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Reply to "S/O How to fire our financial advisor"
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[quote=Anonymous]I'd say go with a fee-only certified financial planner. We had a FA and moved and were seeking someone local. We decided to go with the financial planner, and while we paid a bunch up front (2K), she gave us action steps and told us how and what to invest in in Vanguard. I've moved all of our accounts (were in Franklin Templeton) over to Vanguard. She told us to avoid the personal advisor service as she was telling us what to do. And, she told us what to do in teh future should we have more money to invest in in the coming years. We can touch base with her every couple of years for much less than the 2K. She said to avoid the FAs because of what you state - the fees - and she showed us exactly how much money we would have paid staying in Franklin TEmpleton vs. moving over ot VAnguard, which performs the same. [/quote]
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