Sentences with phrase «only advisor»

He is only the advisor.

Socially Responsive Investing Professional, CERTIFIED FINANCIAL PLANNER ™, Fee - only advisor, healthy honeybee advocate, Inspired Investing I firmly believe you can change your life by creating new ways of thinking and being with your money.

It's also important to bear in mind that if you're operating as an RIA but also offering insurance solutions, you should not be holding yourself out as a fee - only advisor (which you may or may not be doing already, although I know it is popular for those who operate as an RIA), especially if you are a CFP certificant.

No one should buy permanent life insurance without consulting an independent fee only advisor.»)

We suggest a fee - only advisor as opposed to a commissions - based advisor in order to ensure that they're unbiased in their advice.

As a fee - only advisor, I have taken a fiduciary oath.

As a fee - only advisor, I am not compensated to sell products.

If you're being charged a lot, and not consistently and substantially beating the markets, then you'd probably be better off finding a true fee - only advisor or managing your own money.

However, there is a bias among advisors who recommend these products unless you happen to be a fee only advisor.

Is she a fee - only advisor that legally must put her client's interests first, or a commission - based advisor that may at times have a conflict of interest between what will pay her the most and what will be best for Michael?

is the only advisor I am aware of in this category.

The folks who propose that commission - based services are best often argue that you may pay more over time with a fee - only advisor vs. a one - time commission for a product that you buy and own for many years.

A fee - only advisor's rates are based on a percentage of the assets they manage for you and debited out of your account each quarter, or they charge a flat annual fee or an hourly rate.

The only advisor - sold 529 plan that offers Michigan residents a state income tax deduction on contributions.

With a fee - only advisor or firm, their compensation comes from you — you hire them to provide a service.

I understand this viewpoint — but in reality, many commission - based advisors try to move their clients into new products every few years, thus generating more commissions, and in many cases costing more than a fee - only advisor who charges a percentage of assets.

Prior to becoming a fee - only advisor Matt also held the FINRA series 7 and 63 financial licenses.

According to fee - only advisor Jim Yih of RetireHappy.ca, unused pension income credits can be transferred to a spouse or common - law partner.

Think about your financial goals [family, early retirement, start your own business, etc.], and consider getting a fee - only advisor who can help you get there.

If the advisor does offer advice and is not a fiduciary, there is no advantage to the plan sponsor; only the advisor's ego is served here.

Pay for the unbiased advice of a fee - only advisor, or visit your bank and speak, for free, to an expert there.

Joe and Al discuss the importance of finding a fee - only advisor who will put the client's interests above all else.

By the way, I do not think the easy solution is to hire a fee - only advisor.

Many people will use a financial advisor for some of their accounts but not all — others might use a fee - only advisor for general advice and suggestions and then will carry out the ideas on their own at an online brokerage.

You could consult with a fee only advisor, but that could easily cost you a year of investing and a better plan doesn't beat investing earlier.

With the addition of College Planning, Wealthfront is now the only advisor who can deliver the most cost - effective 529 AND a personalized college planning solution all in one.

Preferably, a fee - only advisor.

He founded Haven Financial Advisors as a fee only advisor in 2002.

Just because someone is a fee - only advisor doesn't make him or her automatically trustworthy.

As a fee - only advisor here in the U.S. I strive to put clients in low cost funds and ETFs.

The answer is, by going with a fee - only advisor.

We suggest a fee - only advisor as opposed to a commissions - based advisor in order to ensure that they're unbiased in their advice.

A Fee - Only advisor is not a salesman.

A fee - only advisor like Hylland Capital Management does not make a dime on commissions when we recommend a specific investment or insurance option.

With a fee - only advisor, they are paid through regular fees and not through commissions on products they sell (hooray for transparency!).

That said, they might consider an hourly fee - only advisor to work with on a one - off basis, such as one in the Garrett Planning Network or some NAPFA advisors.

With the addition of College Planning, Wealthfront is now the only advisor delivering the most cost - effective 529 and a personalized college planning solution all in one.

See if there are any fee only advisor's.

You want a fee - only advisor, whose only earnings come from charging you by - the - hour, and collect no commissions, help you develop a plan, don't want your money, and don't even need the passwords to your financial accounts.

Look at the XY Planning Network to find a fee - only advisor to help.

is the only advisor I am aware of in this category.

As a fee - only advisor, our advice and recommendations are tailored to our clients» investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.

Reading more of the ICI findings, it is fairly apparent why the rule seeks to over-regulate annuity advisors who are subject to the rules - based and highly regulated suitability standard while under - regulating fee - only advisors by holding them to a subjective, principles based fiduciary standard: to pander to the employer - sponsored plan providers and keep money from rolling over.

Fee - Only advisors are those who are paid solely by the client.

They want only advisors with expertise in retirement issues to act as fiduciaries for 401 (k) plans because of risk management issues for the corporation, says Chetney.

I also think these advisors will have a tougher time competing with fee - only advisors that won't need to have their clients sign a complicated BICE disclosure document

Fiduciary, fee - only advisors from around the country today volunteered free financial advice to Las Vegas Tragedy survivors and victims» families.

Fee - only advisors can only receive compensation directly from his or her client (like a CPA or attorney).

Fee - Only advisors charge a one - time or ongoing transparent fee, depending on the types of services they provide.

My colleague Max Schatzow shared with me these key points on the impact of the DOL rule on fee - only advisors.