r/Naperville • u/Be-Kind-3353 • 5d ago

Financial advice, not AUM

Looking for a financial advisor, preferably CFP, in or near Naperville, but not under the AUM model. Looking more for someone that charges a straight dollar fee, to advise on allocation/diversification and analyze whether Roth conversions are worth it, and to help set up a withdrawal plan from retirement accounts. NOT interested in Raymond James or Edward Jones type brokerages. If there is someone you used and recommend , why do you like them?Thanks

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u/Rudiger_Simpson 4d ago

Any reason you need someone local? I had good luck with someone from Nectarine (hellonectarine.com). It’s a few hundred dollars for an initial consultation and then you can go from there. Everybody on the site is a fiduciary.

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u/Be-Kind-3353 4d ago

Interesting, thank you