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. The amount of commission that a financial advisor receives can vary depending on the financial products they are selling and the company they are working for.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 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. What does it mean to be a fiduciary?

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Inside Information

OCTOBER 29, 2023

I said that brokers and sales agents are essentially predators, wolves in sheep’s clothing, where the sheep are fiduciary advisors, and the clothing is, well, you know what it is: ‘fee-based’ and ‘best interest’ (instead of fee-only and fiduciary).

Sales 40

Sales Ethics Fee Only Financial Advice 40

International College of Financial Planning

SEPTEMBER 3, 2021

They may charge for their services either on a commission basis or hourly rates. However, our advice is to trust financial planners who either take a flat annual fee or charge per hour for managing your portfolio instead of charging a commission on every stock they buy or sell. Go for Fee-Only Financial Advisors.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Inside Information

JULY 31, 2022

Currently there are no minimum standards for competency or ethics for those professing to be financial planners. I’m meeting all the highest ethical standards. Mahoney says that right now the organization is looking at a blank slate. Mahoney says that advisors across the board are fed up with the status quo. “I

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators?

Insurance 59

Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59