We are self-directed, but for a steak dinner we tried ARS. All they wanted to do was to sell an annunity which we had said initially we would not do. Claimed he was a fudiciary, but in his mind, only the Annunity was an option. Gave us a book to read for "how" to select an advisor, but he violated at least two major principles, so...we cancelled future appointments. Be wise.
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