Fee Only Financial Advice Retirement Planning 
MainStreet Financial Planning
MARCH 7, 2025
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.
Midstream Marketing
JUNE 25, 2025
Why Financial Advisors Must Leverage Google Ads? Google Ads can be one of the most effective lead-generation tools for financial advisors—if used wisely. High-Intent Audience When someone searches “retirement planning help” or “wealth advisor near me,” they’re actively looking. This improves relevance and control.
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Nerd's Eye View
SEPTEMBER 3, 2024
Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets.
The Chicago Financial Planner
NOVEMBER 8, 2021
This might have been their own doing or the result of poor financial advice. For example, your plan might call for a 60% allocation to stocks but with the gains that stocks have experienced you might now be at 70% or more. Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you.
Darrow Wealth Management
NOVEMBER 17, 2022
Some examples include: timing stock option exercises and sales (particularly around year-end), an 83(b) election, increasing pre-tax contributions to a retirement plan, evaluating a non-qualified deferred compensation plan , charitable endeavors, timing of withdrawals from an inherited IRA , alternate tax filing status, and so on.
WiserAdvisor
AUGUST 3, 2023
A financial advisor’s service is equally significant when assessing their value proposition. 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.
WiserAdvisor
AUGUST 18, 2023
Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. Below are the different types of financial advisors you can choose from based on their fee model: 1.
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