Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Contact NAPFA. Say you're looking for an advisor who charges either a flat fee for a financial plan or an hourly rate instead of AUM: https://napfa.org/find-an-advisor#
Comments
Garrett
The following articles are a few years old but should still be useful.
Note: The SEC adopted Regulation Best Interest in 2019.
The 19 Questions to Ask Your Financial Adviser
Find the Right Financial Help
Disclaimer: I have not used financial planning services from NAPFA or Garrett.