Paul Merriman was the founder of a successful fee-only investment advisory firm in Seattle area. After he sold his firm, he now educates the public on financial literacy through his website, podcast, YouTube channel, and books. He donates all the profits from his retirement projects to educational non-profit organizations. In a recent article he wrote […]
I told Roger Ma in an interview on Forbes why I think Advice-Only is better than Fee-Only.
Award-winning columnist Liz Weston wrote about Advice-Only in her column for Nerd Wallet and The Associated Press.