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Old 08-29-2023, 07:35 PM
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Smalley Smalley is offline
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Quote:
Originally Posted by Plinker View Post
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.
Vanguard only offers advice on a percentage basis. We had a meeting with such an advisor this morning and we passed on it when we heard that they only offered the percentage basis.