We strive to be known as the best financial planners for clients who are looking for: Fee-Only:No commissions, kick-backs, or insurance sales Flat-Fee: Your fee is fixed and unrelated to your investment balances CFP©:AccreditedCERTIFIEDFINANCIALPLANNER Fiduciary:Working for YOUR best interests ...
Fee-only Financial Planning. I'm Bridget Sullivan Mermel. I started my fee-only financial planning firm because as a CPA, I saw that so many people wanted a financial planner, but were getting self-interested salespeople and investment advisors with questionable value. I became a CFP®, the...
Certified Financial Planner(CFP) Qualified Associate Financial Planner(QAFP) Registered Financial Planner(R.F.P.) Financial Planner (Quebec only)(F.P.l.) FPAC members listed in this directory may have additional qualifications, including:
a long-tail keyword shouldbe as specific as possibleto the services you offer. For example, “fee-only financial planner riverside county” would be more desirable than simply “financial planner.”
*Introducing Our Fee OnlyFinancial PlanningServices – Speak to a ‘Fee for Service’ Financial Planner Now* You can also find us on Alexa, Siri & Google Home by asking: Find a“fee only financial planner near me” Our CertifiedFee OnlyFinancial Advisors & Financial Planners Service Serve Grea...
connect financial advisors directly with new clients. While an internet search for "financial advisor near me" will bring innumerable options, the downside is that your information will likely go to multiple advisors. If you prefer a fee-only advisor, include the word "fiduciary" in your search...
objective financial planning to help clients organize, protect and grow their assets through life’s transitions. Neil Gartner is afee-only CERTIFIED FINANCIAL PLANNERTM, is never paid a commission or referral fee of any kind, and has a legal obligation to provide unbiased and trustworthy financial...
The XY Planning Network offers fee-for-service financial advisory. Rather than charging a commission for AUM, they charge an hourly rate or flat-fee monthly rate. There are over 1,600 participating CFPs and financial advisors in the XY Planning Network. You can find a planner based on laser...
Find a local Certified Financial Advisor Get Investment and Retirement Advice Meet with Fee-Only and Free Advisors Talk to Retirement Experts Connect with a Financial Planner Zip Code Senior Investments, Portfolio Management, and Retirement Planning Resources ...
Fee-only advisors, or fee-only financial planners, almost always operate as fiduciaries. This means they are legally bound to give advice that is in their client's best interest. Some might assume all financial advisors have a requirement to give advice that is in their client's best interest...