Howdy. Does anyone know a TRUE fee only advisor in the Dallas area?
I thought I found one. They advertised “Fee-Only, Fiduciary”.
I assumed non AUM.
But after looking at the website he’s associated with it says:
“We are fee-only advisors, which means we do not receive compensation from selling products to our clients. Our fees are determined by the assets under management for each account and are billed quarterly for the previous quarter. If the account balance decreases, our fee also decreases, as it is based on a percentage. If the account balance increases, our fee will rise as well”
FYI - I’m 60 and just want a pro to double check that my wife and I have the right pieces in place to retire later this year.
Bogleheads rule!
Cheers.