Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. An important distinction is the difference between the suitability standard and fiduciary standard. FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Alicia Vande Ven , M.S.,

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose. What does it mean to be an independent advisor?

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

WiserAdvisor

MAY 31, 2022

The objective is to thoroughly understand the background of the broker or investment advisor from whom you intend to buy a product or engage in a business. Also, be careful about giving your financial documents like tax certificates, government identity cards, etc. on social media. It could be a red flag.

Investing 52

Investing Investments License Accounting 52

Good Financial Cents

JUNE 11, 2023

In stark contrast, Personal Capital is an investment advisor. We accept a fiduciary obligation to act in your best interest, and our advice must be aimed at making money for you, not for us. This is absolutely key with any financial advisor you talk to, whether in person or online. Is Personal Capital for Me?

Management 80

Management Investing Investments Wealth Management 80