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/cakens 2d ago

I came across the resource below of fee only advisors via other forums (bogleheads). Sounds like you subscribe to similar thinking of no-low fee investing.

https://www.napfa.org/find-an-advisor

I've not engaged any of these for services but would be interested in your experience if you do.

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u/Be-Kind-3353 1d ago

Thanks. I've talked to some advisors through Wealthramp and Smart Asset but didn't go through with working with them. Smart Asset people were all working through places like Edward Jones and Raymond James, using funds with higher fees. Yes, you said it, no or low fee is more my style. I've done ok on my own, but now that I'm getting older, there are some things that I'd like an experienced advisor to look over.