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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. Finding the right financial advisor is so important. Here are some ways to find the best fee-only financial advisor to suit your needs.

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How To Use An “As Featured In” Section On Your Advisor Website + 3 Examples

FMG

Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. He works with a particular niche , and that is that he only works with Generation X and Y (Millennials) clients.

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Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

In cases like these, outside counsel can help you navigate money worries and major life events. These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. With this, you will get a personalized financial plan built to suit your and your family’s needs.

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Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

In cases like these, outside counsel can help you navigate money worries and major life events. These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. With this, you will get a personalized financial plan built to suit your and your family’s needs.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

JR: literally hundreds of CFS who are still practicing who have many, many disclosure events. We definitely could, and I agree, when you look at a practicing CFP who has 15, 20 major disclosure events on their record and is not just little sub, just lots of inappropriate recommendations, but all kinds of bad stuff.

CFP