Not Just Fee-Only, Advice-Only.
[Update on Aug. 10, 2021: The Advice-Only Directory is available for signup now.] A government agency in another state sent me a letter in April saying they received information that I may be …
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[Update on July 9, 2021: The inquiry from the state regulatory agency has been resolved to their satisfaction.] I suspended the advisor search and screening service, pending the resolution of an …
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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, …
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Roger Ma is a financial advisor in New York. He wrote an interview with me on Forbes. I told Roger why Advice-Only is the way to go when you need a financial advisor. In one sentence — once you know …
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Liz Weston is an award-winning personal finance columnist and the author of several books including Your Credit Score and The 10 Commandments of Money. She's currently writing for …
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Last time we had reader Bill give us the inside scoop on how financial planning and assets under management (AUM) fees work at a typical fee-only firm (see AUM Fees and Financial Planning: The Odd …
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Some financial advisors argue that even though their fees are calculated as a percentage of the assets under management (AUM), the fees are not literally going toward making trades. The fees actually …
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Financial advisors who charge investors a percentage of assets every year need to justify their fees. They find ammunition wherever they can. DALBAR publishes a report every year showing that …
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A financial advisor contacted me to see if I could add his practice to my list of Advice-Only financial advisors. After reviewing his services I told him 'no' because he also offers investment …