fee-only News

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

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.

A call option gives an investor the right to buy 100 shares of a particular security at a predetermined price before a set deadline. A put options gives an investor the right to sell 100 shares of a security at a set price before a set deadline.

Traditionally, a hedge is an investment that minimizes the risk associated with another investment. The hedge is designed to increase in value when the value of the original investment declines. Recently, the phrase “hedge fund” took new meaning.

Survey results indicate 76% of Americans do not know the difference between a broker/dealer and a Registered Investment Advisor.

Fee only financial planners never accept commissions or compensation from the products they recommend. Fee based financial planners have the ability to collect fees from their clients, but can also collect commissions from the products they sell.

Flipping through the local paper, I noticed a standard advertisement from a “financial planning” firm. We’re seeing more and more of these advertisements that are designed and written to appear as an actual article of the publication.

The Office of Management and Budget revised its May deficit projections to forecast a record $1.6 trillion deficit for the fiscal year ending September 30. Worse, the White House forecast $9 trillion in additional debt over the next decade.

Lon Jefferies, an independent fee only financial planner at Net Worth Advisory Group in Salt Lake City, Utah, has been named an contributing author by FiLife.com, which is published in partnership with the Wall Street Journal.

Steve Stanganelli, CFP ®, CRPC ®, a Five-Star Rated advisor, has moved his financial planning and investment management practice to Quest Financial Services, a fiduciary, fee-only Registered Investment Advisor based in Lynnfield, Massachusetts.

LifeSpan Financial Planning is offering 25 complimentary copies of a book on the topic of tax resolution. "Tax Resolution and Financial Freedom" was written to help people with tax problems make smart financial decisions.

Lon Jefferies, a fee only financial planner at Net Worth Advisory Group in Salt Lake City, Utah, has been named an "expert author" by EzineArticles.com.

Fee-Only financial planning firm located in Mount Pleasant, South Carolina joins NAPFA