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Personal Finance and Investing

JudyM

(29,542 posts) Mon Dec 26, 2022, 04:44 PM Dec 2022

Any ideas for finding a fee-for-service financial/tax advisor? [View all]

Last edited Mon Dec 26, 2022, 06:24 PM - Edit history (1)

Looking to pay hourly or by the project.

I’ve been looking online, countless phone calls… everyone wants an ongoing percentage to manage investments though I don’t need them managed…I only need a one-time review (it’s for my mother’s account, I’m her POA) with occasional questions going forward.

12 replies

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Any ideas for finding a fee-for-service financial/tax advisor? [View all] JudyM Dec 2022 OP

Make sure whomever you hire is a fiduciary, not some salesperson. SheltieLover Dec 2022 #1

IKR! JudyM Dec 2022 #5

Glad you know. SheltieLover Dec 2022 #6

Yes, I've done that JudyM Dec 2022 #9

I thibk they are licensed by state. SheltieLover Dec 2022 #11

That's right, but some have licenses in multiple states. JudyM Dec 2022 #12

We use our bank. I'm sure they get a percentage but it's a local 1WorldHope Dec 2022 #2

Interesting, I'll check that out. JudyM Dec 2022 #10

The only thing those types of people have to sell is expertise and information A HERETIC I AM Dec 2022 #3

Your last bit of advice is a good idea! JudyM Dec 2022 #4

Fair enough. A HERETIC I AM Dec 2022 #7

I edited the question, thanks for your helpful input on that! JudyM Dec 2022 #8