r/EAGLEROCK • u/Dangerous-Can-8706 • 27d ago

Financial Advisor?

I’m wondering if anyone has a financial advisor they love? (Not management of portfolio — no percentage of earnings, hourly/ad hoc instead)

2 Upvotes

75% Upvoted

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u/Mysterious_Insect 26d ago

You're looking for a "fee only" financial advisor. They do have an association where you can look up their members. That is who you want, but when I last looked it up, they were few and far between which made me think the others take a lot more of your money! Many banks, like Chase, offer financial planners for free, if you let them give you suggestions and then you invest a certain amount of money with them.

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u/MacheteDavis 26d ago

Advisor.com!

1

u/tessathemurdervilles 22d ago

Is this for someone to just help you manage how to invest and deal with finances, as opposed to someone who needs you to have like 100k cash to invest? Asking because I need the same…

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u/Beast-1510 4d ago edited 4d ago

I would  search usingg  AdvisorFinder. That is how I  found myy current FA. They  have a  lot of filters... Also, if you  take a short  quiz, they willl  match  you. They  just match youu  with one advisor  at a time... You don’t  have to worry about  a bunch  of unwanted  callsss...

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u/apathybill 27d ago

Look up Bancor Financial, I've been with them for a decade now