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Author: pauleckler Big funky green star, 20000 posts Top Favorite Fools Old School Fool Answer Team Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 79746  
Subject: Financial Planners Date: 2/6/2004 2:08 PM
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Today's NJ Star-Ledger has an excellent article on Financial Planners (p 34). Its in their Business 101 series by Mary Yanni. They have a web page, but the article is not posted.

A few details--

Typical charge for a financial planner is $100 to 250/hr or a flat fee of $1000 to $10000.


have a goal in mind

get referrals

bring along your paperwork

interview more than one planner

visit their offices

get a written agreement


write your check to the planner other than for his/her fees. The check should go to the investment directly.

allow planner to put his name on your account

let planner sign anything for you

let planner share your profits.

Call their references. Ask what they did not like about the services received. This approach gets more honest comments.

The article is loaded with details of certifications and organziations that certify and what to bring. Motley Fool is cited as one of the sources, but I have not seen this much detail before.
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