73-year-olds search for a good, fee-only financial adviser

  • Article by: CHRIS FARRELL
  • Updated: May 11, 2013 - 6:50 PM

Q: My husband and I are having a discussion (or more of a disagreement!) on planning for our future. We are both 73 years old. What we would like to do is to find a planner for a one-time meeting and pay the fee as you might pay a consultant. We are no longer buying life insurance policies or doing other transactions where a planner would make commissions for those services. How might we go about finding such a person and what type of fee might we expect to pay?

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cpuringtonMay. 23, 13 5:23 PM

When seeking a financial advisor make sure they are willing to sign the Fiduciary Pledge as recommended in The New York Times.

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teotooleMay. 31, 13 6:21 PM

Call Nate Wenner.

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