Your Richest Life

MAY 20, 2025

Specific financial guidance is not one-size-fits-all, so the tips you find online might not be right for your situation. Check out LetsMakeaPlan.org for a list of certified financial planners that suit your needs. Look into the Financial Therapy Association to find a therapist that suits your needs.

Management 52

Management Certified Financial Planner Financial Planning Budgeting 52

The Big Picture

MAY 13, 2025

So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct? So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. 00:25:15 [Speaker Changed] Huh, really, really fascinating.

Clients 130

Clients Investing Investments Management 130

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. Here’s a deep dive into the average fees of financial advisors, in 2023. Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. CFP Exam: Successful completion of the CFP exam.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Park Place Financial

SEPTEMBER 8, 2022

These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Certified Financial Planner (CFP) . Are there conflicts of interest in the advisor offering you financial guidance? . Seek a Reliable Personal Financial Advisor . Related Posts.

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Indigo Marketing Agency

DECEMBER 8, 2022

Although some may consider financial guidance as a nonessential service, according to a CFP Board recent study, 65% of adults working with a financial advisor feel more prepared now than they did in 2008 for a potential recession. . Clients are putting their financial plan (and their financial planner) to the test. .

Marketing 52

Marketing Marketing Financial Advisor Clients 52

Sara Grillo

MAY 16, 2022

Abundo provides flat fee financial planning. This includes unlimited financial guidance for all of life’s adventures including all meetings, texts, e-mails, and calls. The point is that this would be a good, low cost financial advisor for someone with about $1MM or more of assets. Jon Luskin, CFP. 375 start up. $89

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52