Learn more about financial planning, investing, and how to protect your money.
Many people think of a financial advisor as someone that invests money for clients. While investment management is part of their duties and responsibilities, they can provide much more value. Think of a financial advisor as your personal CFO.
Form ADV is a standardized form used by Investment Advisers to register their business with the Securities and Exchange Commission (SEC) or to register with one or more state securities authorities.
Firms charge for financial services in a variety of ways. It is important to understand the different types of fees associated with Financial Planning and Investment Management.