Inside Information

APRIL 26, 2024

The broker-dealers would tell their reps (and some still do) that if they were to venture outside of the BD’s compliance umbrella and go fee-only, the SEC would come after them with a vengeance. Or that FINRA is going to take over the regulation of all advice-givers, and bring the hammer down on those fee-only ‘rogue brokers.’

Fee Only 40

Fee Only Professional Services Clients Compliance 40

Your Richest Life

JULY 15, 2022

Listed as a D Magazine Best Financial Planner for the seventh year in a row. As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

Your Richest Life

AUGUST 4, 2023

I love the work I do because I get to work with my awesome clients while still having the freedom to give back to the community and spend time with my family.

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

Indigo Marketing Agency

APRIL 28, 2023

Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc.

Certified Financial Planner 130

Certified Financial Planner Wealth Management Financial Advisor Consulting 130

Yardley Wealth Management

OCTOBER 26, 2020

I had the opportunity to share my thoughts on Social Security with Tracey Longo at Financial Advisor Magazine for her article Advisors Concerned As Covid Speeds Projected Social Security Shortfall. We are a fiduciary, fee-only financial planning, and wealth management firm in Yardley, Pennsylvania (that’s in Bucks County).

Wealth Management 52

Wealth Management Estate Planning Financial Planning Retirement Planning 52

FMG

SEPTEMBER 29, 2023

Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. He works with a particular niche, and that is that he only works with Generation X and Y (Millennials) clients. Allowing you to network with others in the industry and get your name out.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

FMG

SEPTEMBER 6, 2023

Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. He works with a particular niche , and that is that he only works with Generation X and Y (Millennials) clients. Including Time Magazine, Wall Street Journal, and much more. Additionally, this section is also listed on the homepage.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52