‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference
Wed, Nov 09, 2022
.....Such advisors often call themselves “fee based,” hoping you’ll confuse them with “fee only” planners. Fee-only planners are compensated only by the fees you pay; they don’t accept commissions or other compensation that could influence their advi... Read More
By Liz Weston in LA Times
How to Find a Fee-only Financial Advisor – And Why it Matters
Tue, Sep 13, 2022
....I recommend that you limit your search to fee-only financial advisors. They are more likely to put your financial interests ahead of their own since they don’t earn commissions from selling you products and services.... Read More
How to choose a financial advisor: 6 tips for finding the right one
Fri, May 21, 2021
“Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the pro... Read More
The Types of Fiduciary Financial Advisors
Thu, Dec 17, 2020
Here we talk about the requirements to call yourself a fiduciary and the different types of fiduciary financial advisors, including:
Fee-only fiduciaries.
Certified financial planner fiduciaries.
Registered investment advisor fiduciaries.
Retir... Read More
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