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 • 145 episodes
Only Fee-Only
Latest Episodes
#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
#143 - Building A Virtual Firm While Raising Four Kids On The Road - Hamilton Brandenberg
How do you go from knocking on doors in the snow to running a referral-driven, tax-focused retirement firm? Hamilton Brandenburg shares his path from Chick-fil-A’s “my pleasure” culture, to prospecting at Edward Jones, to launching a fee-only p...
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22:29
#142 - From Cold Calls to Community: Krystal Fortner on Building a Client-First Firm
Krystal Fortner built a thriving, advice-only firm by choosing clarity, community, and client-first values over sales pressure. In this episode, we trace her path from cold-calling at a wirehouse to launching her RIA with same-day state approva...
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23:05
#141 - The Secret to Scaling Your Firm Without Losing Your Sanity with Michelle Wong
What if you could scale your advisory firm without rushing to hire and manage a full team?In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lastin...
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24:40
#140 - We stopped undercharging and the business worked - Sean Gillespie
How does a fee-only firm grow without losing its purpose? In this episode, we talk with Sean Gillespie, president of Redeployment Wealth Strategies, about the lessons behind raising fees, building the right team, and serving milit...
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35:28