Fiduciary Financial Advisors For Trustees

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Meet With An

Independent Financial Advisor For Trustees


Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor For Trustees


$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can a Financial Advisor Help Trustees?


Personal financial advisors are financial professionals that can help you secure, multiply, and diversify your wealth. They have a deep insight into the market and are master strategists that can help you create a solid plan, with realistic steps, that will lead you to a financially successful future. Their ultimate aim is to help you reach your financial goals.

Financial advisors can help with any or all of the following, including but not limited to:

  • Retirement planning
  • Tax planning
  • Estate planningLife transition planning
  • Investment management
  • Asset management
  • Debt management
  • Charitable donations
  • Evaluating financial decisions
  • Helping with administrative financial tasks

Questions Trustees Should Ask Their Financial Advisor


Are you a fiduciary?

Fiduciaries are a specific class of financial professionals that have a specifically regulated ethical and professional responsibility to their clients. You should only ever trust your money to a fiduciary.

How can I contact you with questions or concerns?

Make sure that your advisor can provide you with at least one means of communication through which they are responsive. You never want to be left feeling stranded by the person who has your money.

How often will you send me updates about my portfolio?

Your advisor should be keeping you in the loop about regular changes to your portfolio. Most choose to do this through an email sent out once a month or so, and through annual or semi-annual in-person meetings.

Find A Fee-Only Financial Advisor For Trustees

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Top Financial Advisors Serving Trustees

Financial advisors are money management experts that can help you get your finances on track. They have a wide range of skills in a variety of financial areas and can provide advice, planning, and management that will lead you to a more prosperous future.

For trustees, a financial advisor can help you evaluate and make prudent financial decisions regarding your trust. They can assist with taxes and IRS interaction, offer advice about legal procedure, and more. There are some rules about who can be a trustee, who can be an executor, and so on, so make sure that you are aware of your options before hiring an advisor.

Besides trustees, our advisors are also qualified to help the following:

  • Executors
  • Financial lawyers
  • Those creating a trust, will, or other legally binding financial document

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors For Trustees

Many financial advisors, especially nontraditional advisors, can accommodate a flat rate or hourly fee structure. Most traditional advisors charge a percentage fee based on your total assets under management.
Financial advisors can help you reach your financial goals through advice, planning, and direct management. They can also help you organize or manage a trust.
A financial advisor can be an invaluable resource for managing and optimizing your finances. They have an insight into the market and a fiscal know-how that makes them ideally equipped to help you have a financially successful future.
Eventually, your returns should exceed the cost of your advisor’s fees, and so they may simply withhold their salary from your returns. At first, they may ask you to pay directly, such as through check or money transfer.