…..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 advice.
This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose
We are happy to announce that Chris Cannon, CFA, CFA Society Orlando Board Member, was selected as one of 3 finalists for CFA Institute’s 2020 Volunteer of the Year Awards in the Americas Region!
After a working lifetime of alarm clocks and meetings, you might be looking forward to a lot more unstructured time once you retire. But taking care of one more to-do list early on can set you up for a better retirement.
…..Many professional associations have large directories. For example, the National Association for Personal Financial Advisors lists fee-only, fiduciary planners….
