sets up its stock plans and each employee’s situation can vastly impact these numbers and introduce other considerations that might make an 83(b) more or less appealing. Candidate for CFP® Certification. Alicia Vande Ven.

Planning 98

Planning Taxes Certification CFP 98

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

There are generally restrictions on the number of transactions you can have in this type of account. While it’s technically a checking account, you are generally restricted by the number of transactions you can have without fees and it doesn’t function like a normal checking account. Current Yield: 0.12% – 3.1%

Accounting 98

Accounting Banking Certification CFP 98

International College of Financial Planning

AUGUST 2, 2021

Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. As an independent advisor here are certain certifications you need to be aware of – .

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

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

International College of Financial Planning

SEPTEMBER 3, 2021

However, there is a growing number of advisors who don’t make a living off the fees they charge their clients. This is a complicated process that involves a number of questions. Go for Fee-Only Financial Advisors. Fee-only financial advisors charge their clients a flat fee for providing advice.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52