Tag: asset-based fees

I Need a Financial Planner Who Puts My Interests First – Updated Oct’14

What does it mean to say “a financial planner who puts my interests first?” What are your interests? What are the financial planner’s interests? How...

An Online Financial Advisor (Robo) comes in 3 Flavors

Paladin recently published online research reports for 18 Robo Financial Advisors. Before we conducted the research we thought there would be one, widely accepted business...

What is a Fee Only CFP?

There is a lot of confusion about CFP® (Certified Financial Planner™) designees and their compensation systems. A big percentage of CFPs® claim to be fee...

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