Remove Consulting Remove Fee Only Remove Fiduciary Duty
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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. Here are some ways to find the best fee-only financial advisor to suit your needs. Heres an explainer on the differences between fee-only and fee-based advisors.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Other reasons to work with a fiduciary registered investment advisor Legal obligation to act in your best interests: A fiduciary duty isn’t a marketing tactic, it’s a legal obligation and the highest standard of loyalty and care under the law. NAPFA advisors are all fee-only financial advisors.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? 3 Certain other aspects of an adviser’s fiduciary duties are grounded in the law of trusts.4

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How to save on financial advisor fees?

Sara Grillo

There are websites such as NAPFA, fee only network and XYPN that offer advisor search directories. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. Read about the six core fiduciary duties.

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How the SEC Has Strayed From Its Mission

Inside Information

It says that the fiduciary duty covering investment advisors would apply to the entire advisor-client engagement, and arise as a matter of law whenever an investor gives an RIA his/her trust and confidence. Does any of this sound familiar about today’s marketplace?). The point here is what’s in the middle.

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Should you die and go to hell before selling an annuity?

Sara Grillo

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Do advisors breach fiduciary duty when they fail to recommend annuities?