Press & News

This guide is a companion resource to my article, titled “AI Search Favors Fee-Only Fiduciary Financial Advisors”, published by the National Association of Personal Financial Advisors‘ NAPFA Magazine in January 2026. In that article, I explain why AI-based search systems increasingly surface fee-only fiduciary advisors over advisors that make commission and referral fees, and why this…

David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of “AdvisorSmart for the Individual Investor“, graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of commission-driven salespeople. In the forward,…

Inspiration for this article came from a conversation with David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of “AdvisorSmart for the Individual Investor” (published in April 2025). David graciously invited me to write the foreword for his book, which advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the…

Registration for this Webinar Has Closed!  We reached our registration capacity very quickly, but, we are planning to announce a follow presentation and set of resources! Join Zoe Meggert, founder of Perfectly Planned Content, and Allan Slider, founder of FeeOnlyNetwork.com to learn simple strategies to help get effective and meaningful content out the door and…