WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

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Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. Here’s a deep dive into the average fees of financial advisors, in 2023. Between $120 and $300 per hour A 2-hour consultation could cost between $240 and $600. Between $1,000 and $3,000 A comprehensive financial plan could cost $2,000.

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Financial Advisor Certified Financial Planner Ethics CFP 52

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Please consult a tax and/or legal professional for advice specific to your individual circumstances. Specialized areas can include estate planning and tax-efficient investment strategies.

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Accounting Taxes Strategic Planning Estate Planning 52

WiserAdvisor

AUGUST 3, 2023

A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management. Determining whether 1% is too much to pay a financial advisor depends on the value they bring to your financial journey.

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Financial Advisor Retirement Planning Fee Only Retirement 52

WiserAdvisor

JULY 27, 2023

However, it’s essential to consult with a qualified financial advisor who can tailor a plan to your specific financial situation and goals. Need a financial advisor? Choosing the right financial advisor is daunting, especially when there are thousands of financial advisors near you.

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Retirement Planning Financial Advisor Retirement Planning 52

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.

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Financial Planning Clients Planning Education 95

Brown Advisory

MAY 4, 2020

. // CASE STUDY #1 client: SMALL PRIVATE REGIONAL COLLEGE challenge: STRATEGIC PLANNING/DEBT MANAGEMENT BACKGROUND Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives.

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Brown Advisory

SEPTEMBER 4, 2019

Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. Consulting: We leveraged our team’s network to help the client find a qualified consultant to assist with a revamp of the foundation’s scholarship application process.

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Nonprofit Investing Investments Clients 52

WiserAdvisor

JANUARY 8, 2023

If you need guidance on how to navigate your finances in 2023, consider consulting with a professional financial advisor who can advise you on the same. The reason why Robo-advisors are likely going to be one of the emerging financial advisor trends in 2023 is because of their cost-effective model.

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eMoney Advisor

DECEMBER 13, 2022

The underserved mass affluent audience offers financial professionals an excellent opportunity to grow a practice by reaching a large audience in need of financial guidance. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike.

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Budgeting Clients Financial Planning Retirement 84

Clever Girl Finance

FEBRUARY 7, 2023

As you continue your personal finance journey, you have likely discovered that it is not always easy to recover from your financial mistakes. What if your parents had been able to offer solid financial guidance as you stumbled your way through? The larger your estate, the more complicated this plan will become.

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Education Estate Planning Accounting Assets 105

Sara Grillo

MAY 16, 2022

I’m pleased to present you with a list of low cost financial advisors! I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Abundo provides flat fee financial planning. Can I get a whoo hoo on that?

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Financial Advisor Financial Advice Financial Planner Assets 52

James Hendries

FEBRUARY 23, 2023

Obtain financial guidance. Readers are cautioned to consult their own tax, legal and investment professionals with regard to their specific situations. Successful tech whiz–kids often bring more stable, level–headed pros to manage operational aspects of fast–growing businesses. This article was prepared by FMeX.

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Planning Startup Taxes Clients 40

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.

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CFP Financial Advisor Financial Planner Ethics 59