The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.


Building a fiduciary culture of honesty, integrity, and expertise.

Scholar Financial

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Scholar Financial

1441 Riva Ridge Avenue
Bowling Green, KY 42104

Telephone: 270-904-2728
Fax: 888-884-6291
[email protected]

Services

Scholar Financial provides investment supervisory and financial planning services to individual clients, which may include areas such as cash flow and budgeting, education funding, retirement planning, risk management and estate planning. Scholar Financial’s Investment advice involves ongoing and continuous supervision of clients’ portfolios.

Compensation methods accepted
Assets Under Management (AUM)
Fixed fee based on assets or financial circumstances.

Required education for senior advisors in the firm
Finance or a related area
CFP® (Certified Financial Planners).

Link to SEC/state registration
https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=663458

Dan Moisand

 

Dan Moisand is a nationally recognized fiduciary fee-only financial planner, an Institute Real Fiduciary™ Advisor and Chair-elect of the CFP Board.

The Institute has enshrined the ‘Moisand Rule’ on fiduciary practices. It is basic and is more important today than ever: “You have to avoid conflicts. If I avoid a conflict, I don’t worry about it.”

Watch the video of Moisand speaking here.

Bob Veres

 

Bob Veres is a long term observer of financial planning. His Newsletter, “Inside information” Is a staple of leading planners. In the May edition he writes about fiduciary and the Institute.

"But a much bigger point is that the fiduciary standard—as Knut Rostad of the Institute for the Fiduciary Standard has pointed out—has been determined by the Supreme Court (1963 ruling) to be at the very heart of the Investment Advisers Act of 1940. It is the foundation of what it means to be an RIA registered with the SEC instead of a tipster or a tout."

- Bob Veres, Parting Thoughts ... The SEC's Own Compliance Culture