fee-only Latest News

Integrity Investment Advisors, LLC and Managing Partner Todd Moerman are pleased to have recently joined an exclusive group of wealth managers offering the mutual funds of Dimensional Fund Advisors (DFA) to its clients.

The merger of two Vermont based Registered Investment Advisory firms results in a new firm with depth and professionalism.

The Alder Financial Group announced today that it has been named a Premier Advisor in Georgia for 2012 according to NABCAP. A NABCAP Premier Advisor is an exclusive group of financial advisors who represent the best in quality wealth management.

Foothills Financial Planning is now meeting clients in its new Glendale location. The Glendale office is located in Arrowhead Ranch at 20100 North 51st Avenue, Suite F-640.

2012 proved to be a very challenging year for active mutual fund managers. The ups and downs of an election year proved again that it is hard to generate alpha against a proper benchmark.

Integrity Investment Advisors, LLC and Managing Partner Todd Moerman are pleased to have recently joined an exclusive group of wealth managers offering the mutual funds of Dimensional Fund Advisors (DFA) to its clients.

Tom Tillery, Vice President of Financial Planning Advocate, LLC will be presenting a webcast on Friday, February 1, 2013.

Susan Tillery, President and CEO of Paraklete® Financial, Inc. will be participating as a panelist at the AICPA Advanced Personal Financial Planning Conference to be held January 21-23rd in Las Vegas, NV.

Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® Vice President/Chief Compliance Officer of Paraklete® Financial, Inc (PFI) will be presenting the CPA/PFS Exam Review Class at the AICPA Advanced Personal Financial Planning Conference.

The merger of two Vermont based Registered Investment Advisory firms results in a new firm with depth and professionalism.

Richardson of SunRay Advisors accepted for membership in the National Association of Personal Financial Advisors (NAPFA)

The Alder Financial Group announced today that it has been named a Premier Advisor in Georgia for 2012 according to NABCAP. A NABCAP Premier Advisor is an exclusive group of financial advisors who represent the best in quality wealth management.

Foothills Financial Planning is now meeting clients in its new Glendale location. The Glendale office is located in Arrowhead Ranch at 20100 North 51st Avenue, Suite F-640.

John Bell has joined Veritat Advisors in Gwinnett County, GA to provide fee-only financial planning and investment management services. Previously, he worked at Wachovia Securities and Olde Stockbrokers.

New Financial Services market report from Datamonitor: "Fee-based Advice in Financial Services: The Consumer Perspective"

NAPFA and Advisorology, LLC partner to launch FeeOnlyNetwork.com

Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® Vice President/Chief Compliance Officer of Paraklete Financial, Inc® (PFI) will be co-presenting the PFS Exam Review Class at the AICPA Advanced Personal Financial Planning Conference.

Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® and and Vice President/Chief Compliance Officer of Paraklete Financial, Inc® (PFI) will be presenting two sessions at the AICPA Advanced Personal Financial Planning Conference.

Coconut Grove-based independent investment advisory firm Investor Solutions donates materials to local high school, Southwest Miami High.

Susan Tillery, President and CEO of Paraklete Financial, will be participating as a panelist at the AICPA Advanced Personal Financial Planning Conference to be held January 15-18th in Las Vegas, NV.

Coconut Grove-based independent investment advisory firm Investor Solutions introduces new corporate branding.

NAPFA and Forbes Media partnering on virtual education program in 2012

Client Service Associate Lars Phillips joins team in support of growing client base.

Brandon McKerney joins the Retirement Asset Management advisory team in support of growing client base.

Jonathan N. Castle of Paragon Wealth Strategies, Inc. in Jacksonville, FL has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA).

In his continued pursuit of professional excellence and educational development, Ara Oghoorian, CFA, CFP®, has completed all requirements and has been authorized by the Certified Financial Planner Board of Standards to use the certification marks.

The first annual Global Partners Awards Dinner to benefit the World Children’s Transplant Fund will be co-chaired by Ara Oghoorian, CFA and held at the Sheraton Universal Hotel - Starview Room on May 12, 2011.

Andy Berg Among Top 100 U.S. Financial Advisors Attending Barron's Winner's Circle Event.

Are you a Jittery Joe's when it comes to investing? Have your monthly account fluctuations made your investment outlook toxic?

Pursuit of a Financial Advisor Field Guide provides much needed direction on preparing, evaluating, and engaging a financial advisor

ACap Asset Management, Inc. to exhib at the 31st annual Treasure Hunt, organized by the Los Angeles County Podiatric Medical Society. All net proceeds will go directly to supporting LACPMS and California Podiatric Medical Association projects.

In an article published last month in the AICPA's Wealth Insider newsletter, Susan Tillery, President and CEO of Paraklete Financial, described financial planning as "an orphan of professional disciplines."

Jump-Start Your Retirement Planning Days is a chance for consumers to get FREE financial advice from some of the nation’s top financial advisors, including Ara Oghoorian, CFA. 9 a.m.- 6 p.m. EST on Friday, January 21st and Tuesday, January 25th.

Susan Tillery, President and CEO of Paraklete Financial, will be participating as a panelist at the AICPA Advanced Personal Financial Planning Conference to be held January 10-12th in Las Vegas, NV.

A new study by MyPrivateBanking Research reveals that up to now high net worth individuals are most likely to have gained experience with fee-only financial advice. But with new regulations and laws coming around in the EU, this will soon change.

Foothills Financial Planning is now meeting clients in its new Scottsdale location. The Scottsdale office is centrally located within the Valley at 3337 N. Miller Road on the southeast corner of Miller Road and Osborn Road.

NAPFA to Securities and Exchange Commission: “The fiduciary standard of conduct’s importance to individual Americans, and to America itself, should not be understated.” NAPFA calls on the SEC to get to work to protect American investors

Marathon Strategic Advisors, LLC is pleased to announce that the Paladin Registry has awarded Marathon its highest Five-Star Rating for the sixth consecutive year.

Phoenix-Based Financial Advisor expands into Utah as a fee-only registered investment advisor.

LifeSpan Financial Planning announces that it will provide asset management services through a custody agreement with Scottrade Advisor Services. The independent financial planning company provides investment advice on a fee only basis.

Scott M. Spann, CFP®, EA is working with financial planners across the country to urge Congress to enact a strict fiduciary standard for anyone providing investment advice

Scott M. Spann, CFP(R), EA recently joined the South Carolina Chapter of the Financial Planning Association (FPA). As the founder of LifeSpan Financial Planning, his firm provides financial life planning on a Fee Only basis.

Net Worth Advisory Group launched it's revised website on Monday, November 16th. The site explains the benefits of working with an independent fee-only financial advisor and provides a list of questions to ask your current advisor.

The College for Financial Planning®, located in Denver, is pleased to announce that Kevin O’Reilly, of Phoenix, Arizona, has successfully completed the CHARTERED RETIREMENT PLANNING COUNSELORSM or CRPC® Professional Designation Program.

"Roth IRA Conversion: Is it Right for You?" explains the new rules governing these conversions, the special tax opportunity presented by these conversions in 2010, and the protection offered by these conversions in the event the market declines.

Many consumers take comfort knowing regulatory agencies monitor financial salesman, but the State of Utah has never prosecuted anyone for violating the suitability standard. Regulators are simply too understaffed to enforce these compliance issues.

Attend this free educational workshop to learn about the latest strategies to prepare for and succeed during retirement. * Determine if you still have enough money to retire * Find a trusted advisor - discover fee-only planning

During times of economic hardship, it is critical for investors to make good investment decisions and equally critical to choose a financial advisor who can provide knowledgeable and ethical guidance along with sound fiduciary advice.

A home purchased for $25,000 in 1970 would now be worth approximately $176,800. By comparison, a $25,000 investment in the S&P 500 in 1970 would now be valued at $349,870.

Despite increasing pressure to slash debt and rebuild retirement funds, two-thirds of consumers do not have a written financial plan, according to the 2009 National Consumer Survey on Personal Finance.

The past six months would indicate the U.S. economy has bottomed out and turned around. However, there is a lot of room for growth. These stats provide some insight into how much the U.S. economy must grow to regain its position as a global leader:

Financial tips on how to get your retirement plan back on track.

A new e-book is available for download at no cost. Each chapter of the e-book describes a misunderstood financial topic. View the table of contents and determine which subjects you would like more information on.

Blossom Wealth Management is a financial planning and investment advisory firm dedicated to assisting individuals and their families with expert advice to build and protect wealth through customized planning and investment solutions.