Independent Advisor

What does “fee-based advisor” really mean?

Advisor Earning Comparison Fee-only advisers vs. Commission-based advisors Understanding your adviser's fee structure is critical to building a lasting, honest relationship. To help clarify, here are two terms that you need to know: Fee-only: A fee-only relationship means that your advisor earns an hourly rate/fee, a project fee, or a percentage based on the amount of [...]

2017-10-10T16:19:46-04:00

How to Cure Financial Paralysis

Money is a representation of our life’s energy. The money in our pocket is 18 hours under the sun or in the office that can be traded for things, experiences or feelings that make us happy. My life’s work is helping people decide where and how to allocate this energy in order to experience joy. [...]

2023-02-07T10:10:19-05:00
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