Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-Only financial advisors, on the other hand, do not receive commissions and are compensated through a fee-for-service model.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

XY Planning Network

JULY 25, 2022

With regulatory changes driving advisors to rein in their fees along with clients yearning for more holistic fiduciary advice, it’s becoming increasingly imperative that entrepreneurial-minded advisors are focused on building firms that ensure their interests align with their clients’. 4 MIN READ.

Fee Only 71

Fee Only Financial Advice Clients Financial Planning 71

XY Planning Network

JULY 18, 2022

6 MIN READ. Although seemingly obvious, it’s worth saying—a firm isn’t a firm without clients. It can be tempting to think of your marketing activities as aside from your actual firm and what it is you do day to day.

Fee Only 68

Fee Only Marketing Marketing Communication 68

Nerd's Eye View

JUNE 30, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization (..)

Financial Planner 225

Financial Planner Fee Only Commission Retirement Planning 225

Nerd's Eye View

DECEMBER 22, 2023

Also in industry news this week: The SEC has been sending letters to advisory firms requesting details on their use of AI technology, raising questions about whether they may be considering revising their proposed AI rule that received significant pushback earlier this year for the wide breadth of the types of technology it covers DPL Financial has (..)

Financial Planner 224

Financial Planner Fee Only Tax Planning Retirement 224

Nerd's Eye View

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Nerd's Eye View

DECEMBER 12, 2023

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.

Financial Advisor 240

Financial Advisor Fee Only Financial Guidance Insurance 240

XY Planning Network

JANUARY 29, 2024

And since keeping clean books that can survive any audit threat is our specialty, we’ve collected the most common 1099 questions fee-only advisors have had for us.

Fee Only 83

Fee Only Taxes Financial Advisor 83

Wealth Management

FEBRUARY 6, 2024

Ryan Poterack shuttered his own RIA to join Private Advisor Group’s, as part of the firm’s growing cohort of fee-only advisors.

Fee Only 119

Fee Only 119

Nerd's Eye View

APRIL 5, 2024

Also in industry news this week: The SEC has penalized 2 firms for false and misleading claims related to their use of Artificial Intelligence (AI), signaling the regulator's interest in advisers' "AI-washing" practices A research report suggests that fee-only RIAs with strong organic growth and enhanced service offerings for their clients are likely (..)

Financial Planner 240

Financial Planner Fee Only Clients Investing 240

XY Planning Network

JANUARY 22, 2024

So how does a fee-only financial advisor (who probably prefers financial planning to marketing) go about creating and implementing higher-impact RIA marketing strategies?

Financial Planning 83

Financial Planning Fee Only Planning Engineering 83

XY Planning Network

NOVEMBER 6, 2023

Each piece of information is tracked year-over-year to show trends and provide fee-only financial planning firm owners with key metrics which they can measure their own businesses against. The survey focuses on revenue and expenses, client services, sources of clients/business, and pricing.

Fee Only 92

Fee Only Financial Planning Planning Clients 92

The Chicago Financial Planner

FEBRUARY 2, 2024

Fee-only advisors receive no compensation from the sale of investment or insurance products. A part of this process might include hiring a financial advisor or hiring a new financial advisor if you have decided to move on from your current advisor. Hiring the right advisor for your needs is critical.

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

Nerd's Eye View

FEBRUARY 9, 2024

Also in industry news this week: A recent study finds that having a defined marketing strategy is a linchpin of marketing success, as advisors with a defined strategy were more likely to have seen an increase in inbound leads during the past 12 months and have more confidence in meeting their practice goals during the coming year than those without (..)

Financial Planner 215

Financial Planner Fee Only CFP Commission 215

Nerd's Eye View

FEBRUARY 16, 2024

Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients!

Financial Planner 218

Financial Planner Fee Only Compliance CFP 218

Wealth Management

JULY 5, 2023

The membership organization for fee-only advisors will now allow for a de minimis amount of commission business, as long as it's relinquished.

Commission 105

Commission Fee Only 105

Advisor Perspectives

JUNE 21, 2023

After 20 years and serving over 1,800 clients as an hourly, fee-only financial planner, I’ve concluded that hourly advisors should not give free advice to prospects.

Financial Planner 97

Financial Planner Fee Only Clients 97

Nerd's Eye View

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

Clients 216

Clients Fee Only Advertising Planning 216

Nerd's Eye View

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

Fee Only 209

Fee Only Portfolio Clients Advertising 209

MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

Financial Advice 86

Financial Advice Planning Fee Only Financial Planning 86

XY Planning Network

APRIL 24, 2023

It was quite a significant change from my first XYPN conference experience in 2014 when most folks turned up their noses to the idea of expanding access to financial planning, not to mention in a fee-only, fee-for-service way.

Fee Only 90

Fee Only Financial Planning Planning Financial Advisor 90

Advisor Perspectives

JANUARY 17, 2023

As a financial coach whose mission is to talk fee-only advisors “off the fence” of procrastination, I frequently answer two questions.

Fee Only 98

Fee Only Clients 98

Wealth Management

AUGUST 23, 2022

based team sought to be fee-only and escape the contraints Wells Fargo placed on investment options and services he was able to offer his clients. Tom Moran and his Naples, Fla.-based

Fee Only 98

Fee Only Clients Investing Investments 98

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. This fee covers not only investment management, but also financial planning.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Truemind Capital

FEBRUARY 8, 2024

A fee-only financial advisor sets you in the right direction to avoid damage to your financial health. It’s always better to consult a doctor sooner than later as it could be damaging to your physical health.

Investing 52

Investing Investments Fee Only Consulting 52

Nerd's Eye View

OCTOBER 16, 2023

Which led many firms to market all the ways they were 'better' than other sources of financial advice by highlighting their status as fiduciaries, fee-only advisors, or by offering (more) comprehensive financial planning services beyond investment management, as just a few examples.

Financial Planning 218

Financial Planning Marketing Marketing Financial Advice 218

Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Fee-only advisors are bound to the fiduciary standard. He knew before graduating fee-only was the path for him, his conscience, and his personality.

Insurance 98

Insurance Fee Only Financial Planner Financial Advisor 98

Nerd's Eye View

MARCH 20, 2023

In part, this is due to the many commission-based advisors whose compensation depends on the sale of insurance or investment products, where the price that a client pays is baked into the price of the product or is included in (often opaque) fees associated with buying, selling, and/or holding the investment.

Communication 234

Communication Planning Financial Planning Fee Only 234

Nerd's Eye View

OCTOBER 24, 2023

Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome to the 356th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sarah-Catherine Gutierrez.

Financial Advisor 190

Financial Advisor Financial Planning Planning Fee Only 190

Sara Grillo

MARCH 22, 2024

Oregon Andrew Gray www.graywealthstrategies.com Flat Fee only (ongoing and one time plan) specializing in retirees and those approaching retirement. Corey Beal Home Pennsylvania Bill Hines www.emancipare.com We are advice-only, flat-fee, fee-only, transparent, holistic, inexpensive, and most importantly, altruistic and honest!

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

WiserAdvisor

AUGUST 18, 2023

Below are the different types of financial advisors you can choose from based on their fee model: 1. Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Your Richest Life

JULY 15, 2022

As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. -Writing more than 190 blog posts for my own website . About Your Richest Life.

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

Nerd's Eye View

FEBRUARY 6, 2024

David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 Welcome to the 371st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Savir. billion in assets under advisement for 50 client households.

Financial Advisor 130

Financial Advisor Fee Only Clients Planning 130

MainStreet Financial Planning

NOVEMBER 2, 2022

His desire to create a fee-only Financial planning firm accessible to people from all walks of life has now been around for 20 years. November 4th, 2002, Jim Ludwick founded MainStreet Financial Planning. In that time, we have assisted on almost 2000 individual projects and counting!

Fee Only 52

Fee Only Financial Planning Retirement Planning 52

The Chicago Financial Planner

NOVEMBER 8, 2021

Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you. If you don’t have a financial plan in place, or if the last one you’ve done is old and outdated, this is a great time to review your situation and to get an up-to-date plan in place.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Nerd's Eye View

JANUARY 12, 2023

And while providing fee-only advice or highlighting service as a fiduciary may have once been a fair differentiator, these services are now often considered table stakes, necessitating financial advisors to find more creative solutions that show current and prospective clients that they provide more value than other advisors.

Clients 180

Clients Communication Fee Only Financial Advisor 180

Tobias Financial

AUGUST 9, 2023

Marianela emphasized that if you are seeking a professional opinion, be sure to look for a fee-only advisor with significant experience. Without sufficient knowledge and diversification, investing can resemble gambling rather than a strategic plan.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Strategic Planning CFP 52