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Jana
12 days ago
I'm in the market for a new financial advisor. What would be good questions to ask when interviewing a potential advisor?
amd
What sort of financial advisor are you looking for? I know a bit about the topic but it depends on your needs. Are you looking to clear up debt? Invest? Retirement planning? Make sure you don't accidentally hire someone who gets commission. Those "advisors" get paid to push products that you may not want.
  • 9 days ago
Jana
Hi Adam, I'm looking for investments and retirement planning advice. I am looking to avoid hiring someone to take a commission, but it seems like those people don't really exist...
  • 8 days ago
patricko
There are many types of firms that will help with financial planning, with a variety levels of experience, hands on, and fees. The general rule for the fees is they will be a percentage of your "holdings under management", and that percentage gets smaller the more money you have with them. Here's one that is unusually transparent with their fee structure: (I haven't used Valeo, but a friend recommends them)

valeofinancial.com/fee
  • 8 days ago
Jana
Thanks Patrick, this indeed is refreshing. If someone were to make a lot of money on my behalf I would want them to get paid for their work, I just don't like the conflicting incentives for the advice.
  • 8 days ago
Gizmofish
My brother is a financial planner; he’d be happy to talk with you (and has done an excellent job for us). Mike Meggyesy at DA Davidson: MMeggyesy@dadco.com.
Financial Advisor - Downtown
  • 7 days ago
Jana
Thank you Melinda!
  • 7 days ago
Arry
Do they have view into *all* of the different kinds of assets - not just stocks/equities? Alternative assets?
  • 5 days ago
Jana
That is an interesting question. Thanks Arry. By alternative assets I am guessing you mean crypto, real estate, gold and private equity deals?
  • 5 days ago

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