Can you recommend someone in Bryan-College Station? TIA
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Fiduciary or Certified Financial Planner
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Last: 18 days ago by The Good Aggieboy19
Charlee Miller, Charlee S. Miller - Financial Advisor in College Station, TX 77845 | Merrill (ml.com)
She is sharp.
She is sharp.
Eric Wylie at Element
I second Charlee if you need comprehensive planning
Wylie appears to be a fee-only guy. That has some major advantages with respect to fiduciary stuff.
I pray people are aware of fees and loads and whatnot before they jump into investments. I can dig wanting someone who knows what they are doing to guide along through the process. But I worry people can get guided into investments by commission-based advisors that do not make sense for client but do make the firm/advisor more money than some of the low cost options available out there (e.g., Fidelity, Vanguard, etc. index funds).
https://www.sec.gov/investor/alerts/ib_fees_expenses.pdf
I pray people are aware of fees and loads and whatnot before they jump into investments. I can dig wanting someone who knows what they are doing to guide along through the process. But I worry people can get guided into investments by commission-based advisors that do not make sense for client but do make the firm/advisor more money than some of the low cost options available out there (e.g., Fidelity, Vanguard, etc. index funds).
https://www.sec.gov/investor/alerts/ib_fees_expenses.pdf
This x100. A lot of the big name firms' top priority is having you purchase their products, which the agents get commission on. Their top priority is not your financial well-being. I'm not saying this is the case for anyone mentioned in this thread, but please do your research and understand the differences.Brian Alg said:
Wylie appears to be a fee-only guy. That has some major advantages with respect to fiduciary stuff.
I pray people are aware of fees and loads and whatnot before they jump into investments. I can dig wanting someone who knows what they are doing to guide along through the process. But I worry people can get guided into investments by commission-based advisors that do not make sense for client but do make the firm/advisor more money than some of the low cost options available out there (e.g., Fidelity, Vanguard, etc. index funds).
https://www.sec.gov/investor/alerts/ib_fees_expenses.pdf
Transparency on fees is definitely important. So is the value being offered.
Charlee Miller. 100%