Personal Financial Advisor
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Fee-Only financial advisor - Fee-Only financial advisors are compensated only by their clients and accept no commissions or compensation from other sources, such as insurance products or investments. This model of compensation reduces the potential for conflicts of interest between the advisor and the client in that the advisor is not beholden to insurance, investment, and other financial companies.
Independent Financial Advisor - The term IFA or Independent Financial Adviser is a UK term to describe a financial adviser who works on behalf of their client and not on behalf of any third party (especially an insurance company). In working for the client they are independent of third party interests and therefore will tend to offer unbiased advice.
National Association of Personal Financial Advisors - National Association of Personal Financial Advisors
Bert Whitehead - Bert Whitehead is a fee-only financial advisor and author who invented what has become known as the "Cambridge System" methodology of working with clients, taxes, and investments. He is a prominent member of the National Association of Personal Financial Advisors, or NAPFA.
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