Sentences with phrase «planner on an hourly basis»

For a job like this, it probably makes more sense to hire a financial planner on an hourly basis rather than sign up for long - term relationship.

Stephen Elliott, 37, hired a fee - only planner on an hourly basis after doubting whether his previous financial adviser's incentives were aligned with his own.

A close to 1 % AUM is just not worth it when your portfolio starts growing over six figures, you can get great advice from a NAPFA fee only planner on an hourly basis for a lot less.

Not exact matches

We are fee - only Certified Financial Planners ™ offering financial guidance customized to your needs on an hourly fee or project basis without any conflicts of interest.

So, for example, if you want help for a specific issue — say, deciding where to invest an IRA rollover or deciding when to take Social Security — as opposed to ongoing advice, you could always hire a financial planner willing to work for a flat fee or on an hourly basis rather than paying a percentage of assets each year.

Another great resource for finding fee - only financial planners that do planning on an hourly, as need basis is the Garrett Planning Network, http://www.garrettplanningnetwork.com.