qualification

How Qualified Are Advice-Only Financial Advisors?

September 27, 2017

All Advice-Only financial advisors listed in the Advice-Only Directory must have a CFP®, equivalent credential, or qualifying experience. The vast majority have the CFP® credential. Only very few …

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How Does Advice-Only Compare With Vanguard Personal Advisor Services?

September 20, 2017

Vanguard offers the Vanguard Personal Advisor Services at 0.3% of assets under management. As of December 2020, Vanguard had a total of $148.6 billion enrolled in this program, far exceeding startups …

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qualification