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Updated over 5 years ago on . Most recent reply

User Stats

349
Posts
418
Votes
Dave G.
  • Investor
  • Phoenix, AZ
418
Votes |
349
Posts

Fee-Only CFP in Phoenix

Dave G.
  • Investor
  • Phoenix, AZ
Posted

I'm nearing the point to start working with an advisor to discuss a retirement financial strategy. Looking for any recommendations local to Phoenix as I lean to not work this remotely. 

I will only work with a reputable, experienced Fee-Only advisor. Not interested in anyone that is paid any other way than hourly by me (I've dealt with otherwise and there is always a COI whether obvious or buried). Approx 1/3 of our assets are in rentals, so an advisor that is also a real estate investor themselves is preferred. 

Thanks,
Dave

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