Blog Posts Filed Under AUM

  1. Flat Fee Financial Advice from a Flat Fee Financial Advisor

    By Josiah Peterham

    Looking for flat fee financial advisors near you? Learn about the benefits of working with a fee-only financial advisor who provides flat fee financial advice, rather than taking a percentage of your assets or earning commissions on products sold.

  2. Ditch the AUM: Find Flat Fee Financial Advisors Near You

    By Josiah Peterham

    Learn why AUM advisors often prioritize asset management over comprehensive planning. Discover how advisors can hide underperformance and why Warren Buffett prefers index funds. Understand the importance of transparency and avoiding conflicts of interest. Find a certified fee-only advisor near you who prioritizes your overall financial well-being.