Tobias Financial

MAY 3, 2024

We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association of Personal Financial Advisors (NAPFA)! He embodies the essence of a true fiduciary, consistently prioritizing the best interests of our clients above all else.

Ethics 52

Ethics Fee Only Wealth Advisor CFP 52

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. They are compensated only by the fee the client pays. Fee-based advisors are where it can get complicated.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. Client advocacy.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

OCTOBER 21, 2022

An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Your Richest Life

JULY 15, 2022

But within these challenges are some opportunities, and I have been navigating these situations with my clients along the way. In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. Listed as a D Magazine Best Financial Planner for the seventh year in a row.

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

FMG

SEPTEMBER 29, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Seen On” section on their site. Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. What are your main marketing challenges?

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. After all, if a client feels that a financial planner understands him, then he remains loyal to him. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. It just means that you might not have many clients yet.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

XY Planning Network

APRIL 3, 2023

If it often feels as if your to-do list never ends with administrative tasks and compliance management, on top of your regular client meetings, you’re not alone! That’s why we invited XYPN members Raquel Hinman, CFP® , and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ to share tips and tools they use to increase productivity in their firms.

Financial Advisor 69

Financial Advisor CFP Compliance Management 69

International College of Financial Planning

AUGUST 2, 2021

Accounting & Tax Planning Firms. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. The ultimate desire for most Financial Advisors in India is to chalk out their path and work with their own set of clients.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. Alicia Vande Ven , M.S.,

CFP 59

CFP Financial Advisor Fee Only Certification 59

Walkner Condon Financial Advisors

DECEMBER 13, 2022

Financial planning, done right, is a helping profession, and I couldn’t wait to help people. However, given the lack of financial need our family had, I struggled to justify putting my job ahead of my childcare and household responsibilities. But, as I started talking to clients and friends, I realized that I wasn’t alone.

Accounting 98

Accounting Financial Advisor CFP Retirement 98

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium! I know that monkey,” he said. “He

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Carson Wealth

AUGUST 28, 2022

CFP® , Director of Consumer Investment Research  . Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. .

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

CFP 74

CFP Planning Management Fee Only 74

Sara Grillo

AUGUST 14, 2023

Why is the fiduciary standard important in financial advice? The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Clever Girl Finance

JULY 16, 2023

What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

CFP 52

CFP Planning Management Fee Only 52

Your Richest Life

APRIL 5, 2022

I usually tell my clients to save 90 percent of their refund, and then take 10 percent to do whatever they want with it. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

Taxes 52

Taxes Budgeting Accounting Fee Only 52

XY Planning Network

MAY 31, 2022

We’ll get to that later, but for now, I want to position that behavioral finance is all about planning towards what’s important to someone. When you deeply understand what a client values and wants most, you can serve as a trusted guide ensuring their financial plan lands them right where they want to be.

Financial Planning 52

Financial Planning Clients Planning Fee Only 52

Inside Information

OCTOBER 30, 2021

He thinks that the distinction has been deliberately (and very effectively) blurred by the brokerage industry, which advertises itself as helping facilitate peoples’ dreams with financial planning and investment advice, whose brokers call themselves, on their business cards, advisors, vice presidents of investments or wealth managers. “If

CFP 40

CFP Commission Education Investing 40

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

International College of Financial Planning

AUGUST 31, 2023

Some of the personal financial advisors get registered as RIA (Registered Investment Advisor) with the Securities and Exchange Board of India and operate on a Fee-only model. Until not long ago, Sebi, the watchdog for markets, gave the nod to the CFP certification for the revered Registered Investment Advisor (RIA) role.)

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. With annuities now being able to be offered in 401k plans, the playing field has changed. We had a great time discussing that in our debate.

Insurance 59

Insurance Financial Advisor Retirement License 59

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. Alicia Vande Ven , M.S.,

Accounting 98

Accounting Banking Certification Financial Advisor 98

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Zoe Financial

FEBRUARY 16, 2023

We often see this with clients who receive equity compensation from an employer. However, financial planning should be personalized, and we suggest reviewing any new strategies with a trusted advisor and tax preparer. Or if the security is missing cost basis, which means the shares were likely purchased prior to 2008.

Taxes 52

Taxes Distribution CFP Accounting 52

Inside Information

JANUARY 31, 2022

I was not surprised to see, in the NASAA survey, that 41% of brokerage and independent BD firms (firms, in other words, that pay commissions to their reps) recommended private securities, compared with practically zero for fee-only advisory firms. Start with TAMP relationships and preferential services offered by custodians.

Commission 40

Commission Clients Sales Fee Only 40