Yelp! for financial planners?
October 31, 2011 4:52 PM Subscribe
As part of a gradual effort to bring order to our lives, my wife and I would like to talk to a fee-only financial planner, somewhere in San Diego. Where should we go?
posted by willbaude to work & money (2 answers total) 1 user marked this as a favorite
I have fairly strong views about what I want from a financial planner (no commission-based compensation, willingness to accommodate my strong belief in indexing, etc.), but I don't know how to find such a person. I find the other professionals in my life by using Yelp! or on the basis of personal recommendations, but neither one seems to be adequate here. Does anybody have suggestions--either for a specific person, or a place to look to find such a person?