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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

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

WiserAdvisor

But there is another group of investors who swear by their financial advisors. They credit their financial stability and success to their guidance. So that naturally brings up some questions – Should you hire a financial advisor or trust your instincts, go solo, and save money?

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LPL Closes Commonwealth Deal, Pushes Final Integration to Q4 of Next Year

Wealth Management

We’ve engaged with so many advisors, and for those Commonwealth advisors who are prioritizing the Commonwealth experience, their community, the technology service ongoing and really staying at their forever home for their business and their clients, staying with Commonwealth is their only option.

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

He also signed up with APFORIA, a platform for independent, fee-only advisors with a focus on military clients that helps with compliance and other business operations. Now, he runs his independent practice, Always Ready Financial Planning, and hopes to surpass his former compensation in about two years. “It

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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.

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Q&A: Wealthcare’s CEO on What the Sammons Deal Means for the Future of the RIA

Wealth Management

And we have a predominantly 1099 model where advisors join us as IARs of Wealthcare. We hold their registrations, but they operate as independent financial advisors. We’re now a $9 billion firm that supports over 200 advisors. We have fee-only advisors that we keep on one, Wealthcare Capital Management.

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Bay Area Advisor Departs Commonwealth to Start Own RIA

Wealth Management

Diana Britton , Executive Editor , WealthManagement.com July 23, 2025 2 Min Read Adam Spiegelman Adam Spiegelman, a financial advisor based in Alamo, Calif., with about $400 million in assets under management, has launched his own registered investment advisor, Spiegelman Wealth Management.