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Redstag Redstag is offline
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Default Recommendations for a local Fee-Only Financial Advisor / Tax Planner
Hi Everyone,
We are looking for recommendations for a local Fee-Only Financial Advisor / Tax Planner in or around The Villages area.
To be clear, we are specifically seeking a strict fee-only fiduciary—meaning someone who is compensated only by hourly rates, project fees, or a flat fee, and does NOT take commissions, sales loads, 12b-1 fees, or sell insurance/annuities.
What we're looking for help with:
• Tax-efficient retirement distribution strategies (Roth conversions, RMD management, FL tax considerations).
• One-time financial plan checkup.
• Someone local (or willing to meet in person) who understands the specific needs of Florida retirees.
If you have personal experience with a true fee-only CFP® or CPA/PFS firm locally that you’ve been happy with, we’d love to hear who you use and why!
(Please, no pitches for commission-based products, annuities, or "free consultation" dinner seminars. We are only interested in pure fee-only fiduciary practices.)
Thanks in advance for any insights or recommendations!
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