Before you agree to work with a financial advisor, you need to understand exactly how they’re compensated. If you’re afraid you’ll seem rude by asking, don’t worry: Your advisor is required to ...
Dear Liz: How do you find a fee-based financial planner? I just inherited a lot of money, and trying to figure out our future is stressing me out. Answer: That’s understandable. Getting sound advice ...
Selecting a certified financial planner is one of the most important money decisions you’ll make. Here are the steps for finding a great one. Nick Bormann, a CFP in Spokane, Wash., says that advisers ...
SmartAsset on MSN
Ask an Advisor: How Can I Find a CFP Who Offers Independent Advice Without a Brokerage?
How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...
Whether you just inherited an unexpected sum of money, you’re looking to buy a home, or you’re figuring out how to set aside money for retirement—there are plenty of reasons to hire a financial ...
If a financial planner or financial advisor is fee-only, that means they receive compensation solely from the fees clients pay from their services. They do not earn commissions or kickbacks for ...
Within the financial advisory industry, there’s plenty of debate about whether the fee-only model is always best for clients. That’s a separate question from adhering to the fiduciary standard, which ...
Q: Any good ideas on how to go about finding a financial planner who won't be working on some sort of commission? I'm just in a quandary to find a good planner to help me with my retirement planning.
David Grant started out as a receptionist at a fee-only firm, trying to work his way up to eventually becoming a financial planner. But after three years at the firm, he realized that career track ...
NEW YORK--Lately the market has made more dips and turns than Highway 1, and it is hard to keep up. Stop chasing the Nasdaq, and get professional help-hire a financial planner whose job it is to help ...
Results that may be inaccessible to you are currently showing.
Hide inaccessible results