FAQs Archives - Advice-Only Financial

What Is Advice-Only?

When it comes to working with a financial advisor, Advice-Only is above and beyond Fee-Only. ...

Advice-Only dawned on me when I had a problem with my air conditioner. Even though the thermostat ...

At a high level, this is how it works: 1. I help you find Advice-Only advisor candidates. See ...

Advisors run their businesses independently. Each advisor's practice can be different. Here I'm ...

All Advice-Only financial advisors who pass my screening must have a CFP®, equivalent credential, or ...

Using an Advice-Only advisor isn't for everyone. Knowing these downsides will help you decide ...

The first round of search and screening is focused on the business model. The advisor and the ...

In any metro area, there are far fewer Advice-Only financial advisors than advisors who sell ...

In general Advice-Only financial advisors offer planning services in all subject areas covered by ...

Yes and no. An Advice-Only financial advisor will help you construct a diversified portfolio with ...

No. Advice-Only financial advisors are not stock pickers. They don't have access to mutual funds ...

Because Advice-Only financial advisors only sell their advice, they typically don't require any ...

Some do, partly based on their own stage in life and partly driven by their clients and client ...

Once you get the advice from your Advice-Only financial advisor, implementing the advice is easy. In ...

When you work with an Advice-Only financial advisor, you have confidence the advisor only works to ...

Rebalancing means selling some investments and buying some other investments in order to return your ...

Vanguard offers the Vanguard Personal Advisor Services at 0.3% of assets under management. As of ...

No. Friends, family, co-workers, or neighbors are not reliable sources for financial advisor ...

Absolutely. There's no secret in how to find Advice-Only financial advisors nor any shortcut. You ...