Of course, you could always mitigate the fiduciary and tax aspects by using a fee only advisor who is also a CPA. I know of one, but you'd have to be comfortable with her not being local: Annette Di Bello CPA CFP(R) PC Fee Only Fiduciary Wealth Mgmt
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Chino 1960's to 1976, Torrance, CA 1976-1983, 87-91, 94-98 / Frederick Co., MD 1983-1987/ Valencia, CA 1991-1994/ Brea, CA 1998-2002/ Dana Point, CA 2002-2019/ Knoxville, TN 2019-Current/ FL 2022-Current
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