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Message
Financial Advisors LC Area.
Posted on 10/24/26 at 12:39 pm
Posted on 10/24/26 at 12:39 pm
Hello Gents,
Is there anyone local yall could recommend?
Scenario would be if something happens the wife could go and see an setup with my retirement and life insurance and she would be helped navigate such a task?
Thanks
Is there anyone local yall could recommend?
Scenario would be if something happens the wife could go and see an setup with my retirement and life insurance and she would be helped navigate such a task?
Thanks
Posted on 10/24/26 at 4:56 pm to thejudge
Your heart is in the right place but is that really worth 1% of your portfolio per year?
ChatGPT is 10x better than any financial advisor you will find.
ChatGPT is 10x better than any financial advisor you will find.
Posted on 10/24/26 at 6:23 pm to I Love Bama
I have spent the last 2 days going over my finances with ChatGPT and was coming to post something similar. 
I'm from LC. I don't know why anyone would pay for an LC-quality financial advisor OTHER than the comfort of knowing they'd be there for the wife, to walk her through the process and hold her hand (and he'd pay a ton for just that).
You can get much better advisors in big cities who will cost less, but it's likely they'd be part of a bigger operation and won't have that P2P touch
The "best" in LC is probably Tim Andreas (Andreas Global Asset Management Group)
I'm from LC. I don't know why anyone would pay for an LC-quality financial advisor OTHER than the comfort of knowing they'd be there for the wife, to walk her through the process and hold her hand (and he'd pay a ton for just that).
You can get much better advisors in big cities who will cost less, but it's likely they'd be part of a bigger operation and won't have that P2P touch
The "best" in LC is probably Tim Andreas (Andreas Global Asset Management Group)
Posted on 10/25/26 at 9:22 am to thejudge
We deal with Casey Jones w Edward Jones. I’ve known him for a while. He’s not trying to take advantage of you.
Posted on 10/25/26 at 10:22 am to #1RagleyTiger
Yes, but Edward Jones is succeeding!
Posted on 10/25/26 at 1:06 pm to I Love Bama
quote:
Your heart is in the right place but is that really worth 1% of your portfolio per year?
I don't disagree but the wife does not know how to handle all of this and tack on the loss of me and dealing with still young kids is enough of a burden.
Posted on 10/25/26 at 2:08 pm to thejudge
Then call Andreas
Posted on 10/25/26 at 10:35 pm to #1RagleyTiger
quote:
We deal with Casey Jones w Edward Jones. I’ve known him for a while. He’s not trying to take advantage of you.
Posted on 10/27/26 at 1:51 pm to SlowFlowPro
quote:
You can get much better advisors in big cities who will cost less
As someone who's been in the financial services business for 20 years, I can assure you that this is b***s***!
Business is the same anywhere you go: some good, some bad, some worth the money, and some not worth a sh*t
Posted on 10/27/26 at 5:38 pm to SlowFlowPro
quote:
Global Asset Management Group
Well, the name alone says it all-
Posted on 10/28/26 at 10:28 pm to thejudge
Do some additional research and look for a true fee-only financial advisor who charges a flat fee, hourly rate, or annual retainer—not a percentage of assets under management - even if they aren’t local.
The idea of automatically paying 1% of your portfolio every year to a local brick-and-mortar firm is worth questioning… on a $1 million portfolio that’s $10,000 annually, and over 20–30 years that fee compounds against you.
Another positive of using someone remote: do you really want someone in your local community knowing and controlling your finances? If your wife can operate an iPhone, she can self manage your accounts with the guidance of a fiduciary fee-based advisor.
The idea of automatically paying 1% of your portfolio every year to a local brick-and-mortar firm is worth questioning… on a $1 million portfolio that’s $10,000 annually, and over 20–30 years that fee compounds against you.
Another positive of using someone remote: do you really want someone in your local community knowing and controlling your finances? If your wife can operate an iPhone, she can self manage your accounts with the guidance of a fiduciary fee-based advisor.
Posted on 10/30/26 at 9:44 am to ChasinTails
quote:
do you really want someone in your local community knowing and controlling your finances?
Do you really want someone halfway across the country that you've never met in person knowing and controlling your finances?
Posted on 10/30/26 at 12:21 pm to jrobic4
If it’s a fee-only advisor, they will have zero control.
Posted on 10/30/26 at 1:25 pm to I Love Bama
Thank you fort posting this. I am currently with a financial advisor and not been happy the past year or so with them. I just got on chatgpt and was blown away at the info available. I think I am going to try to do this solo soon.
Posted on 10/30/26 at 1:31 pm to thejudge
Dan Frick at FMP.
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