facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Find The Right Fit (Draft)

Based on your answers, it looks like we are probably not a fit.

Here are some great resources for finding a planner:

Fee Only Planner Networks

  • XYPN
  • NAPFA
  • ACP

Fee Only Network

  • Flat Fee Firms
  • Andy Panko’s List
  • Flat Fee Advisors

Pieces I’ve Written on How to Find a Planner

  • CAM PDF GUIDE
  • Chapter X of BTB

If the above prove insufficient, email me at [email protected] with your specific

concern or question about finding the right planner and I will try to help!

1 / 2

125%