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?
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?
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?
Cambridge Advisors are fee-only and have a couple of members in the San Diego area. Disclosure: I used to work for the parent company.
posted by blackkar at 8:44 PM on November 1, 2011
posted by blackkar at 8:44 PM on November 1, 2011
This thread is closed to new comments.
I stumbled on this service a year ago and interviewed 4 fee-only planners they listed for my area, settling on one. No charge.
posted by Hobgoblin at 6:25 AM on November 1, 2011