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Are you thinking about working with a financial advisor but don’t know how to find and choose one? The MoneySense Find a Qualified Advisor tool can help.
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Double check the credentials f the CPA, as well as the reputation. Public records can reveal a lot about a person. You can even check with BBB or Better Business Bureau especially if the CPA is part of a firm. Look for negative comments and other issues concerning the person. You can ...
A financial advisor typically charges for their advice based a percentage of the assets that they manage for you. This fee is detailed in the Uniform Application for Investor Advisor Registration, or Form ADV, as it is more commonly known, and is unique to each firm. Form ADV explains ...
Personal referrals are especially helpful to get a sense of fees and services. Asking around can be a helpful starting point but consider doing your own research on the planner and firm before engaging. If you’re working with a CPA for your taxes or have an estate planning attorney, conside...