#166 - Becoming the Advisor He Couldn't Find: Ethan Kok's Fee-Only Journey
What happens when a Dow Chemical employee turned real estate investor can't find a financial planner willing to look at his whole picture? He becomes one himself.
In this episode of Only Fee Only, Peter and Broc talk with Ethan Kok, owner of Sage Wealth Planning. Ethan shares how his search for real financial advice as a young investor in Midland, Michigan opened his eyes to the fee-only model — and ultimately pulled him out of a corporate career and into financial planning. He breaks down how he built his early client base by mastering Dow's complex employee benefits, why offering flat-fee…
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