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Updated almost 6 years ago on . Most recent reply
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Fee based financial planner that gets real estate
I have been working in corporate America for 20 yrs and investing in real estate at the same time. I have reached the point where I think my net worth is at point that I could retire. I would like to work with a fee based (charges by the hour) financial planner that understand real estate to work on a plan forward. Does any one have any referrals? I’m in MN, but willing to work with remotely if they are right person
Thanks!
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@Randy Bloch You will want to find a "Fee-only" Financial Advisor. This is different from a fee-based advisor. Best places to look are NAPFA and XYPN websites. These advisors are all Certified Financial Planners, fiduciaries and fee-only. Most of this advisors can work on an hourly fee. Always ask for their ADV Brochure. Let me know if you have any questions.