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 • 152 episodes
Only Fee-Only
Latest Episodes
#151 - From Infantry Officer to Fee-Only Advisor with Geoffrey Schaefer
Geoffrey Schaefer thought he’d work in finance. The Army had other plans.After serving as a U.S. infantry officer, Geoffrey eventually found his way back to the industry—now as a fee-only fiduciary wealth advisor and partner at an indepe...
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31:29
#150 - Referrals, Not Hype: Scaling a Boutique RIA the Right Way with Dann Ryan
Two weeks before the shutdown, Dan Ryan left a big firm to launch Sinceris Advisory with a simple plan: stay virtual, serve clients deeply, and let great work drive growth. Then COVID hit. Meetings vanished, Zoom became standard, and he had to ...
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25:08
#149 - From PepsiCo to Planning: Andy Fisher’s Shift from Corporate Ops to Fee-Only Advice
Andy Fisher spent 25 years leading operations at a Fortune 500 company before launching Path Setter Financial, a fee-only RIA built on clarity, transparency, and calm.In this episode, we talk about his transition from corporate leadershi...
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25:23
#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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20:49
#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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27:49