Tobias Financial

JULY 21, 2025

Our Wealth Advisor, Franklin Gay, CFP®, EA , recently spoke with CBS News to provide clarity on the matter. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.

Taxes 52

Taxes Financial Advisor Retirement Planning CFP 52

Nerd's Eye View

AUGUST 6, 2024

Welcome to the 397th episode of the Financial Advisor Success Podcast ! Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2 My guest on today's podcast is Jaime Benedetti.

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Retirement Commission Financial Advisor Recruitment 130

Nerd's Eye View

JULY 30, 2024

Welcome to the 396th episode of the Financial Advisor Success Podcast ! Michelle is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based in Minneapolis, Minnesota, that oversees $87 million in assets under management for 91 client households. Welcome everyone!

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Clients Financial Advisor Insurance Wealth Advisor 130

The Irrelevant Investor

AUGUST 25, 2018

million at the start of 2017, had been charged $128,000 in commissions that year — nearly 10 percent of its valu e, and about 10 times what many financial planners would charge to manage accounts that size. There are thousands of financial advisors doing the right thing by their clients, but it's the bad actors that make the headlines.

Ethics 52

Ethics Commission Financial Planner Financial Advisor 52

Good Financial Cents

JUNE 11, 2023

They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. So, while these advisors can certainly be excellent, they’re mostly unreachable unless you have millions of dollars to invest. And, that’s it.

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Management Investments Investing Accounting 80

Harness Wealth

MAY 18, 2023

Harness Tax LLC is affiliated with Harness Wealth Advisors LLC, collectively referred to as “Harness Wealth” Harness Wealth Advisors LLC is an internet investment advisor registered with the Securities and Exchange Commission (“SEC”).

Taxes 52

Taxes Wealth Advisor Marketing Marketing 52

SEI

AUGUST 17, 2022

SEI Family Office Services delivers technology and outsourced services, including the Archway Platform SM , that support the accounting, investment management, and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. 31, 2021, filed with the Securities and Exchange Commission.

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Financial Services Compliance Commission Assets 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

Darrow Wealth Management

OCTOBER 29, 2024

Trading costs vary by platform and commissions may apply if you’re not working with a fee-only advisor. For help managing your investments and the rest of your personal financial life, please contact a Darrow Wealth advisor to schedule a consultation. appeared first on Darrow Wealth Management.

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Asset Allocation Accounting Risk Tolerance Portfolio 75

Pacifica Wealth

FEBRUARY 21, 2022

Identity theft is the number one concern among consumers who contact the Federal Trade Commission. first appeared on Pacifica Wealth Advisors. Are you worried about identity theft? . Most Americans are. Forty-two percent of all complaints to the FTC are regarding identity theft. The fear is justifiably real.

Accounting 52

Accounting Numbers Wealth Advisor Commission 52

Harness Wealth

MARCH 24, 2023

However, the 83(b) election carries risks and should be carefully considered with the help of a financial advisor. Sign up today to get started, and get matched with your Harness Wealth advisor today. Harness Wealth Advisers LLC solely acts as a paid promoter for unaffiliated registered investment advisers.

Taxes 52

Taxes Startup Wealth Advisor Financial Planning 52

Harness Wealth

MARCH 9, 2023

Securities and Exchange Commission (SEC). Work with a Harness Wealth Advisor If you hold pre-IPO equity in Reddit or any other companies, Harness Wealth can match you with an experienced tax and financial advisor whose goal is to help you make the most of your equity compensation.

Planning 52

Planning Taxes Advertising Tax Planning 52

WiserAdvisor

SEPTEMBER 13, 2022

Hire a financial advisor: Hiring a financial advisor can help you streamline your goals and devise a suitable financial strategy. Financial advisors can be hired on fee-only or commission-based models. If you find it hard to get started, you can consider reaching out to a professional financial advisor in your area.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

WiserAdvisor

SEPTEMBER 14, 2022

Hire a financial advisor: Hiring a financial advisor can help you streamline your goals and devise a suitable financial strategy. Financial advisors can be hired on fee-only or commission-based models. If you find it hard to get started, you can consider reaching out to a professional financial advisor in your area.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

WiserAdvisor

SEPTEMBER 22, 2022

Do not ignore the broker’s commission or the per-transaction cost when trading in stocks. However, if you feel like you need further help, you can consider hiring a professional financial advisor in your area. Taxes are also a critical component of investment. High taxes can interfere with your returns.

Investments 52

Investments Investing Insurance Retirement 52

Sara Grillo

JUNE 2, 2022

.” And then at the end they encourage readers to use it as a starting point to find a financial advisor. My take on the “Forbes America’s Top Wealth Advisors List” – is this a joke? Forbes also publishes financial advisor rankins. Barron’s Top Advisors Methodology.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. But if they are acting in the capacity of a broker or agent then they are not bound to follow the fiduciary standard.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Harness Wealth

APRIL 17, 2023

Whether you need in-depth guidance on tax planning strategies or investment strategies, or just need some quick insights into equity compensation you may have , Harness Wealth advisors are here to help. Harness Wealth Advisers LLC solely acts as a paid promoter for unaffiliated registered investment advisers.

Taxes 52

Taxes Tax Planning Planning Investing 52

Harness Wealth

APRIL 17, 2023

Consult with a Harness Wealth advisor or other financial planning professional to help you make an informed decision based on your individual circumstances. Harness Wealth Advisers LLC solely acts as a paid promoter for unaffiliated registered investment advisers. How many shares should I sell in a tender offer?

Startup 52

Startup Taxes Risk Tolerance Sales 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: What is an investment advisor? Securities and Exchange Commission. Securities and Exchange Commission. 2022, August 1). CFP® Professional Demographics. 2013, March). Staff of the Investment Adviser Regulation Office. Division of Investment Management. Regulation of Investment Advisers by the U.S. 2019, July 30).

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CFP Financial Advisor Financial Planner Ethics 59