Being Smart With $$ -- What Kind of Adviser is Right For You?

The Editor in Chief of Kiplinger’s Personal Finance Magazine was seeking a financial planner.  He dismissed planners who work on commission because some push high-cost products.  So he spoke to three fee-based planners.  The first was an adviser who charges 1% of assets but realized that can add up to thousands of dollars in year-after-year fees.  He spoke to an advisor who charges a large up-front sum and dismissed that idea as too expensive. Then he settled on a third advisor who was just what he was looking for: an Hourly, Fee-Based Financial Planner with no minimum time requirements and who acts as a Fiduciary, only considering what is in his family’s best interests.  The advisor keeps her overhead low and therefore does not need to charge you thousands just to cover expensive office space.  What kind of adviser is best for you? (Kip Mag 05/2018)

Larry Pike, CFA

Client Priority Financial Advisors LLC
www.clientpriority.com

Hourly, Fee-Based Financial Planning and Advice.

No Commissions, No Automatic, Recurring Fees.

The Client is Always the Priority.