A fee-only financial advisor is compensated only by clients. There are no hidden fees, including commissions for product sales or referrals.
This helpful guide will share why working with a fee-only financial advisor is important.
A fee-only financial advisor is compensated only by clients. There are no hidden fees, including commissions for product sales or referrals.
This helpful guide will share why working with a fee-only financial advisor is important.
A CFP® professional holds an expertise in financial and investment planning. Only 28% of financial advisors in the United States are CFP® professionals.
This helpful guide will share why working with a CFP® professionals is important.
A fiduciary financial advisor is required to act in your best interest… but not all financial advisors serve as a fiduciary.
This helpful guide will share why working with a fiduciary is important and how to know if a financial advisor is a fiduciary.
As a fiduciary financial advisor in Los Angeles, my hope is to shed light on types of financial advisors in the marketplace and how to find a fiduciary. Historically, investors have several reasons to doubt if financial advisors are serving them under a fiduciary standard acting in their best interest. Regulators of the Securities and Exchange Commission (SEC) and states have made laws over the years to give more transparency. Yet, investors are not always aware of the standards in place and how they are protected. It’s important to understand the types of financial advisors encountered in the crowded financial marketplace.