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Reply to "Recommend your financial planner"
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[quote=Anonymous][quote=Anonymous]Try the credit union first. They're free.[/quote] That's not financial planning. Search on www.NAPFA.org or www.cambridgeadvisors.net and read carefully. Fee-only is very different from fee-based, and anyone who accepts any compensation other than the fees you pay them directly is a salesperson. Expect to pay at least $5,000 a year (a lot more if your situation is complex) for a good comprehensive planner. The fee may be billed directly or as a percentage of assets under management (in which case you'll probably need at least $500K in invested assets to be accepted as a client).[/quote]
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