WiserAdvisor

JULY 9, 2025

Today, you can choose from different types of financial advisors , such as fee-only, commission-based, hourly, AUM-based, or whatever works for your financial situation. You do not have to hire a full-time financial advisor and pay hefty fees. Today, you can work with fee-only advisors who charge by the hour or per plan.

Financial Advisor 59

Financial Advisor Investments Investing Asset Allocation 59

Sara Grillo

APRIL 11, 2022

Saving investors from the “Humpty Dumpty portfolio” Rick has delivered a high value service to investors by decluttering the “Humpty Dumpty portfolios” made by other advisors creating “complexity for the sake of job security.” I was managing their money in. CFA designation, correct.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

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 Retirement License Financial Advisor 59

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Securities and Exchange Commission. 2022, August 1).

CFP 59

CFP Financial Advisor Financial Planner Ethics 59