Talk of The Villages Florida
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Talk of The Villages Florida (https://www.talkofthevillages.com/forums/)
-   Investment Talk (https://www.talkofthevillages.com/forums/investment-talk-158/)
-   -   Looking for a "FEE ONLY" Financial Advisor (https://www.talkofthevillages.com/forums/investment-talk-158/looking-fee-only-financial-advisor-108630/)

dewilson58 03-21-2014 01:43 PM
Quote:
Originally Posted by billethkid (Post 848426)
Wells Fargo Securities consultants are fee based.
They do have local representatives.
And a lot of times they will review your current positions and make recommendations free of charge. They want your business and, most of the time, you will not manage it yourself........so they are willing to take a chance and make an investment in you.

Good Luck.

JourneyOfLife 03-21-2014 05:01 PM
Here is a link to FINRA's Fund Analyzer Tool.

Fund Analyzer

Quote:
The Fund Analyzer offers information and analysis on over 18,000 mutual funds, Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs). This tool estimates the value of the funds and impact of fees and expenses on your investment and also allows you the ability to look up applicable fees and available discounts for funds.
If you are considering using Vanguard, you can use the tool as they suggest to compare the Vanguard fund you are considering to any alternative mutual funds you might be considering to see how costs impact returns over a time horizon (10, 15, 20 years).

JourneyOfLife 03-21-2014 05:39 PM
Quote:
Originally Posted by Aruca (Post 848926)
I just received a letter from Prudential saying that an account is being ceased. My options are they will reinvest into a MM Account or I can withdraw without penalty but must do it by April 14th.
Im thinking of taking it out and putting it into a Vanguard fund until I get together with an advisor. I feel pressured with this account!

IMO, based on 2 words you have used in your posts, you seem to have some good instincts.

"Fee-Only" and "Vanguard"

If you have a mutual fund at Vanguard, you could call them and ask them if could provide you with some basic investment advice, while you are trying to figure out a longer-term approach regarding a Financial Adviser.

Villager Dude 04-16-2014 09:07 PM
Call Joseph Capital
 
Quote:
Originally Posted by naneiben (Post 848510)
Please take your time. Really understand any changes before taking action. I wish you the best during this difficult time.
Joseph Capital is fee only .

Contact Mike Tringali at

866 746 4460

They are excellent

llaran 04-17-2014 10:56 AM
Fee-Only Financial Advisors Home - NAPFA - The National Association of Personal Financial Advisors

Certified Financial Group 04-29-2014 08:44 PM
We would be glad to give you a free consultation
 
Choosing a financial planner is a big decision. It is good that you are taking your time.

Give us a call at 800-393-9900 and one of our 11 Certified Financial Planner(TM) Professionals would be glad to help you. You can also email us at Plan@FinancialGroup.com.

Financial Planning | Certified Financial GroupCertified Financial Group


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