When seeking financial advice from a professional, one of the most important and often misunderstood distinctions is the difference between a dually registered advisor and a true, fee-only fiduciary.
Looking for a financial advisor or a financial planner? An important distinction to learn is whether or not the advisor is a fiduciary.
Read our CEO Tom Orecchio’s thoughts on what it means to be a Modera client.
Finding someone you can trust to help you with your financial life may be one of the most important decisions you can make. You need someone who is aligned with your goals and respectful of your tolerance for investment risk.
The decision to use a financial planner is an important one, and it will require you to do some research before you can make a good decision.
If you’re looking for someone to help you set and achieve your financial goals, you may have done enough research to identify a fee-only financial planner. If you’re not familiar with that term, a fee-only financial planner is someone who receives compensation for their advisory services only in the form of fees paid by clients.
With the growing prevalence of disabilities across the world comes a growing need for financial advisors who have expertise in this area.
If you’re looking for a financial planner, a financial advisor, or a wealth manager you may be confused about how their fees or cost structures work.
If you’re looking for a wealth management firm, you may have encountered different terms describing the way the firm is compensated. Two common ones are fee-only and fee-based. While they sound similar, they do not have identical meanings.
