Fee Only Financial Planner 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.
Darrow Wealth Management
FEBRUARY 13, 2025
If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. Finding the right financial advisor is so important. Here are some ways to find the best fee-only financial advisor to suit your needs.
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Indigo Marketing Agency
JUNE 10, 2025
When someone asks ChatGPT, “Who’s the best financial advisor for retirement planning in Dallas?” They want answers to queries like: “Top fee-only advisors for doctors in NYC” “Best financial planners for retirement in Seattle” “Who can help with estate planning near me?” Absolutely.
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 (..)
The Chicago Financial Planner
FEBRUARY 2, 2024
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 These 6 Questions is a post from: The Chicago Financial Planner
The Chicago Financial Planner
AUGUST 24, 2021
I’d like to tell you that the problem emanates only from financial advisors who sell product, but sadly two former presidents of NAPFA, the country’s largest organization of fee-only advisors , were been implicated in fraud cases in recent years. Don’t miss any future posts, please subscribe via email.
The Chicago Financial Planner
NOVEMBER 8, 2021
If you don’t have a financial plan in place, or if the last one you’ve done is old and outdated, this is a great time to review your situation and to get an up-to-date plan in place. Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you. Photo credit: Phillip Taylor PT.
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