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How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+

MainStreet Financial Planning

The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). While AUM advisors may seem appealing, they often come with high lifetime fees and potential conflicts of interest.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest. Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice.

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Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

MainStreet Financial Planning

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.

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Accelerating Growth By Marketing How Your Advisory Firm Is Different (Instead Of Better)

Nerd's Eye View

Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs).

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How Conflicts of Interest Shape Financial Advice: A Conversation with Mike Garry and Amy Patterson

Yardley Wealth Management

The post How Conflicts of Interest Shape Financial Advice: A Conversation with Mike Garry and Amy Patterson appeared first on Yardley Wealth Management, LLC. Together, they discuss how conflicts influence decisions around Social Security, mortgages, and real estate, while highlighting the importance of working with fee-only advisors.

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Stock Market Highs and Your Retirement

The Chicago Financial Planner

This might have been their own doing or the result of poor financial advice. If you don’t have a financial plan in place, or if the last one you’ve done is old and outdated, this is a great time to review your situation and to get an up-to-date plan in place. Maybe they’re right.

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Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!

Sara Grillo

RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisors are bound to the fiduciary standard.