Hello, I’m Harry. I will help you find financial advisors who only give advice, but do not manage investments.
I only work for you. I don’t receive any money from the advisors. I have helped over 400 people all over the U.S. find this type of advisor.
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What Is Advice-Only?
Advice-Only means you pay a financial advisor for advice, and only the advice. The advisor does not sell you products or manage your money.
The advice is the most valuable part. Managing money becomes administrative once you know what to do.
How Much Does Advice-Only Cost?
It depends on what you need but it usually costs much less than paying commissions or having your money managed.
If you are an advisor in the U.S., and you operate under the Advice-Only model, please raise your hand. I’m paid by the clients. I don’t charge or accept any money from advisors.
Some of my clients shared their experience in working with an Advice-Only advisor.
Recently retired couple worked with an Advice-Only advisor to check whether they may have missed anything.
Client Sarah shared her experience in working with an Advice-Only advisor on catching up on her retirement savings.
A recently retired couple did a one-time consultation with an Advice-Only advisor and saved $12k/year in advisor fees.