Comments on: How To Vet A Financial Advisor https://thecollegeinvestor.com/13789/find-vet-financial-advisor-millennials/ Navigating Money And Education Thu, 15 Jun 2023 14:03:53 +0000 hourly 1 By: Eric McClain https://thecollegeinvestor.com/13789/find-vet-financial-advisor-millennials/#comment-211896 Fri, 10 Oct 2014 17:23:00 +0000 https://thecollegeinvestor.com/?p=13789#comment-211896 Many good advisors will pass your technical screen. Nice to see the subjective factors you listed as those can be critical to actually completing and implementing a financial plan.

]]> By: Roger Wohlner https://thecollegeinvestor.com/13789/find-vet-financial-advisor-millennials/#comment-193247 Mon, 11 Aug 2014 16:31:00 +0000 https://thecollegeinvestor.com/?p=13789#comment-193247 Overall an excellent primer for folks looking for a financial planner. I would add the Garret Planning Network to the list of resources https://garrettplanningnetwork.com/. This is a group of fee-only planners who provide as-needed advice, many are also members of NAPFA. Speaking of NAPFA your readers should check out their guide to finding a financial advisor on the front page of their side, an excellent document that can be downloaded as well.

I strongly advise anyone looking to hire a financial planner to give some thought as to what they are looking for in terms of advice. Do you just need a quick consultation to get on track? Help allocating your 401(k)? A more in-depth financial planning review? Ongoing help with investments and other financial planning issues? A lot will depend upon the person’s stage of life. Are they just starting out? Been working for a few years? Married, kids? Young but a high earner?

I would suggest focusing on finding the right advisor first and then deciding on whether an online advisor or a more traditional advisor is the right fit.

]]> By: Chad Smith, CFP® https://thecollegeinvestor.com/13789/find-vet-financial-advisor-millennials/#comment-193182 Mon, 11 Aug 2014 13:59:00 +0000 https://thecollegeinvestor.com/?p=13789#comment-193182 We had an great conversation via Twitter last week with @GarrettPlanning @ThinkAdvisor @FPassociation and CFP Board Consumer Advocate @EleanorBlayney on the best way to choose a Financial Advisor. Take a glance for interesting tips and a great list of questions to ask a Financial Advisor when you are considering hiring one.
Summary listed here: https://www.experian.com/blogs/news/about/financial-advisor/

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