Finding a financial planner

scubasue
Sat, 17 Aug 2024 22:23:05 +0000

We have a newish fee only advisor that I do like a lot. I consider his fees ($180/hr) exceptionally reasonable…especially when compared to what the Fidelity CFP wanted to charge us for their “wealth management” services which would likely have involved comparable analysis/meeting/consultation times. My only criticism is that he may be a tad too conservative (financially…not politically) given our potentially long plan, but that may be a good thing.

He is located in WA state but he only does zoom meetings. Let me know if you’d like a referral and I’ll pm you.