Starting your financial advisor search by looking for a fee-only CFP professional is a great way to filter out a lot of people who may not be as experienced or independent as you’d like.

Finding a local financial advisor doesn’t have to be difficult, but the time and attention to detail you put into your search could potentially make or break your family’s financial security.

These are indeed important aspects, but your search should go beyond that if ... and a good place to start is finding a Certified Financial Planner® (CFP). Having this designation requires ...

However, the process of finding and choosing an independent financial advisor requires a lot of the same legwork as finding an advisor at a corporate firm. Before you start your search ...

Financial advisors help people manage their money through investing, retirement planning, estate planning, having children, and more depending on the advisor's qualifications, experience ...

Gain information about the basics of financial planning, including how to conduct an annual financial checkup, what a fee-only advisor does, and more. RSUs are taxed as ordinary income at ...

A financial advisor's expertise and estate planning tools can help you create an estate plan that will meet all of your goals. Here are some points to consider as you begin your search ...

Ask an Advisor: 'I Want Truly Independent Advice.' How Can I Find a CFP Who's Not Associated With a Brokerage? How can I find a certified financial planner (CFP) who is not associated with a ...