Blog tagged as Fiduciary

The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning

12/07/2023 10:03 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning
When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.

Why Advice-Only Financial Planning is a Better Choice

08/09/2023 02:43 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Why Advice-Only Financial Planning is a Better Choice
Advice-Only financial planning focuses on unbiased guidance, whereas traditional financial planning may involve product sales, commissions, and other conflicts of interest.

Should Your Financial Advisor Be a CFP?

05/01/2023 05:14 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Should Your Financial Advisor Be a CFP?
If you're looking for a financial advisor, working with a CFP can provide assurance that you're working with a qualified, ethical, and knowledgeable financial planning professional who has your best interests at heart.

An Overview of Escient Financial's Investment Strategy

01/04/2021 02:40 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
An Overview of Escient Financial's Investment Strategy
In your and your family’s financial flight, your investments are the trade winds beneath your wings. How you invest can speed you toward your desired destination … or knock you into a tail-spin.

What is a Fiduciary and Fee-Only Financial Planner?

09/28/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What is a Fiduciary and Fee-Only Financial Planner?
If you’re considering hiring a financial planner or financial advisor, it’s important to understand the difference between a salesperson and a fiduciary.

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