re: Blank

I'm in the industry. Not going to rep myself on the board, but here's what I recommend:

- Interview a few different folks

- Look for a CFP® as they are a fiduciary and knowledgeable

- Consider working with a team or group, that way if your "guy" croaks or is out of office you have backup

- Look at some independent firms (LPL and Cetera are the largest ones but plenty of others), you'll likely have lower costs and a broader toolbox. The big wire houses/broker dealers will always push certain products or funds likely at higher expense ratios.

- Don't be totally fixated on "fee only." Fee only will restrict someone from accessing every tool in the toolbox. "Fee based" is more important. The difference is they can still access commission based products if it is the best fit.