Q: My Mother is 93 and is in an assisted living facility in Johns Creek. I am her POA and I am thinking of moving her accounts from a broker in Texas. Her accounts total about 2 million. I would like to go fee only and would like to talk to several local advisors about this.
A: We suggest that you interview multiple advisors, so we think you are on the right track.
Go to www.napfa.org and click “Find an Advisor” at the top left of the homepage. You can put in your address and it will list fee-only advisors that are near you within your specified range. NAPFA has a due diligence process for confirming advisors in their network as fee-only.
We would be happy to meet with you as well as we are NAPFA-verified advisors and we offer free one-hour consultations.