No. of Recommendations: 0
Yo, JeanDavid.

<<How can you be sure that is who you are seeing? My sister has one who claims to be fee-only, but he pushes some mutual funds because he gets some kind of commissions from them. (This is in Canada, where the rules may be different.)>>

Can't speak for Canada because I don't know the rules there. But here all one has to is ask for the planner's ADV form, which is a biographical sketch all who give investment recommendations or advice must file with the SEC. Included therein is a statement of how that planner gets compensated. If part comes through commissions because of sales, it will be listed there.

Regards......Pixy
Print the post  

Announcements

The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement