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...
#140 - We stopped undercharging and the business worked - Sean Gillespie
Only Fee-Only
35 minutes
3 months ago
#140 - We stopped undercharging and the business worked - Sean Gillespie
How does a fee-only firm grow without losing its purpose? In this episode, we talk with Sean Gillespie, president of Redeployment Wealth Strategies, about the lessons behind raising fees, building the right team, and serving military families with care and consistency. Sean explains why their first-year planning fee reflects the real work of sorting through insurance, TSP choices, and transition planning, and how they keep ongoing service affordable for younger service members. One story sums...
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...
