WiserAdvisor

JUNE 2, 2023

There are several kinds of financial advisors, including financial planners, retirement planners, portfolio managers, insurance agents, wealth managers, accountants, investment advisors, robo- advisors, stockbrokers, and more. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 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. and 2% A $500,000 portfolio could cost between $2,500 and $10,000 per year.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. The commission is the commission. Who cares?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

APRIL 10, 2023

” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Their wording is “material conflicts of interest in general” vs the SEC’s standard that financial planners must disclose “all material facts.”.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Securities and Exchange Commission.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59