Read through the wiki first. You need some minimal amount of knowledge to invest to know what to talk to the advisor about and to check if they are scamming you. Post question to the board. It's free.
I am not sure Planvision will be a good fit for you. I got the impression that it's more of a tool for DIY who just want a little advice. However, they are cheaper than a fee only advisor, so it's worth giving hem a try to see if they will help you resolved your issue.
I would not recommend getting an advisor for a percentage of your asset like Vanguard PAS, it's a commitment and you might not like them. These are good if you require hands on all the time. You want to call someone up and say you want them to do x, and is willing to pay $10-20K a year.
I would suggest finding a fee only advisor. You can hire one for a fraction of the cost of a percentage of your asset advisor. You can find out if they move the needle for you. You can then hire them again to move the needle further or find someone else if you feel they are not a good fit. They do not need to be local.
I am not sure Planvision will be a good fit for you. I got the impression that it's more of a tool for DIY who just want a little advice. However, they are cheaper than a fee only advisor, so it's worth giving hem a try to see if they will help you resolved your issue.
I would not recommend getting an advisor for a percentage of your asset like Vanguard PAS, it's a commitment and you might not like them. These are good if you require hands on all the time. You want to call someone up and say you want them to do x, and is willing to pay $10-20K a year.
I would suggest finding a fee only advisor. You can hire one for a fraction of the cost of a percentage of your asset advisor. You can find out if they move the needle for you. You can then hire them again to move the needle further or find someone else if you feel they are not a good fit. They do not need to be local.
Statistics: Posted by gavinsiu — Sun Jul 14, 2024 8:50 am — Replies 14 — Views 939