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This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.
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Recent Episodes
#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…
#142 - From Cold Calls to Community: Krystal Fortner on Building a Client-First Firm
Krystal Fortner built a thriving, advice-only firm by choosing clarity, community, and client-first values over sales pressure. In this episode, we trace her path from cold-calling at a wirehouse to…
#141 - The Secret to Scaling Your Firm Without Losing Your Sanity with Michelle Wong
What if you could scale your advisory firm without rushing to hire and manage a full team?In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and…
#140 - We stopped undercharging and the business worked - Sean Gillespie
How does a fee-only firm grow without losing its purpose? In this episode, we talk with Sean Gillespie, president of Redeployment Wealth Strategies, about the lessons behind raising fees, building…
#139 - Two kids, three master’s, and one $4 coconut water debate - Prudence Zhu
Prudence Zhu (pronounced "zoo"), CPA, CFP®, CFT™, is the founder and CEO of Enso Financial, a fee-only financial planning firm dedicated to helping couples, families, and entrepreneurs thrive through…
#138 - Mastering the Income Rollercoaster: Austin Preece’s Approach to Real Estate Pros
Austin Preece went from selling insurance to building a thriving fee-only financial planning firm—by doing things differently. He rejected the traditional AUM model in favor of charging 0.5% of net…
#137 - From FinTech Sales to Financial Advisor: Clark Jeffries' Journey
What happens when someone who used to sell financial technology decides to become a financial advisor? Clark Jeffries, founder of Jeffries Wealth Management, takes us inside his transition from…
#136 - Momentum Over Perfection: Fran Walsh on Growing a Business Step by Step
How do you build a financial planning practice that succeeds without losing your values?Fran Walsh, co-founder of Opulus LLC and one of Investopedia’s Top 100 Advisors, believes the key is…
#135 - Finding the Right Fit: Dev Thompson Joins BC Brokerage
Meet Dev Thompson – the newest addition to the BC Brokerage team.Dev’s journey to insurance is a unique one—from college football player to strength coach at Purdue and Kentucky, to fee-only…
#134 - Off the Grid, On a Mission: Ryan Sullivan’s Bold Leap from Engineering to Financial Planning
What does it take to build a successful financial planning firm—while living off the grid in a cabin-caboose hybrid?Ryan Sullivan of Off the Beaten Path Financial did just that. After leaving a…
#133 - Garden Glove Planning: Getting Real with Matt Zeigler and Ben Tuscai
Matt Zeigler and Ben Tuscai of Sunpoint Investments take a different approach to wealth management. Instead of just managing money, they combine deep financial planning with investment consulting to…
#132 - Advice Only: A Platform for Planners Who Want to Just Plan with Steven Fox, CFP®, EA
A lot of financial planners don’t actually want to run a business. They just want to help people.But when the only way to do that is to launch your own firm… you end up becoming an accidental…
#131 - Cutting Through the Tech Stack Noise with Joe Moss
Choosing the right tech for your advisory firm can feel overwhelming. In this episode, we talk with Joe Moss, COO at January Capital Advisors and founder of Connector, about how to build a tech stack…
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Only Fee-Only has published 151 episodes since March 2022, covering topics in Business, Entrepreneurship.
Only Fee-Only is currently highly active with new episodes every 2 weeks. Average episode length is 35m.
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