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2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
A non-fiduciary advisor is not bound to having your best interests in mind, and they might earn commission on financial products that earn high profits for them but aren't necessarily best for you ...
Continue reading → The post Ask an Advisor: ‘I'm Too Trusting and Gullible.' How Do I Find a Financial Advisor Who Truly Acts as a Fiduciary? appeared first on SmartAsset Blog. Ask an Advisor ...
The service might include regular meetings with an advisor to review your financial plan and additional services such as tax or estate planning. 5. Evaluate how much you can afford to pay a ...
National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect changes in industry ...
An IA must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940.This standard requires IAs to act and serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser—consciously or unconsciously—to render advice which was not in the best interest of the IA ...
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related to: fiduciary investment advisor near me reviews- 277 West Nationwide Boulevard, Columbus, OH · Directions · (614) 227-5725
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