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Started By
Message
Looking For A Financial Advisor To Pay To Do A One-Time Evaluation Of My…
Posted on 11/4/22 at 9:18 am
Posted on 11/4/22 at 9:18 am
…investment/retirement portfolio. Everyone that I know of locally wants to manage my stuff for me. I’m not at all interested in that. I just want someone that will ask me questions and then give me a summary of what they think after I answer all those questions. Any recommendations for such a person?
9
Posted on 11/4/22 at 9:39 am to auwaterfowler
If your account is with Fidelity or Schwab, or maybe others, they offer free evaluations or if not free, very low cost.
Posted on 11/4/22 at 9:56 am to auwaterfowler
If its a 401k, I would check with the company its through. Luckily my 401k lady is a Dave Ramsey advisor and gives great advise for free.
Posted on 11/4/22 at 10:15 am to Skippy1013
We have 401-k’s and ira’s through different people, crypto, some real estate and a business that will be sold when we decide to retire. Plus, I will likely always work a little, as I love what I do. It’s definitely not a straightforward situation that I can just go plug into an online calculator.
Posted on 11/4/22 at 10:18 am to auwaterfowler
Yes. You can find top rated consultations on Upwork. Don't go cheap.
Posted on 11/4/22 at 10:23 am to I Love Bama
I’ll check that out. Thanks.
Posted on 11/4/22 at 10:24 am to viv1d
quote:
gives great advise for free.
Should offer some free spelling advice too.
Posted on 11/4/22 at 12:03 pm to auwaterfowler
Not local, but I've done this before considering it as a one-time planning engagement. I ask questions to get a feel for your goals and then make specific investment recommendations based on those goals and your life stage/financial circumstances. The scope is very limited compared to something more comprehensive that more heavily considers other planning topics like taxes, insurance, retirement, college savings, etc. but it gives do-it-yourselfers a good start and good portfolio to sit on for 9-12 months before they need someone to review it again.
If you want someone local, you might try looking on NAPFA.org and just start asking around to see if anyone would do something similar. Could also try CFP.net.
If you want someone local, you might try looking on NAPFA.org and just start asking around to see if anyone would do something similar. Could also try CFP.net.
Posted on 11/4/22 at 12:55 pm to Niner
I would actually prefer that it not be local, as I personally know most of my local folks. Cost for such?
Posted on 11/4/22 at 1:00 pm to viv1d
quote:
my 401k lady is a Dave Ramsey advisor and gives great advise for free.
The way I laughed out loud at this...
Posted on 11/4/22 at 1:54 pm to auwaterfowler
I can do it bruh just post it here
Posted on 11/4/22 at 2:17 pm to auwaterfowler
Likely $150-$225/hr.
Posted on 11/5/22 at 7:03 am to auwaterfowler
Posted on 11/5/22 at 11:25 am to auwaterfowler
I have an account with Schwab and they are doing mine for free. They send you a detailed questionnaire then a conference call to clarify any questions. I met with some local guys who wanted to manage my accounts but didn’t want that so Schwab was a no brainer.
Posted on 11/5/22 at 5:18 pm to auwaterfowler
There are good options on Upwork
Posted on 11/7/22 at 6:53 am to viv1d
quote:
If its a 401k, I would check with the company its through. Luckily my 401k lady is a Dave Ramsey advisor and gives great advise for free.
Sarcasm?
Posted on 11/7/22 at 6:57 am to Niner
quote:
If you want someone local, you might try looking on NAPFA.org and just start asking around to see if anyone would do something similar. Could also try CFP.net.
Typed in a couple of zip codes and found some names I know and didn't find others. Seems weak. What are the qualifications for getting on this list?
Posted on 11/7/22 at 7:02 am to TeaParty
quote:They must register with NAPFA as a fiduciary and fee-only (meaning no commissions) advisor. To your point, some advisors who are fee-only don't know about NAPFA and, therefore, don't register. Some do and choose not to.
What are the qualifications for getting on this list?
Posted on 11/7/22 at 7:43 am to auwaterfowler
Ameriprise charges a yearly fee. So essentially you can get a one off consult and not renew. You meet twice a year. I used their advisor 2 years and it was helpful for tax and estate planning. Took off this year and they were fine with that since I’m relatively young and had done the big stuff they recommend.
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