Question: I want an hourly certified financial planner but can’t find any near me. NAPFA and Garrett Planning Network point me to Phoenix planners, but that’s two hours away. Any suggestions on how to ...

Question: I am interested in retaining the services of a financial advisor to take a holistic view of my finances. I am not interested in anyone managing my investments. What type of advisor should I ...

Fee-only financial planners are compensated based on an hourly rate, a flat rate or a percentage of assets and/or income, not by commissions. Firms in the fee and commission section of this List might ...

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

To find a "good" financial advisor, interview as you would for any hire and assess them on competency, honesty/ethics, ...

All financial planners should have training and education specific to the role. Keep in mind that not all are regulated by industry groups such as the Financial Industry Regulatory Authority or the ...

CFA. Fiduciary. RIA. These terms aren’t exactly self-explanatory. But when it comes to finding a financial advisor, you’ll be better equipped if you’re familiar with the industry’s lingo and what’s ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.