All Advice-Only financial advisors who pass my screening must have a CFP®, equivalent credential, or qualifying experience. The vast majority have the CFP® credential itself. Only very few don’t have it but I let them pass based on their experience. CFP® certification is based on Four E’s: education, examination, experience, and ethics. Candidates must complete an […]
In many ways, working with an Advice-Only financial advisor is still much better than using the Vanguard Personal Advisor Services.