Comments on: Where To Find A Fee-Only Financial Planner http://wheredoesallmymoneygo.com/where-to-find-a-fee-only-financial-planner/ A personal finance blog written by Preet Banerjee Fri, 25 May 2012 08:03:33 +0000 hourly 1 http://wordpress.org/?v=3.1.2 By: Arvind http://wheredoesallmymoneygo.com/where-to-find-a-fee-only-financial-planner/#comment-9958 Arvind Sun, 13 Nov 2011 14:43:27 +0000 http://www.wheredoesallmymoneygo.com/?p=1026#comment-9958 You need to learn the market in order to become a financial advisor. You need to learn the market in order to become a financial advisor.

]]> By: Julie http://wheredoesallmymoneygo.com/where-to-find-a-fee-only-financial-planner/#comment-2962 Julie Thu, 04 Jun 2009 01:21:22 +0000 http://www.wheredoesallmymoneygo.com/?p=1026#comment-2962 If the company sells financial products (any kind) they are by definition biased. They will earn money from the cleint on the products they sell. Fee Only means they charge a fee to give objective, unbiased advice on your portfolio. If the company sells financial products (any kind) they are by definition biased. They will earn money from the cleint on the products they sell.

Fee Only means they charge a fee to give objective, unbiased advice on your portfolio.

]]> By: financial advisor http://wheredoesallmymoneygo.com/where-to-find-a-fee-only-financial-planner/#comment-2961 financial advisor Thu, 09 Apr 2009 17:01:40 +0000 http://www.wheredoesallmymoneygo.com/?p=1026#comment-2961 My company (ClaroConnect.com) matches individuals to financial planners in the U.S. We have a directory of specialized financial advisors so you can find the perfect planner for your needs, whether you are a small business owner, socially responsible investor, retiree, or just getting started. You can sort advisors on the website by several criteria, including fee-only advisors. My company (ClaroConnect.com) matches individuals to financial planners in the U.S. We have a directory of specialized financial advisors so you can find the perfect planner for your needs, whether you are a small business owner, socially responsible investor, retiree, or just getting started. You can sort advisors on the website by several criteria, including fee-only advisors.

]]> By: This and That: Valentine’s Day edition http://wheredoesallmymoneygo.com/where-to-find-a-fee-only-financial-planner/#comment-2960 This and That: Valentine’s Day edition Fri, 13 Feb 2009 13:16:02 +0000 http://www.wheredoesallmymoneygo.com/?p=1026#comment-2960 [...] As I found out last summer, it is not easy finding a fee-only financial planner. Preet found a few resources that help in finding a fee-only planner. [...] [...] As I found out last summer, it is not easy finding a fee-only financial planner. Preet found a few resources that help in finding a fee-only planner. [...]

]]> By: Preet http://wheredoesallmymoneygo.com/where-to-find-a-fee-only-financial-planner/#comment-2959 Preet Fri, 13 Feb 2009 04:57:43 +0000 http://www.wheredoesallmymoneygo.com/?p=1026#comment-2959 @ Mark Wolfinger - that sounds like a good blog topic - to go with the one I was planning on your question about why advisors don't use options more ubiquitously... stay tuned. You probably know the answers already, but I'll write about it in a bit of detail in the next week or so... @ Mark Wolfinger – that sounds like a good blog topic – to go with the one I was planning on your question about why advisors don’t use options more ubiquitously… stay tuned. You probably know the answers already, but I’ll write about it in a bit of detail in the next week or so…

]]> By: A Lap Of The Blogs : WhereDoesAllMyMoneyGo.com http://wheredoesallmymoneygo.com/where-to-find-a-fee-only-financial-planner/#comment-2958 A Lap Of The Blogs : WhereDoesAllMyMoneyGo.com Fri, 13 Feb 2009 01:57:30 +0000 http://www.wheredoesallmymoneygo.com/?p=1026#comment-2958 [...] Chevreau linked to my last post which listed some resources for finding fee-only financial advisors in Canada. Jonathan discusses the difference between “fee-based” and [...] [...] Chevreau linked to my last post which listed some resources for finding fee-only financial advisors in Canada. Jonathan discusses the difference between “fee-based” and [...]

]]> By: Mark Wolfinger http://wheredoesallmymoneygo.com/where-to-find-a-fee-only-financial-planner/#comment-2957 Mark Wolfinger Thu, 12 Feb 2009 17:40:27 +0000 http://www.wheredoesallmymoneygo.com/?p=1026#comment-2957 Preet, Can you tell me how financial planners are 'educated?' Is there a specific course of studies? Is there a list of topics they must master? Do you know if there is any training in derivatives, including stock options? Do you think it's different in the US? Thanks and keep up the good work. Mark Preet,

Can you tell me how financial planners are ‘educated?’ Is there a specific course of studies? Is there a list of topics they must master?

Do you know if there is any training in derivatives, including stock options?

Do you think it’s different in the US?

Thanks and keep up the good work.
Mark

]]> By: JoAnne Anderson http://wheredoesallmymoneygo.com/where-to-find-a-fee-only-financial-planner/#comment-2956 JoAnne Anderson Thu, 12 Feb 2009 12:27:25 +0000 http://www.wheredoesallmymoneygo.com/?p=1026#comment-2956 And here's another that didn't make Duncan's list MoneyPower Group at Raymond James 4263 Sherwoodtowne Blvd Ste 200 Mississauga, On L4Z 1Y5 email: janderson@raymondjames.ca • hourly fee: $150 - $250 per hour, depending on complexity • licensed to sell investment products • percentage of assets under management: • 1.25% of first 250,000 • 1% under $1 million • 0.75% of next $2 million • 0.50% of excess areas served: Ontario, Manitoba, Alberta, BC planner credentials: B.Comm (Hons), CFP areas of specialization: comprehensive financial planning, retirement planning, tax planning, special services for those who have received sudden wealth (lottery winnings, inheritances, insurance settlements)and for people in transition (retiring, starting or losing a job, recently widowed, separated or divorced) and financial planning for business owners And here’s another that didn’t make Duncan’s list

MoneyPower Group at Raymond James
4263 Sherwoodtowne Blvd Ste 200
Mississauga, On L4Z 1Y5

email: janderson@raymondjames.ca

• hourly fee: $150 – $250 per hour, depending on complexity

• licensed to sell investment products
• percentage of assets under management:
• 1.25% of first 250,000
• 1% under $1 million
• 0.75% of next $2 million
• 0.50% of excess

areas served: Ontario, Manitoba, Alberta, BC

planner credentials: B.Comm (Hons), CFP

areas of specialization: comprehensive financial planning, retirement planning, tax planning, special services for those who have received sudden wealth (lottery winnings, inheritances, insurance settlements)and for people in transition (retiring, starting or losing a job, recently widowed, separated or divorced) and financial planning for business owners

]]> By: Where To Find A Fee-Only Financial Planner | No Brainer Profits http://wheredoesallmymoneygo.com/where-to-find-a-fee-only-financial-planner/#comment-2955 Where To Find A Fee-Only Financial Planner | No Brainer Profits Thu, 12 Feb 2009 10:31:09 +0000 http://www.wheredoesallmymoneygo.com/?p=1026#comment-2955 [...] Excerpt from:Where To Find A Fee-Only Financial Planner [...] [...] Excerpt from:Where To Find A Fee-Only Financial Planner [...]

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