The “Fiduciary” Advisor Trap: Don’t Make This Money Mistake In this eye-opening video, Mike Palmer,…

The “Fiduciary” Advisor Trap: Don’t Make This Money Mistake

In this eye-opening video, Mike Palmer, CFP® and founder of Ark Royal Wealth Management, breaks down the crucial difference between fee-only advisors and fiduciary advisors. Discover why this distinction matters for your financial future and how it can save you money.

🕒 Timestamps:
0:00 - Introduction
0:30 - Understanding fiduciary and suitability standards
1:15 - The truth about “part-time” fiduciaries
2:00 - What it means to be fee-only
2:45 - Can a fiduciary still earn commissions?
3:30 - 4 ways to ensure you’re working with a fee-only fiduciary
4:15 - The benefits of choosing a fee-only advisor

🔑 Key takeaways:

The difference between fiduciary and suitability standards

Why some advisors switch between standards without telling you

How fee-only advisors differ from commission-based advisors

The potential conflicts of interest in financial advice

How to verify if an advisor is truly fee-only and always a fiduciary

💼 About Ark Royal Wealth Management:
We’re committed to providing transparent, trustworthy financial advice. All our advisors are Certified Financial Planners (CFP®) and we never accept commissions.

👍 Like, comment, and subscribe for more financial insights that can help secure your financial future!

#FinancialAdvice #Fiduciary #FeeOnlyAdvisor #PersonalFinance #WealthManagement #fiduciaryadvisor #financialplanning

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🔗 Stay Connected With Us.

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📩 For business inquiries: mpalmer@ark-wealth.com

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✅ About Ark Royal Wealth Management.

Welcome to Ark Royal Wealth Management! We’re a Raleigh and Charlotte-based firm dedicated to helping you make smart, informed decisions about your money. Our team, founded by Mike Palmer, CFP®, in 2015, brings over 30 years of wealth management experience. We believe in being truthful, trustworthy, and transparent, values that guide everything we do.

On this channel, you’ll find expert insights on investing, financial planning, retirement strategies, and tax-saving techniques. All of our advisors are Certified Financial Planners™ who work together to provide personalized, strategic guidance. Join us on your journey toward financial clarity and confidence.

For Business inquiries, please use the contact information below:

📩 Email: mpalmer@ark-wealth.com

🔔 Want to make smarter decisions with your money? Subscribe for expert insights on investing, financial planning, retirement, and tax-saving strategies.
https://www.youtube.com/@arkroyalwealthmanagement/?sub_confirmation=1

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🔎 Related Phrases:
Fee Only Advisor Explained, Are CFPs Fee Only, Is a Fiduciary Always Fee Only, What Should I Look For in a Financial Advisor, What Should I Look for in a Financial Planner

https://www.youtube.com/watch?v=wdLwlJWXJEs

via Ark Royal Wealth Management
https://www.youtube.com/channel/UCVpo_9eJdigAdxCOpr5yCsg
July 08, 2025 at 06:01PM

from Ark Royal Wealth Management https://ift.tt/W2iAqry