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Choosing A Financial Advisor? – Ask These 6 Questions

The Chicago Financial Planner

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. Here are six questions to ask when choosing a financial advisor: How do you get paid? Ask how they select the financial and investment products they recommend to clients.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

This AUM based fee structure is common among fee-only advisors who are almost always full-time fiduciaries. How to find a fiduciary financial advisor Here are 5 ways to find a financial planner who will work in your best interests. NAPFA advisors are all fee-only financial advisors.

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Your Richest Life Celebrates 11 Years

Your Richest Life

In 2024, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the 10th year in a row. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financial planners. For more information on the services offered, contact Katie today.

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Eight Years of Your Richest Life

Your Richest Life

In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. I also received the Investopedia Top 100 Financial Planner distinction for the third year in a row. Listed as a D Magazine Best Financial Planner for the seventh year in a row.

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What does it mean to be a Fee-Only financial advisor?

Walkner Condon Financial Advisors

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. It’s important to note that commission-based financial advisors are not required to disclose the amount of commission they receive on the products they sell.

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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

Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. What is a financial paraplanner?

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10 Money Lessons I’ve Learned as a Financial Planner

Your Richest Life

Money lesson #6: Be careful where you get your investment information from. The internet is drowning in financial advice, both good and bad. Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture.