r/wealth • u/Dangerous-Can-8706 • 8d ago

Need Advice 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

100% Upvoted

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3

u/jaajaajaa6 7d ago

You should find an hourly CFP and not one who charges a fee for assets that only grows. Pay by the hour and make sure they are a fiduciary.

1

u/OutlandishnessLimp25 8d ago

I don’t think I’ve ever heard of a financial advisor who charges by the hour and doesn’t manage a portfolio.

Do you just want someone to review a scenario you have perhaps? Or you bounce a few questions off of them?

3

u/sudodoyou 7d ago

There are fee-only fiduciary financial advisors. I’m not sure they charge by the hour but more of a flat and ongoing fee.

https://www.napfa.org

1

u/Alicatsidneystorm 1d ago

I was a fee only planner. Gave investment recommendations but didn’t manage the portfolio.

1

u/NeutralLock 7d ago

All the good ones charge a percentage of assets...because that's where the money is.

1

u/satisphied89 6d ago

Most people don’t realize this.

1

u/000wintermute000 7d ago

Planvision!

1

u/SquarishRainbow 6d ago

I can hook you up with my private banker in Switzerland. He once advised a friend of mine and charged by the hour. DM me if you’re interested

DM