Fee-OnlyNetwork.com – Fee-Only, Fiduciary, Independent
The only financial planner or investment manager that can offer truly objective advice is an independent advisor operating under a strict Fee-Only compensation model.
Articles, Insights & More
Investing: What your advisor isn't telling you (By LISA GERSTNER)
Barbara Roper, director of investor protection for the Consumer Federation of America and a member of the Securities and Exchange Commission's Investor Advisory Committee, discusses what investors should expect from brokers and advisers.
How to Find a Fee-Only Advisor by Clark Howard
….Do you have money to invest, but you're not sure where to put it? Most people who are unsure about investments hire someone to help. Here's how to do that the right way….
New CFP Board Standards Tighten Rules for Fee-Only Planners as seen in Financial Planning Magazine
The new standards aim to provide greater detail and clarity around compensation models.
Bracketology for Your Broker: 4 Ways to Know if You Have a Final Four Advisor
Unlike the NCAA, today’s investors do not have access to a single, systematic method or model for selecting an advisor and whittling a field of thousands down to the final four, and ultimately, the advisor team that best meets your needs.
What Designations Should Your Financial Advisor Have? by Peter Lazaroff Contributor Personal Finance
Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their expertise.
What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith
….the point of being a NAPFA-registered financial advisor is to guarantee holistic services on a fee-only basis. This eliminates the incentive to sell products for high commissions, ensuring unbiased advice.
Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool
President Trump recently signed the tax reform bill into law, and it makes major revisions to the U.S. tax code for both individuals and corporations. In fact, the bill represents the most significant tax changes in the United States in more than 30 years.