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Started By
Message
Reputable fee only financial planners Baton Rouge
Posted on 1/15/15 at 2:55 pm
Posted on 1/15/15 at 2:55 pm
Any recommendations on a group or individual in Baton Rouge?
I have a decent handling on our finances and investments, but am looking for a second opinion on retirement goals, asset allocation, financial planning for newly weds, etc.
thanks appreciated
I have a decent handling on our finances and investments, but am looking for a second opinion on retirement goals, asset allocation, financial planning for newly weds, etc.
thanks appreciated
3
Posted on 1/15/15 at 3:30 pm to Books
I think we all do fee based accounts. Do you mean something else?
Posted on 1/15/15 at 4:07 pm to Books
inb4 Vanguard and call it a day.
Posted on 1/15/15 at 4:23 pm to iknowmorethanyou
have Vanguard, but would like more in-depth advice on overall financial planning
Posted on 1/15/15 at 5:44 pm to Books
quote:
have Vanguard, but would like more in-depth advice on overall financial planning
Any FA can do that for you and do it fee only. Except EdwardJones. I don't think they can do it. Double check me though.
Posted on 1/15/15 at 8:42 pm to Broke
Ed Jones does have fee based accounts.
Posted on 1/16/15 at 5:05 am to Books
Fee only vs fee based . Isn't fee based where the planner gets an agreed on percentage of the value of your account each quarter? And fee only is where they charge your $ (a set fee) for one-time advice?
Posted on 1/16/15 at 10:09 am to AthensTiger
Typically a CFP will charge you a "set fee" to put together a financial plan for you. Then on top of that will typically charge a "%fee" if your assets that he will manage.
However, if you meet one that will do only a financial plan for you and direct you how to manage your own assets at vanguard or such then yes it's only a 1 time fee. But usually, the cfp will manage your assets for you as mentioned.
However, if you meet one that will do only a financial plan for you and direct you how to manage your own assets at vanguard or such then yes it's only a 1 time fee. But usually, the cfp will manage your assets for you as mentioned.
Posted on 1/16/15 at 10:54 am to Books
Give Michael Bonfanti a call, I have been happy with what he has done for me.
https://www.bonfantiinvestments.com/
225-612-3984
https://www.bonfantiinvestments.com/
225-612-3984
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