Find An Advisor In Your Area

We’d love for everyone to have an advisor who does planning that is in your best interest and adheres to a strict fiduciary standard. We recommend that you find an advisor* who is:

1. A Certified Financial Planner™ (CFP®) and
2. A Fee-Only Advisor who never sells commission-based products.

You’ll need to do your due diligence to understand their education, years of experience, background, investment philosophy, how they are paid, and their compliance oversight.

Are We A Good Fit?

The advisors on this site are Certified Financial Planners™. You will find both fee-only and commission-based advisors. www.letsmakeaplan.org

Vanguard

Vanguard has four service offerings with varying fees. Some of the services may include help from a CFP® www.investor.vanguard.com/advice/compare-investment-advice

XY Planning Network

Find fee-for-service, independent advisors. The advisors on this site may or may not be a CFP®. www.connect.xyplanningnetwork.com/
find-an-advisor

Please keep coming back to us to enhance your education.

We wish you all the best with your planning!

* We neither recommend nor endorse other advisors or services. These websites are for your education and convenience only. You may also do a Broker check at: https://brokercheck.finra.org/ Advisory services are offered through Barbara J Norman LLC dba Sage Path Solutions, a Registered Investment Advisor in the states of California and Texas.

Find An Advisor In Your Area

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