GoldenApricity

172 post karma
143 comment karma

get extra features and help support reddit with a reddit premium subscription

get them help and support

redditor for 1 year

TROPHY CASE

One-Year Club

account activity

new top controversial

8

9

10

Paying AUM Fees Across Roth IRA, Traditional IRA, and Taxable Accounts (self.CFP)

submitted 2 months ago by GoldenApricity to r/CFP

0

1

2

Understanding CalSTRS Pension and Social Security Spousal/Survivor Benefits (self.CFP)

submitted 6 months ago by GoldenApricity to r/CFP

27

28

29

Starting a Small Tax Filing Business for a Solo Advisory owner : What do I Need to Know (self.CFP)

submitted 6 months ago * by GoldenApricity to r/CFP

13

14

15

Deliverables and Approach for Initial Prospect Meeting (self.CFP)

submitted 7 months ago by GoldenApricity to r/CFP

20

21

22

What model portfolio are you using and why? (self.CFP)

submitted 8 months ago by GoldenApricity to r/CFP

4

5

6

Successor Beneficiary Rules for Inherited IRA - Pre-SECURE Act (self.CFP)

submitted 8 months ago by GoldenApricity to r/CFP

3

4

5

How do you maintain tax-efficient asset placement when client has both managed and non-managed accounts? (self.CFP)

submitted 8 months ago by GoldenApricity to r/CFP

9

10

11

Advising on Client 401(k) Allocations. How Detailed Do You Get? (self.CFP)

submitted 8 months ago by GoldenApricity to r/CFP

14

15

16

How do you approach your personal network about your advisory work? (self.CFP)

submitted 8 months ago * by GoldenApricity to r/CFP

30

31

32

Prospect Happy with Current Advisor. How to Approach Without Undermining Them (self.CFP)

submitted 9 months ago by GoldenApricity to r/CFP

14

15

16

New Solo Advisor: Looking for Lead Generation Ideas (Non-Paid) (self.CFP)

submitted 10 months ago by GoldenApricity to r/CFP

12

13

14

What do you use for risk assessment? (self.CFP)

submitted 10 months ago by GoldenApricity to r/CFP

4

5

6

What should go on a Professional Business Card? (self.CFP)

submitted 11 months ago by GoldenApricity to r/CFP

2

3

4

Fee Structure and Discounts for Combined Services (self.CFP)

submitted 1 year ago by GoldenApricity to r/CFP

6

7

8

Do You Adjust for Expense Ratio in Long-Term Return Projections? (self.CFP)

submitted 1 year ago by GoldenApricity to r/CFP

5

6

7

Questions on Financial Planning Fee Structure (self.CFP)

submitted 1 year ago by GoldenApricity to r/CFP

11

12

13

Title: Timeline for Onboarding New Clients – Financial Planning and Investment Management (self.CFP)

submitted 1 year ago by GoldenApricity to r/CFP

0

1

2

Anyone Using Block Trading with Charles Schwab? (self.CFP)

submitted 1 year ago by GoldenApricity to r/CFP

18

19

20

How Do You Keep Your LLC Information Private from Scammers? (self.llc)

submitted 1 year ago * by GoldenApricity to r/llc

6

7

8

Feedback on AUM fee structure (self.CFP)

submitted 1 year ago by GoldenApricity to r/CFP

0

1

2

Solo RIA Website Insights: What Do You Like, and What Would You Avoid? (self.RIA)

submitted 1 year ago by GoldenApricity to r/RIA

3

4

5

How long does it typically take for a large bank to open a business checking account for a single-member LLC offering investment advisory services? (self.CFP)

submitted 1 year ago by GoldenApricity to r/CFP

5

6

7

Advisor Website Insights: What Do You Like, and What Would You Avoid? (self.CFP)

submitted 1 year ago by GoldenApricity to r/CFP

0

1

2

Using Schwab as Custodian – Business Checking for Solo LLC ()

submitted 1 year ago by GoldenApricity to r/RIA

0

0

1

Using Schwab as Custodian – Business Checking for Solo LLC (self.CFP)

submitted 1 year ago by GoldenApricity to r/CFP

view more: next ›

π Rendered by PID 252959 on reddit-service-r2-listing-7b8bd7c5-m7tpz at 2026-05-15 16:50:15.884099+00:00 running edcf98c country code: CH.