CURRENT AVAILABILITY:
I’m no longer adding new clients. Sorry for the inconvenience.
Here are two alternatives:
Consider Jon Luskin’s One-Day Financial Review at JonLuskin.com. Jon is an experienced Certified Financial Planner (CFP) and investment specialist. For a one-time flat fee, you’ll receive a comprehensive review of all your financial needs, including an in-depth discussion.
I also recommend Liberty Capital Management’s new hourly advice service. Visit LibertyCapitalMI.com. The firm offers a half-day concentrated financial review for a one-time flat fee. I’ve worked with CEO Ken Carbaugh, MBA, AWMA, and James Howe, CFP, for the past year developing their Portfolio 2nd Opinion™ service.
Jon and Ken/James are fiduciaries. The above services are offered for a one-time fixed fee, and additional time is billed hourly at your discretion. There are no ongoing fees, no annual fee commitment, and no requirement for assets under management (AUM). Liberty Capital does offer a separate low-fee portfolio management service.
Other hourly/fixed fee advisers
Other hourly and fixed-fee advisers might have more availability. Lists are available at Nectarine, the Advice Only Network, and on Sarah Grillo’s website. The lists are not a recommendation or endorsement of any adviser on them. You’ll need to do your own due diligence.
Thank you again for your interest in my advisory service.
Rick Ferri
Chartered Financial Analyst (CFA)