Only Fee-Only
This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.
Podcasting since 2022 • 149 episodes
Only Fee-Only
Latest Episodes
#148 - Meet The P&C Pro Powering BC Brokerage
Meet the person you want on your side when policies get real. We sit down with Charles Priest, our new head of Property and Casualty at BC Brokerage, to unpack how a planning‑first mindset turns confusing coverage into clear, confident decision...
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20:57
#147 - Renting Your Brain: The Business of Advice-Only Planning with Kelly Nilsson
Why do some advisors thrive without managing assets? We talk with Kelly Nilsson, founder of Brava Financial, about building a planning-first, advice-only practice that focuses on real-life risk—not just market returns. With a background ...
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27:56
#146 - How A CFP And A CPA Team Up To Protect Wealth
Imagine walking into tax season already knowing the number.That’s what happens when a fee-only planner and a proactive CPA plan the year together—before December 31. In this episode, we’re joined by Elliot Vaughn, CFP®, and Rya...
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34:55
#145 - The Engineer’s Path to Fee-Only Planning with Andy Cole
A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean, resilient practice while working full time and rais...
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30:50
#144 - Roadie. Atlantic Crossing. RIA Founder: The Shane Mason Story
Want a founder story that includes spreadsheets, a stint as a roadie, an Atlantic crossing, and a will-signing party that packed the room? Meet Shane Mason of Brooklyn FI — a CPA/CFP who went from Big Four tax to touring life, then teame...
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39:21