Advice-Only Financial Planning: Building a Career Without Building an RIA w/ Steven Fox, CFP®, EA
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Advice-Only Financial Planning: Building a Career Without Building an RIA w/ Steven Fox, CFP®, EA
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Join me for a Niche Expert Presentation with Steven Fox, CFP®, EA, founder of Advice Only, as we explore his unconventional path through financial planning, entrepreneurship, and the growing advice-only movement.
Steven shares his journey from serving eight years in the Marine Corps to discovering financial planning in college, launching Next Gen Financial Planning immediately after graduation, growing the firm and hiring a team, and ultimately selling the business to his employees.
We also dig into why he chose to build AdviceOnly: a platform designed for financial planners who want the autonomy to create their own brand, pricing, niche, and service model without necessarily taking on all the responsibilities of owning and operating an independent RIA.
AdviceOnly.com (not an affiliate)