What are the best criteria for finding a financial planner?

StephMK

DIS Veteran
Joined
Mar 22, 2004
Messages
6,158
I know this has been discussed in the past at some point but I can't find any threads. We need to change financial planners because I believe ours is charging too many fees. We get hit w/an annual fee for each account opened & contributions are charged a fee as well. I'm guessing that's not the best gameplan plus the investments have not done very well IMO. We set it up because at the time, we didn't really have a direction & hoped he'd help us more than we'd done on our own. At this point, I think we would have done just as well staying on our own judging from the investment returns.

What advice can you give? Thanks in advance because I know there are several that can give great pointers!!
 

New Posts


Disney Vacation Planning. Free. Done for You.
Our Authorized Disney Vacation Planners are here to provide personalized, expert advice, answer every question, and uncover the best discounts. Let Dreams Unlimited Travel take care of all the details, so you can sit back, relax, and enjoy a stress-free vacation.
Start Your Disney Vacation
Disney EarMarked Producer






DIS Facebook DIS youtube DIS Instagram DIS Pinterest DIS Tiktok DIS Twitter

Add as a preferred source on Google

Back
Top Bottom