With these 57 Advice-Only Declarations, we celebrate the 57 years since the founding of the financial planning profession. A brief history of the financial planning profession. The modern financial planning...
If you ask most investors what protects them, you’ll hear the same answer: “My advisor is a fiduciary.” Fiduciary Is Fine Print. Structural Separation Makes It Real. Fiduciary is a...
When it comes to Active vs. Passive Investing, there’s no one-size-fits-all answer. The real question isn’t whether active or passive investing is “better”—it’s which approach fits you: your goals, your...
In the financial services industry, advice and advisor experience often mix with the way an advisor gets paid, creating conflicts of interest. While firms may disclose these conflicts, the prevailing...
When seeking financial advice, you’ll encounter a confusing mix of terms—all promising “unbiased” help. Advice-Only vs Fee-Only vs Flat-Fee vs Fee-For-Service all sound like they should be conflict-free. But what’s...
Advice-Only® offers 40+ financial planning services delivered through the Advice-Only™ methodology—objective, transparent, and free from sales or solicitor referrals. Our standardized process creates an objective environment and keeps your interests...
In response to recent discussions regarding developing and formalizing the advice-only financial planning model, we aim to clarify the contributions made by various pioneers in this field, including Quincy Hall,...
The financial advice landscape is evolving, with new movements and philosophies emerging to address perceived shortcomings in traditional models. One such movement, the Transparent Advisor Movement (TAM), has gained traction...
