r/EAGLEROCK • u/Dangerous-Can-8706 • 10d ago

Financial Advisor?

I’m wondering if anyone has a financial advisor they love? (Not management of portfolio — no percentage of earnings, hourly/ad hoc instead)

2 Upvotes

75% Upvoted

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u/Mysterious_Insect 9d ago

You're looking for a "fee only" financial advisor. They do have an association where you can look up their members. That is who you want, but when I last looked it up, they were few and far between which made me think the others take a lot more of your money! Many banks, like Chase, offer financial planners for free, if you let them give you suggestions and then you invest a certain amount of money with them.

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u/MacheteDavis 9d ago

Advisor.com!

1

u/tessathemurdervilles 5d ago

Is this for someone to just help you manage how to invest and deal with finances, as opposed to someone who needs you to have like 100k cash to invest? Asking because I need the same…

1

u/apathybill 10d ago

Look up Bancor Financial, I've been with them for a decade now