Sara Grillo

JANUARY 8, 2024

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. Financial planning for smaller accounts: is it really possible?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Sara Grillo

DECEMBER 13, 2024

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

Financial Planning 52

Financial Planning Compliance Financial Planner Fee Only 52

International College of Financial Planning

AUGUST 2, 2021

Some organizations require candidates to have a bachelor’s or master’s degree in finance or specialization in accounting and financial management to go with their bachelor’s or master’s degree. However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 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.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Indigo Marketing Agency

FEBRUARY 6, 2020

Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. About Bryan Lee, CFP ®. Answer: The referral from Michael gave you instant credibility.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

Sara Grillo

JANUARY 9, 2023

Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Executing outreach to college students to encourage them to avoid predatory wirehouse and insurance training programs and pursue fee-only paraplanning jobs instead.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

WiserAdvisor

AUGUST 3, 2023

Hourly rate: Some fee-only financial advisors charge their clients based on an hourly rate for the time they spend providing financial advice and services. Hourly rates can benefit clients who require occasional consultations or have limited financial planning needs.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Sara Grillo

AUGUST 14, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. What is “Good Advice”?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

APRIL 25, 2022

This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth. I am an irreverent and fun marketing consultant for financial advisors. But first….

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Inside Information

SEPTEMBER 28, 2021

The petition notes that the SEC, in response to litigation from the Financial Planning Association back in 2005, had proposed to go further, and require anyone holding themselves out as a “financial planner” or providing “financial planning services,” or delivering a financial plan to their customers, be required to register as an RIA. .

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Sara Grillo

APRIL 11, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Yardley Wealth Management

JUNE 6, 2023

A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors. A certified financial planner (CFP) designation indicates that an advisor has met certain standards of education, experience, and ethics.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

The Big Picture

APRIL 25, 2023

How did you come across the synergy of combining a law firm with a consultancy that specialized in compliance and regulatory supervision? I mean we’re only not even a decade out from launching ours. HAMBURGER: So, I came up with this consulting concept and I pitched it to the firm’s partnership. RITHOLTZ: No clue.

Compliance 159

Compliance Clients Wealth Management Management 159

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. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59