Quote:
Originally Posted by Robbb
I'm looking for an advisor to review my assets management plan. My finances are very simple, and I don't need a financial plan so to speak, just help reviewing my asset allocation. I don't want to pay 1% for ongoing account management, but am looking for an advisor who works on an hourly basis. Any suggestions? TIA.
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Search the following fee-only advisor sites:
Napfa.org and Garrettplanningnetwork.com
These advisors will often agree to an hourly charge for services rendered.
The advisors that have solicited me in The Villages are all fee-based and have no interest in charging an hourly fee. They want to sell you an annuity and charge high AUM fees.
Or, as an alternative, contact Vanguard or Fidelity.