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  2. How to find a financial advisor near you - AOL

    www.aol.com/finance/financial-advisor-near...

    Firms on Harness Wealth typically charge a 1 percent investment management fee for the first $1 million in assets under management. À la carte financial services such as estate planning creation ...

  3. How to build a family financial plan - AOL

    www.aol.com/finance/build-family-financial-plan...

    Investing for the future is one of the most difficult parts of the financial planning process, so it’s a great time to call in an expert to help you build this part of your plan. 5. Protect ...

  4. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family ...

  5. How much money should you have before hiring a financial advisor?

    www.aol.com/finance/much-money-hiring-financial...

    Financial planning tools and educational resources: Several online brokers offer free tools that help you create a financial plan, track your net worth or simply learn more about investing. It’s ...

  6. Financial planner - Wikipedia

    en.wikipedia.org/wiki/Financial_planner

    A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning.

  7. Creative Planning - Wikipedia

    en.wikipedia.org/wiki/Creative_Planning

    Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas .

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