article thumbnail

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.

article thumbnail

Active vs. Passive Investing: Which Strategy is Right for You?

Your Richest Life

The markets are fickle, and prone to quick swings based on even seemingly minor events. Another problem is that there are fees associated with buying and selling in the markets. Transaction fees, management fees, and capital gains taxes can eat into your returns. For one thing, no one can really time the market.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Your Guide to a Financially Healthy Holiday Season

Your Richest Life

Include events you want to attend, trips you’d like to take, gifts you plan to buy, etc. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Start with a brain dump of your ideal 2024 holiday season.

article thumbnail

Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

Pandemics, recessions, political events, wars, and other events; there is always something around the corner that can impact your financial life. Today, you can choose from different types of financial advisors , such as fee-only, commission-based, hourly, AUM-based, or whatever works for your financial situation.

article thumbnail

Filing Taxes in 2025: What You Should Know

Your Richest Life

Extended travel or dealing with a major life event could also warrant requesting an extension. About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.

Taxes 52
article thumbnail

Navigating the AI Revolution: What Financial Advisors Need to Know

XY Planning Network

The overwhelming message throughout the event was that AI is the future (and the now), and we must embrace it. If Im being honest, when AI first came onto the scene, I felt overwhelmed by it, so I used it very sparingly. Last September, I attended Hubspots annual conference, INBOUND. I knew it was time to roll up my sleeves and dive in.

article thumbnail

#FA Success Ep 363: Finding The Best Networking Approach For Prospects (And New Career Opportunities), With Christa Madison

Nerd's Eye View

Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. Welcome back to the 363rd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Christa Madison.

Fee Only 246