Only Fee-Only
Broc Buckles and Peter Ciravolo
Outreach Signals
Publishing Details
About This Podcast
This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.
Podcasting 2.0 Features
Explore Statistics
Recent Episodes
#162 - Design Your Business Around Your Lifestyle - Rafael Melendez
Money decisions are rarely just about math. The hardest part is often the human side. Rafael Melendez of NextGen Financial Planning joins us to discuss how fee-only financial planning helps younger…
#161 - Clearing the Head Trash and Building a Lifestyle Practice, with Colin Page
A hedge fund job that started with weeding a garden? Colin Page's career story is unique, but the lessons are practical for anyone building a fee-only financial planning firm.We sit down with Colin,…
#160 - The High-Income Paradox with Sean Rawlings
Your income can grow fast and still leave you feeling behind. That's the paradox we dig into with Sean Rawlings, founder of WealthBound Advisors, who works with young, high-income earners scaling…
#159 - Scaling a Fee-Only RIA Without Losing the Mission -Chelsea Ransom-Cooper
A lot of wealth management still assumes you've already "made it" before you deserve real advice. Chelsea Ransom-Cooper, CFP®, co-founder of Zenith Wealth Partners, is challenging that assumption by…
#158 - From Planning Firm Employee to Solo RIA Founder: Matt Ryan's Story
A lot of advisors want to launch their own fee-only RIA, but the gap between "I'm ready" and "I have clients" can feel enormous. We're talking with Matt Ryan, founder of Focused Mission Financial in…
#157 - From Furlough to Founder of a Fee-Only RIA - Ryan Johnson
A "backup plan" PowerPoint deck can become a real firm faster than you'd think, but the messy middle is where most people quit. Ryan Johnson, founder of Hundred Financial Planning, joins us to talk…
#156 - Career Pivots And Clear Thinking with Jacob Tally
You can feel stuck in a successful career and still know it's not the life you want.In this episode, we talk with Jacob Tally of Prospero Wealth about what it actually looks like to pivot later,…
#155 - A Discretionary, Childfree Life with Cory Smith
Most financial advice is built around a default life plan — and it quietly breaks down when you've opted out of that script. Cory Smith is a fee-only financial life planner and founder of…
#154 - From Side Hustle to Six-Month Waitlist: Ethan Miller’s Path to Fee-Only Planning
Ethan Miller had a six-month waitlist… while still working a full-time job.We sat down with the founder of Planning for Progress to talk about how he went from union organizing to building a thriving…
#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…
#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…
#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…
#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…
#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…
#148 - Meet The P&C Pro Powering BC Brokerage
Meet the person you want on your side when policies get real. We sit down with Charles Priest, our new head of Property and Casualty at BC Brokerage, to unpack how a planning‑first mindset turns…
#147 - Renting Your Brain: The Business of Advice-Only Planning with Kelly Nilsson
Why do some advisors thrive without managing assets? We talk with Kelly Nilsson, founder of Brava Financial, about building a planning-first, advice-only practice that focuses on real-life risk—not…
#146 - How A CFP And A CPA Team Up To Protect Wealth
Imagine walking into tax season already knowing the number.That’s what happens when a fee-only planner and a proactive CPA plan the year together—before December 31. In this episode, we’re joined by…
#145 - The Engineer’s Path to Fee-Only Planning with Andy Cole
A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean,…
#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…
#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…
Frequently Asked Questions
Only Fee-Only has published 163 episodes since March 2022, covering topics in Business, Entrepreneurship.
Only Fee-Only is currently highly active with new episodes weekly. Average episode length is 35m.
Similar Podcasts
The School of Greatness
Lewis Howes
1,946 episodes
The Tim Ferriss Show
Tim Ferriss: Bestselling Author, Human Guinea Pig
873 episodes
THE ED MYLETT SHOW
Ed Mylett
685 episodes
Craig Groeschel Leadership Podcast
Life.Church
194 episodes
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
390 episodes
Earn Your Leisure
iHeartPodcasts
1,484 episodes