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Can anyone recommend a fee based Financial Advisor in Nashville area?

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  • ChicSkiier
    replied
    Originally posted by Ykcor View Post
    Update: After months of combing the lists of fee only financial advisors, never could find a fixed fee one that I was comfortable with, for different reasons. So I'm going with an hourly fee person (Rick Ferri) to simplify my financial situation and keep me trucking alone. Eventually I will have to turn the wheel over to someone else.

    thanks for the input
    Ykcor: can you give any feedback on your experience with Rick Ferri?
    Thanks

    Leave a comment:


  • The White Coat Investor
    replied
    Remember fee-based does not equal fee-only. Everyone on my recommended list is fee-only and has agreed to work with people in any location:

    https://www.whitecoatinvestor.com/financial-advisors/

    Rick will help you design a portfolio, but he doesn't manage assets, so if you need that service you'll need to pick someone else to do that. Rick will help you negotiate a fair price with them though.

    Harry Sit will also help you find an "advice-only" advisor, but again, if you want assets managed, wrong place to go.

    Leave a comment:


  • Ykcor
    replied
    Update: After months of combing the lists of fee only financial advisors, never could find a fixed fee one that I was comfortable with, for different reasons. So I'm going with an hourly fee person (Rick Ferri) to simplify my financial situation and keep me trucking alone. Eventually I will have to turn the wheel over to someone else.

    thanks for the input

    Leave a comment:


  • Hatton
    replied
    No one in Huntsville that I know of.  When I was looking at Garret a few years ago there was someone in Franklin, Tn and Birmingham.  Good luck.

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  • jfoxcpacfp
    replied
    Check out Garrett Planning Network. All are hourly planners and all are fee-only (you don't want fee-based).

    See The "F"-word scam

    Leave a comment:


  • Can anyone recommend a fee based Financial Advisor in Nashville area?

    .. or Huntsville or Birmingham as I live in between, and am getting near retirement. Prefer  someone who works on an hourly basis or low cost AUM fee. Have already talked with the Vanguard PAS.
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