Tobias Financial

JULY 11, 2023

That’s why we are proud to emphasize the significance of the CERTIFIED FINANCIAL PLANNER ( CFP®) designation. The CFP® holds significant importance to us as a firm, as it represents a high standard of excellence in the field of financial planning. Why is the CFP® designation crucial to us?

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WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

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Park Place Financial

SEPTEMBER 8, 2022

Certified Financial Planner (CFP) . One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. Review Their Commitment to Their Clients . Are they fiduciary?

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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. The suitability standard requires brokers and investment advisors to recommend investments that are suitable for the client.

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Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. 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.

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Sara Grillo

DECEMBER 22, 2023

Check out this blog I wrote about all the BS financial advisor awards. Often these people are focused on marketing at the expense of client relationships and client service. Find a financial advisor whose sole focus is serving their clients, and be wary of anything that implies distraction. Check it out.

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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. Their fiduciary duty obliges them to always act in the best interests of their clients, minimizing potential conflicts of interest.

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