Sara Grillo

OCTOBER 21, 2022

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. Fee-only advisors are bound to the fiduciary standard. He knew before graduating fee-only was the path for him, his conscience, and his personality.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 163

Clients Financial Advice Financial Planning Fee Only 163

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Financial Planner 223

Financial Planner Management Planning Financial Advisor 223

Yardley Wealth Management

JUNE 6, 2023

A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors. A certified financial planner (CFP) designation indicates that an advisor has met certain standards of education, experience, and ethics.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 148

Clients Financial Advice Financial Planning Fee Only 148

Your Richest Life

JULY 15, 2022

As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. -Writing more than 190 blog posts for my own website .

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

Tobias Financial

DECEMBER 22, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. Yesenia emphasized the fundamental differences in approach and ethos between advisors working within the brokerage industry and those operating under fiduciary standards.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Tobias Financial

DECEMBER 19, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. Yesenia emphasized the fundamental differences in approach and ethos between advisors working within the brokerage industry and those operating under fiduciary standards.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 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. CFP Exam: Successful completion of the CFP exam.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

XY Planning Network

MAY 8, 2023

Last month we invited XYPN members, Corey Beal, CFP® , and David McPherson, CFP® to sit down with XYPN Managing Director of Compliance, Travis Johnson, IACCP®, t o discuss the ins and outs of managing compliance as an independent RIA owner.

Compliance 76

Compliance Financial Advisor Management CFP 76

Sara Grillo

MARCH 22, 2024

Mike Staman Delaware Financial Planning Advice-only planner Florida Kelly Berenbaum Home Flat fee, fiduciary Christopher Diodato [link] Flat-fee financial guidance specializing in individuals interested in FIRE/early retirement. Chris Shoup [link] Georgia David E. I also provide one-time retirement plans for DIY investors.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Your Richest Life

APRIL 30, 2024

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. However, if you’re not in a rush, it still might be worth holding out for further improvements. For more information on the services offered, contact Katie today.

Fee Only 52

Fee Only CFP Retirement Sales 52

XY Planning Network

APRIL 3, 2023

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

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. Check out this blog post to learn your options and the pros and cons of each option.

CFP 59

CFP Financial Advisor Fee Only Certification 59

Your Richest Life

DECEMBER 1, 2022

Challenge yourself to invest more (if it makes sense for your situation,) or work with a CFP to grow your money even more. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Let go when you need to. But they’re not always practical.

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

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

Your Richest Life

MARCH 31, 2023

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today. The post The Impact of the Recent Bank Failures appeared first on Your Richest Life.

Banking 105

Banking Insurance Fee Only Accounting 105

Your Richest Life

JANUARY 4, 2023

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Wherever you choose to keep your emergency fund, make sure it’s convenient enough to access in an emergency, but not so convenient that you can tap into it for everyday purchases.

Accounting 105

Accounting Fee Only Financial Planning CFP 105

XY Planning Network

JULY 7, 2023

If you're interested in learning how adding tax planning benefits your business model and how to easily incorporate it into your service offerings, this session, hosted by XYPN's Director of Tax, Sam Nguyen, CFP®, EA is for you! Enjoy the recording!

Tax Planning 63

Tax Planning Taxes Planning CFP 63

Your Richest Life

MARCH 26, 2024

Frugality: How to Use Them to Improve Your Life Check These Spring Financial Tasks Off Your List About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.

Budgeting 52

Budgeting Fee Only Taxes Accounting 52

FMG

SEPTEMBER 29, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP 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 52

CFP Planning Management Fee Only 52

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

candidate for cfp® certification. Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country. Alicia Vande Ven, M.S.

Accounting 98

Accounting Financial Advisor Certification CFP 98

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. I’d like to thank Bryan Lee, CFP®, of Strategic Financial Planning for sharing how Indigo Marketing has helped his firm.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

International College of Financial Planning

AUGUST 2, 2021

However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter. There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. CFP ( Certified Financial Planner ).

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

XY Planning Network

JULY 7, 2023

If you're interested in learning how adding tax planning benefits your business model and how to easily incorporate it into your service offerings, this session, hosted by XYPN's Director of Tax, Sam Nguyen, CFP®, EA is for you! Enjoy the recording!

Tax Planning 52

Tax Planning Taxes Planning CFP 52

Your Richest Life

NOVEMBER 11, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Prepare for the worst, hope for the best, and revisit your financial plan when you need to make adjustments. About Your Richest Life.

Certified Financial Planner 110

Certified Financial Planner Estate Planning Financial Planning Planning 110

Your Richest Life

MARCH 15, 2023

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. However you do it, the important thing is to know yourself, your money behaviors and your limits around spending.

Budgeting 111

Budgeting Financial Planner Planning Financial Planning 111

FMG

SEPTEMBER 6, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Walkner Condon Financial Advisors

DECEMBER 13, 2022

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. ABOUT THE AUTHOR. Alicia Vande Ven, M.S. Alicia Vande Ven , M.S.,

Accounting 98

Accounting Financial Advisor CFP Retirement 98

Walkner Condon Financial Advisors

AUGUST 5, 2022

Jonathon Jordan, CFP®, CEPA. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. And especially during times like this, it’s important to have a plan and stick to it through diversification and owning quality assets and asset-classes. . Financial Advisor, PARTNER.

Certified Financial Planner 98

Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

Walkner Condon Financial Advisors

AUGUST 18, 2022

Candidate for CFP® Certification. Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country. Alicia Vande Ven.

Planning 98

Planning Taxes Certification Financial Advisor 98

Your Richest Life

SEPTEMBER 2, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Finally, if you’re dealing with a significant amount of student debt, here are some tips to help you create a payoff plan: About Your Richest Life.

Planning 102

Planning Fee Only Taxes CFP 102

Your Richest Life

MARCH 15, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Charitable Giving: How to Work it into Your Life, Budget and Estate Planning. Natural Disasters: Prepare Your Family and Help Others. About Your Richest Life.

Medicine 52

Medicine Fee Only Estate Planning CFP 52

Indigo Marketing Agency

APRIL 28, 2023

Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

Your Richest Life

MAY 30, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Should You Buy Investment Real Estate Right Now? What to Consider Before You Upsize Your Home. About Your Richest Life. For more information on the services offered, contact Katie today.

Fee Only 59

Fee Only CFP Budgeting Financial Planning 59