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.
Recently retired couple worked with an Advice-Only advisor to check whether they may have missed anything.
Client Sarah shared her experience in working with an Advice-Only advisor on catching up on her retirement savings.
A recently retired couple did a one-time consultation with an Advice-Only advisor and saved $12k/year in advisor fees.
Award-winning columnist Liz Weston wrote about Advice-Only in her column for Nerd Wallet and The Associated Press.
Client Mike is very satisfied with the help he received from an Advice-Only financial advisor.
A candid interview with financial advisor Allan Roth on why and how he works with clients using an hourly Advice-Only model.
After a couple of years with a fee-only advisor, clients now pay more in assets-under-management fees for less service.
Having an advisor may be worth 3% but it has little to do with how much investors should pay.
When you know your financial advisor doesn’t have anything to gain from recommending one way or another, you can be confident the advisor is on your side.