Once you get the advice from your Advice-Only financial advisor, implementing the advice is easy. In my Advice-Only manifesto Advice-Only: The Best Model For Financial Advice People Need And Want, I used an analogy of getting the diagnosis and prescription from your doctor and taking the pills yourself. It’s exactly like that, only easier, because for the most part the setup is a one-time effort and you have other people bending backwards to help you. You can definitely do it.
If you have questions about the advice, ask your advisor to explain until you clearly understand what specifically the advisor is recommending, down to what exact product, where exactly, in what amount, and when.
For your investments, if you tell your advisor you have a preferred custodian you’d like to stay with, your advisor can recommend the best investments available at that custodian. If you don’t like your current custodian(s), the advisor can recommend a new custodian based on cost and available investments. Whether you stay or move, all custodians are more than happy to work for you. Some brokerage firms even pay you a bonus when you move your accounts to them.
If you have a large account, you qualify for premium service at many places (Vanguard Flagship, Voyager Select, and Voyager; Fidelity Private Client, and Premium Services; TD Ameritrade Apex). You have a separate phone line and a separate team of more experienced customer service reps. These are already available to you for free. Have them place the trades for you if you don’t want to do it online yourself.