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Updated almost 6 years ago on . Most recent reply

User Stats

257
Posts
244
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Randy Bloch
  • Rental Property Investor
  • Minneapolis
244
Votes |
257
Posts

Fee based financial planner that gets real estate

Randy Bloch
  • Rental Property Investor
  • Minneapolis
Posted

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!

Most Popular Reply

User Stats

4
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2
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Arthur Flores
  • New York, NY
2
Votes |
4
Posts
Arthur Flores
  • New York, NY
Replied

@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.  

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