A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean, resilient practice while working full time and raising a family. What began as a deep dive into risk-adjusted returns evolved into a planning-first firm serving engineers with a flexible, transparent fee model. Andy shares the early challenges of running a solo RIA—compliance, invoicing, endless paperwo...
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A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean, resilient practice while working full time and raising a family. What began as a deep dive into risk-adjusted returns evolved into a planning-first firm serving engineers with a flexible, transparent fee model. Andy shares the early challenges of running a solo RIA—compliance, invoicing, endless paperwo...
#128 - From 250 Clients to a Purpose-Built Practice with Tommy Blackburn and John Mason
Only Fee-Only
41 minutes
7 months ago
#128 - From 250 Clients to a Purpose-Built Practice with Tommy Blackburn and John Mason
What happens when two advisors decide to completely rebuild their firm from the ground up? In this episode, Tommy Blackburn and John Mason share how they transformed Mason & Associates from a commission-based practice to a thriving fee-only RIA focused on federal employees. Driven by a desire for stronger client relationships and a clear vision for the future, they took on the challenge of “rightsizing” their client base—John had been serving over 250 families. The transition allowed them...
Only Fee-Only
A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean, resilient practice while working full time and raising a family. What began as a deep dive into risk-adjusted returns evolved into a planning-first firm serving engineers with a flexible, transparent fee model. Andy shares the early challenges of running a solo RIA—compliance, invoicing, endless paperwo...
