Fee Only

Sort By: Alphabetical Video Views Score
Why these advisors?
496
video
views
View profile Customer Survey: 100 How do we score?
CFA®, FPA, NYSSA
New York, NY
  • 473610216 200x150

    Introduction - Arden Rodgers

  • 473610326 200x150

    Directors, Executives and Key Employees - Arden Rodgers

77
video
views
View profile Customer Survey: -- How do we score?
AICPA, CDFA™, CFP®

"Fee-Only, Flat Fee, Fiduciary"

Leesburg, VA
  • 573932257 200x150

    Traditional Wealth Management - Bonnie Sewell

  • 573529765 200x150

    Divorce Financial Planning - Bonnie Sewell

  • 573932096 200x150

    LAUNCH - Bonnie Sewell

133
video
views
View profile Customer Survey: -- How do we score?
MBA

"Are you on the Proper Retirement Glide Path?"

Greenwood Village, CO
  • 538125349 200x150

    Introduction and Investment Approach - Brent McGibbon

237
video
views
View profile Customer Survey: 100 How do we score?
Lake Mary, FL
  • 517557954 200x150

    Client Approach - Carlos Dias Jr.

  • 592500695 200x150

    CBS Local 6 News - Carlos Dias Jr.

  • 517562920 200x150

    Options For Your 401K - Carlos Dias Jr.

  • 517559860 200x150

    Are Indexed Annuities A Fit In Your Financial Portfolio? - Carlos Dias Jr.

  • 517560231 200x150

    5 Ways To Boost Your Social Security Payments - Carlos Dias Jr.

  • 517564174 200x150

    Things Your Financial Advisor May Not Be Coaching You On - Carlos Dias Jr.

  • 517563715 200x150

    Common Retirement Planning Mistakes - Carlos Dias Jr.

  • 517564773 200x150

    Straight Forward Questions To Ask Your Financial Advisor - Carlos Dias Jr.

  • 517564040 200x150

    Red Flags To Look Out For When Working With Financial Advisors - Carlos Dias Jr.

12
video
views
View profile Customer Survey: -- How do we score?
CFP®

"Fee-only firm helping individuals and couples (both traditional and non-traditional) make more-informed decisions for their financial future"

Peachtree City, Georgia
  • 610151409 200x150

    Introduction - Carol Berger

  • 610151876 200x150

    What happens to my clients if something happens to me since I am a solo practitioner? - Carol Berger