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Financial Planning / Finding a Financial Advisor


Subject:  Re: LGBT Financial Planner Date:  9/26/2010  1:01 PM
Author:  BruceCM Number:  328 of 349

I'd second Robert's suggestion of the Garrett FP network. This is a pure fee-only organization, that minimizes...but does not necessarily eliminate...most conflicts of interest. I'd also make sure that the advisor you retain has the CFP or CPA credentials, as this insures the advisor has at least fundamental training in personal finance.

One other site you might check is This too is a fee-only group, but as such its members are also compensated by a percentage of your assets they manage, which means they tend to gravitate towards those clients with lots of investment $$. Nothing particularly wrong with this, although there is a potential conflict with your interests, by keeping your assets investable rather than in some other form, such as real estate equity, a gift trust or a life annuity.

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