Certified Financial Planner, Fiduciary Duty, Investment Advisor and Sales

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Certified Financial Planner

Fiduciary Duty

Investment Advisor

Sales

What type of financial advisor is right for you? Questions you should ask.

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. What is a Certified Financial Planner (CFP) ?

Certified Financial Planner

Certified Financial Planner Financial Advisor Fee Only Financial Planner

What does it mean to be a Fee-Only financial advisor?

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.

Fee Only

Fee Only Financial Advisor Certified Financial Planner Commission

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What type of financial advisor is right for you? Questions you should ask.

What does it mean to be a Fee-Only financial advisor?

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