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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.

PublishesWeeklyEpisodes160Founded4 years ago
Number of ListenersCategories
BusinessEntrepreneurship

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Latest Episodes

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 building a fee-only RIA designed to serve women and... more

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 San Diego, about how he made the leap in 2022 after... more

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 through what it actually takes to build a fee-only f... more

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, especially after years in high-intensity environments... more

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Reviews

5.0 out of 5 stars from 26 ratings
  • Authentic conversations for the Advisor Community to Learn From

    I’ve been a routine listener for the past year & there’s not an episode where I don’t hear about someone’s journey & how they are contributing to the fee-only community from a variety of angles.

    Love the mix of advisors, behavioral finance experts, thought leaders, & business owners who are guests on the show.

    Keep it up BC brokerage!

    Apple Podcasts
    5
    CArnold20
    United States2 years ago
  • Love the work boys!

    Keep doing what you’re doing BC!

    Apple Podcasts
    5
    1234klao123455
    United States3 years ago
  • Big fan

    Really enjoy Broc and Peter’s work on Only Fee-Only. Great to hear unique stories from other fee-only planners and advisors.

    Apple Podcasts
    5
    Mungo Bean
    United States3 years ago
  • Outstanding!

    This podcast is a fantastic resource for fee-only planners at any stage of business development. Broc and Peter are building things the right way at BC Brokerage, and you can feel their authenticity as they discuss the financial planning industry with some world-class planners. Keep them coming!

    Apple Podcasts
    5
    Erik Baskin
    United States4 years ago

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Audience Metrics

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Which podcasts are similar to Only Fee-Only?

These podcasts share a similar audience with Only Fee-Only:

1. Behind The Advisor
2. The Perfect RIA
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Kitces and Carl - Real Talk for Real Financial Advisors
5. The Long Game

How many episodes of Only Fee-Only are there?

Only Fee-Only launched 4 years ago and published 160 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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