Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. This fee covers not only investment management, but also financial planning. We do not charge a separate fee for financial planning services.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Inside Information

SEPTEMBER 28, 2021

Of course, this was never finalized. This first petition also touches on dually-registered individuals, recommending that, if they hold themselves out as advisors, they be required to disclose precisely when their work as an advisor ends and their efforts to effect a sale begins—something that is far from clear in current client engagements.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

WiserAdvisor

MAY 31, 2022

If you are unsure or have an instinct that something seems odd, be careful before trusting them with your financial details. The objective is to thoroughly understand the background of the broker or investment advisor from whom you intend to buy a product or engage in a business. It could be a red flag.

Investing 52

Investing Investments License Accounting 52

Good Financial Cents

JUNE 11, 2023

In stark contrast, Personal Capital is an investment advisor. We accept a fiduciary obligation to act in your best interest, and our advice must be aimed at making money for you, not for us. This is absolutely key with any financial advisor you talk to, whether in person or online. Is Personal Capital for Me?

Management 80

Management Investing Investments Wealth Management 80

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution.

Insurance 59

Insurance Financial Advisor Retirement License 59