How to begin? “Set up ‘get acquainted’ meetings and ask each adviser to write up a proposal, including their fees,” said Sheryl Garrett, CFP®, founder of the Garrett Planning Network, in “Tips for Picking a Financial Adviser.”
The Advantages of a Fee-Only Financial Advisor
How to get financial help without conflicts of interest? “By hiring a fee-only financial advisor,” says Robert Brokamp, who recommends Garrett Planning Network members in “The Best Way to Pay for Advice: The Advantages of a Fee-Only Financial Advisor.”