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...
#132 - Advice Only: A Platform for Planners Who Want to Just Plan with Steven Fox, CFP®, EA
Only Fee-Only
27 minutes
6 months ago
#132 - Advice Only: A Platform for Planners Who Want to Just Plan with Steven Fox, CFP®, EA
A lot of financial planners don’t actually want to run a business. They just want to help people. But when the only way to do that is to launch your own firm… you end up becoming an accidental entrepreneur—juggling compliance, operations, tech, and marketing instead of focusing on clients. Stephen Fox saw that problem firsthand. Marine Corps veteran. Financial planner. Firm builder. And now, the founder of Advice Only—a platform built for planners who want to offer advice without managing as...
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...
