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How to Find a Financial Adviser

By as seen at Kiplinger.com
Wed, Jan 04, 2023 at 10:20AM

How to Find a Financial Adviser

.....And while we're on the topic of ethics:  Fiduciaries are required by law to put your interest before their own..  In addition to that, a subset of fiduciary firms are fee-only, which means they don't sell any products or services beyond their relationship with you as a fiduciary in all parts of their business.  The word fiduciary gets used incorrectly all the time, but a true fiduciary has very few conflicts of interest, with all decisions made in the client's best interest.  For me, these two criteria - being a CFP and a fiduciary - should be non-negotiable when choosing an advisor.....

 

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