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...
an advice-only planner might review a client’s investment portfolio and make recommendations about their asset allocation, or they might review a client’s overall insurance coverage and recommend where to increase or decrease coverage. Some advisors who manage assets for clients also provide advice...
Visitors often use long-tail keywords when they are farther into the research phase and nearly ready to convert to a customer. In order to be effective, a long-tail keyword shouldbe as specific as possibleto the services you offer. For example, “fee-only financial planner riverside county”...
You can go online to find many free services that 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 a...
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...
Christian, Certified Financial Planner. Unique flat fee model, client-implemented investment advice. Cost-effective retirement, college, insurance, personal finance advice.
WealthrampWealthramp is a platform that helps you find local, fee-only financial planners. You take a short quiz about your finances and answer questions to gauge your investment style and whether you’re looking for an in-person or remote advisor. ...
As an Accredited Investment Fiduciary near me and CERTIFIED FINANCIAL PLANNER™ professional, we make it our mission to work alongside our clients, positioning ourselves on the same side of the table, so we can best serve their financial needs. ...
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...
Certified Financial Planner:CFPs are like wealth managers for the rest of us. They tend to offer holistic planning, looking at all of your financial goals and coming up with a plan to reach those goals. Many CFPs charge by the hour or by the service — that means they don’t mind if ...