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Hello everyone! If there's a new blog article that I think you guys might like I plan on posting it in the Forums.
This week's article is: How to Find and Vet a Financial Advisor
Let me know what you think about the article.
For more content don't forget to check out our blog.
Good article that covers all of the bases.
On point to emphasize: the only way to be sure the advisor is putting you first is with a fee only structure. No commission, no conflict of interest, nothing to compete with your own interests.
Remember: "Only fee only"
@Elizabeth_FICO, I appreciated this article. This particular topic is especially important given the number of people that are getting involved in specific financial products for the first time, e.g., crypto, stocks, etc.
I think it's a good starting point.
Thanks for sharing.
Thanks elizabeth fico. and i'm liking the new staff overhaul.
@SeaProbe wrote:Good article that covers all of the bases.
On point to emphasize: the only way to be sure the advisor is putting you first is with a fee only structure. No commission, no conflict of interest, nothing to compete with your own interests.
Remember: "Only fee only"
Right, but as it suggested, Fee Only covers some different things. I am currently choosing between two advisors, and one big filter is for financial planning, I don't want to use AUM (for planning, if I want them to run my investments, that's OK). Hourly and/or project-based seem to me to be the ways to go