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Financial advice is provided and clients are expected to take necessary action on their own.
Scroll down to the bottom of the post to access the list. The investment is done through the planner. As with anything in life there are exceptions to this typical behaviour.
Unfortunately, exceptions do not make good examples. That is, it is illegal to practice fee-based advisory. The idea is to avoid the conflict of interest that inevitably tags along with commission-based product recommendation.
Unfortunately, many fee-based financial planners have chosen to ignore this regulation. Some have shifted their distribution business in the name of a family member. This problem was discussed in detail in my previous post: What You Need To Know Before Hiring a Financial Advisor In that post I had urged readers to choose fee-only planners over fee-based planners and mentioned that, I maintain a list of fee-only planners that I would share on request.
I did not post the list of fee-only planners in that article because I wanted to check for myself if there is a demand for clean paid-advisory. I figured, if there is a demand, it would encourage more such requests.
There is clearly a demand! I have sent that list to over 50 people and still continue to receive requests. Please look at the comments in that article to understand what I referring to. The message is clear: The number of people who seek paid-advisory may be small but among that small number, people who seek paid-advisory free from conflict of interest is a majority!
If I, with my insignificant blog can generate a non-zero interest in fee-only planning. Imagine what would happen if this is advertised on a wider scale?
Of course, that is unlikely to happen for obvious reasons! I am a fan of fee-only financial planners. Before I present the list, I request you to consider the following points presented in the form of an FAQ.
I am saying that that obvious conflicts of interest associated with commission based advisory are absent in fee-only advisory. Therefore, it is relatively cleaner.Coaching Company management consulting business plan executive summary.
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