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Financial Planner in Winston-Salem

19deac92

19deac92

You are a meathead.
Joined
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Location
Winston-Salem
Does anyone have any recommendations for a financial planner in the Winston-Salem area with whom you have had a good experience?
 
You can give your $$ to me, I will invest it in The Human Fund: Money for the People.


















(in all seriousness, no, I don't know anyone... I just like making jokes about the human fund this time of year)
 
Do tell about this The Human Fund. I must be living under a rock to not have heard about it. I'd like to be in on the joke.
 
19deac92 said:
Does anyone have any recommendations for a financial planner in the Winston-Salem area with whom you have had a good experience?
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Craig Miller at Morgan Stanley. His group has various helpful resources (estate planning, money management, etc.). I think the min is $250k and they take 1.5 points a year.
 
OMG RJ KARL AND I AGREED ON SOMETHING




:D
 
You've fallen into a trap. If you actually look at the positions I've taken on that thread, we aren't that far apart.
 
19deac92 said:
Does anyone have any recommendations for a financial planner in the Winston-Salem area with whom you have had a good experience?
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My old man, c/o 1969, has been in the game for 40 years. pm me.
 
PM Sent. I would personally suggest staying away from broker/dealers and their advisors like Morgan Stanley, Merrill Lynch, Ameriprise, Edward Jones, etc...

Way too many conflicts of interest and the fees are ridiculous. 1.5% for annual management is absurd...
 
Thanks very much for the responses thus far. To be more specific, I am interested in a fee-only planner who is not motivated by the hope of a commission to sell me anything.
 
19deac92 said:
Thanks very much for the responses thus far. To be more specific, I am interested in a fee-only planner who is not motivated by the hope of a commission to sell me anything.
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You're doing it right. Fee-only CFP is the way to go (I'm bias of course) to get some objective advice. Hopefully there will be a washing out of the profession over the coming years as there is a lot of incompetence in the field at the moment...
 
So who is a good "fee only" financial planner in Winston-Salem?



[was actually trying to search for the "financial advice" thread to offer something, but I found this and was wondering...]
 
harmoniousmonk said:
Do it yourself
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Well, that's not bad advice, IMO.


Plenty of info on the Internet and Vanguard (and maybe others) offers low-fee investing (and even advice).



Still, curious if there's a "fee only" person or group that folks here know about and might recommend.
 
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