Fee Based Financial Advisor
I don't post that often on ToTV, but I read it a lot and like all the information provided. So I thought I'd ask my own question...
I'm looking for a financial advisor, but not one who has a product to sell. I want to just pay a fee for the specific questions I have and advice I'm looking for. It might be real estate related, or related to using some money in a retirement plan for something else, and other miscellaneous things like that. Again, not interested in talking to anybody who has a product to sell...only his or her financial advice services. Thanks. |
We use Ameriprise, while they have a office in the villages, I have continued to use my advisor back up North, I have been very pleased with his advice, especially recently. Now not sure they will be able or willing to work with you on what you want, but a phone call would not hurt.
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Garrett Planning Network - Making competent, objective financial advice accessible
Have not used them but they are highly reccomended. They have a representative in Brooksville about 35 miles away. Recommended by Clark Howard. Clark’s Take: These Investment Companies Offer You the Best Bang for Your Buck - Clark Howard |
Vanguard Investments has certified financial planners who will provide free advice on the phone by appointment. But, I think you may need to have a certain amount of assets invested with them. They are one of the best companies to invest with, and they are also recommended by Clark Howard.
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Free on line including 3 free ebooks - Paul Merriman | Sound Investing for Every Stage of Life
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I've been listening to the Paul Merriman podcasts for years. His website is also chalked full of very helpful information as well as his free ebooks. |
[QUOTE=Davonu;1724521...I'm looking for a financial advisor, but not one who has a product to sell.
Thanks.[/QUOTE] Lake Advisory Group Financial planner in Lady Lake, Florida 108 S Old Dixie Hwy, Lady Lake, FL 32159 Phone: (352) 350-2008 |
Fidelity has an office at Sumter landing, you could stop in.
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George Mathis at Raymond James in Brownwood. One of the best. He listens.
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There are investment clubs here. Maybe one of those would work.
Bob |
Fee Based vs Fee Only
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theroar
You can find a listing for CFP's online. You really need to meet with several and discuss your needs and fees. Be sure they are "fee only" and not selling investment products. I interviewed three and have been with the same advisor for ten yrs. Mine is a CPA as well which works well for tax purposes. Good luck.
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Paul (paul.d.zirakian@raymondjames.com) - Raymond James in Brownwood. Creates portfolio based on what you tell him at only 1%. & also recommends. Friendly, caring & good looking.
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In this day and age where so much financial data is at one's fingertips, I can't imagine ever having someone else...manage MY money.
If I did though, the first question to the person would be; "Please show me proof of your own...personal net worth." :popcorn: |
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