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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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Navigating the Broker/Dealer vs. Investment Advisor Landscape

Tobias Financial

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

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Navigating the Broker/Dealer vs. Investment Advisor Landscape

Tobias Financial

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

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Corporate Transparency Act: What State-Registered Investment Advisors Need To Know

XY Planning Network

Unless your firm is registered with the SEC, your business is likely subject to the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act. This post dives into key details and what you need to know as we head towards 2024 to ensure you’re compliant.

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101 Ways Advisors Can Add Value And Attract Their Ideal Clients

Nerd's Eye View

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

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101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)

Nerd's Eye View

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only 202
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Investment Suitability does matter

Truemind Capital

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.