I am no longer accepting new clients, but the following trusted advice-only advisers can help you:
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 investment discussion.
I also recommend Liberty Capital Management’s new hourly advice service. Visit LibertyCapitalMI.com. The firm offers a comprehensive portfolio review for a one-time flat fee. I’ve worked with CEO Ken Carbaugh, MBA, AWMA, and James Howe, CFP, for several years, helping them develop 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 asset under management (AUM) requirement. Liberty Capital does offer a separate low-fee portfolio management service when requested.
Lists of Advice-Only Advisers
More advice-only advisers are available at the Garrett Planning Network, Nectarine, the Advice Only Network, and on Sarah Grillo’s website. The lists are not a recommendation or endorsement of any adviser. You must do your own due diligence.
Rick Ferri, CFA
There have been many fraudulent social media accounts created that impersonate me and ask for financial information. They are scams. Please ignore them.