List of Advice Only Planners
Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as
December 13, 2024
Category: Transparent Advisor Movement
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Flat fee advisor list by state
Please use this list of flat fee financial advisors by state to contact flat fee or advice-only advisors close to you for networking or other
March 22, 2024
Immersion2025 – join the Transparent Advisor Movement
Immersion2025 will be the second advice-only and flat fee financial advisor conference in our industry’s history.
March 16, 2024
How I rocked the world as an hourly financial planner – with Kevin Estes
Yeah, the title basically says it all. He’s taking the world by storm as an hourly financial planner, not managing any assets but simply giving
March 11, 2024
Does being a fiduciary financial advisor REALLY matter – or is it “meh?”
It seems like there ain’t nothing more tread upon and abused than the fiduciary standard. So we’ve got a lively crew here today to debate,
August 14, 2023
Financial Advisor Income Statement and Balance Sheet: Template Download
Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet.
April 11, 2023
Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial
January 9, 2023
Use this template for a flat fee advisor website!
Here is a template and some model text for a flat fee advisor website. Please note: Before we get into it, I’m assuming you’re visiting
November 8, 2022
The Transparent Advisor Movement
The Transparent Advisor Movement’s mission is to further the ideals of: Honesty Integrity, Humility, Fairness, Logic, and Advocacy in all aspects of financial advice, with
September 17, 2022
Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)
I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” RUN
July 18, 2022
