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 • 154 episodes
Only Fee-Only
Latest Episodes
#153 - Going All In: How Logan Valentine Built His RIA
He didn’t grow his RIA through ads or a content machine. He grew it through trust, a simple fee model, and doing the unglamorous work when it mattered most.In this episode, we’re joined by Logan Valentine, CFP®, founder of Valentine Weal...
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41:05
#152 - The Child-Free Planning Gap with Maddy Roche
One of the most uncomfortable questions in financial planning is also one of the most important: if you can’t speak for yourself, who will?We’re joined by Maddy Roche, Chief Growth Officer at Childfree Trust and a long-time leader in the...
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28:26
#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