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Old 05-07-2018, 06:33 PM
 
Location: Wisconsin
854 posts, read 1,701,500 times
Reputation: 990

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Can anyone recommend a CFP, that you are very happy with? We are looking for one that is fee based.

My wife and I are just beginning the search.

Thanks.
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Old 05-07-2018, 08:30 PM
 
Location: Mequon, WI
8,289 posts, read 23,098,715 times
Reputation: 5682
Planners Financial Group, LLC
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Old 05-07-2018, 10:20 PM
 
Location: Southwest Minneapolis
520 posts, read 775,494 times
Reputation: 1464
I'm an Advisor, but not in your market. Here are a couple of tips for your search.

Most advisors have an area of speciality or focus. None of us are experts in all areas of finance. Find an advisor that specializes in what you are looking to do.

Despite what the commercials suggest, the CFP designation is not the universal gold standard in the industry. Carrying the CFP designation means an advisor has passed a few test on general curriculum and paid lots of money to the CFP Board. In my opinion the CFP board's greatest accomplishment is convincing consumers of their relevance.

Make sure you know all the ways your advisor is compensated. Fee based is not the as fee only. The industry is awash in "soft" money. There isn't one compensation model that is necessarily best, just make sure you know the rules.

Good luck.
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Old 05-08-2018, 12:52 AM
 
Location: Wisconsin
854 posts, read 1,701,500 times
Reputation: 990
Thanks
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Old 05-08-2018, 07:55 AM
 
Location: Milwaukee, WI
3,368 posts, read 2,886,587 times
Reputation: 2967
Spend less, earn more, keep your money invested. Where can I get my fee?
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