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Home » Financial Planning Articles » Fiduciary

Fiduciary

Financial Advisor Compensation

Posted on: 03.21.20 By: Mike Kastler, MSF

Understanding Financial Advisor Compensation Models How to Find an Advisor That’s Best for You If there ever was a confusing profession to the public, a Financial Advisor compensation would have to be near the top of the list. With a dizzying array of designations, it’s almost impossible to distinguish one Advisor from another. Even thoseRead More >

Fiduciary Testimonials

Posted on: 02.05.20 By: Mike Kastler, MSF

I often get asked why I don’t have client testimonials on my website. The answer is that a fiduciary is not allowed to post testimonials on their website according to SEC rules. As a fiduciary, we must meet the legal requirements established by the SEC or face stiff repercussions. In the case of testimonials, it’sRead More >

What is a Fiduciary?

Posted on: 10.01.16 By: Mike Kastler, MSF

One of the most talked about items in the financial industry today is what is a fiduciary and what questions should a client ask their financial advisor. Here is a 2-min video that captures the essence of fee-only, fiduciary, and independent: This video should help you formulate some questions that you can ask your advisor.Read More >

Why the New DOL Fiduciary Rules are Important to You

Posted on: 07.18.16 By: Mike Kastler, MSF

After about 5 years under development, the Department of Labor released its long-awaited fiduciary rule, which extends the fiduciary standard to those who advise clients on individual retirement accounts, 401(k) assets and other qualified retirement savings. Registered investment advisor (RIA) firms, such as Garrett Investment Advisors, have always been subject to a fiduciary standard underRead More >

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Kastler Financial Planning offers financial planning and investment advisory services through Kastler Consulting Group, LLC., a fee-only registered investment adviser offering advisory services in the State(s) of Michigan and in other jurisdictions where exempted. Tel: (248)-793-7314. We are an Advice-Only financial planning firm and do not offer investment management services as a percentage of your asset value.

This communication has been provided to you for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. Although the information in this presentation has been obtained from and is based upon sources that Kastler Consulting Group, LLC believes to be reliable, Kastler Consulting Group does not guarantee its accuracy and it may be incomplete or condensed. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.

Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

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