Escient Financial

Blog tagged as Fiduciary

The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning
When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.
Why Advice-Only Financial Planning is a Better Choice
Advice-Only financial planning focuses on unbiased guidance, whereas traditional financial planning may involve product sales, commissions, and other conflicts of interest.
There's Financial Planning and Then There's REAL Financial Planning
When you look for a financial advisor, you have choices for your financial planning. Make sure you choose REAL financial planning.
Should Your Financial Advisor Be a CFP?
If you're looking for a financial advisor, working with a CFP can provide assurance that you're working with a qualified, ethical, and knowledgeable financial planning professional who has your best interests at heart.
Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs
In a more recent “race to zero,” many providers are now touting commission-free trading. But is that trading really free?
Questions to Ask Your Financial Advisor Before Getting Started
When you hire a financial advisor, you are entering a long-term relationship with a person who will know almost everything about your financial life.
What Is Fiduciary Investment Advice and Why Does It Matter (Now More Than Ever)?
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor …
An Overview of Escient Financial's Investment Strategy
In your and your family’s financial flight, your investments are the trade winds beneath your wings. How you invest can speed you toward your desired destination … or knock you into a tail-spin.
What is a Fiduciary and Fee-Only Financial Planner?
If you’re considering hiring a financial planner or financial advisor, it’s important to understand the difference between a salesperson and a fiduciary.

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