• Question
  • Choosing financial planner

    Asked by someone from Alexandria, VA on 12/19/2018

    I am choosing among these top financial planners bob glass
    Of financial engines, Nicholas Harris of Cassaday of Mclean va
    Or Charlie Jewett of San Diego CA. Who would you choose
    To invest a million for retirement and why do you prefer them
    Thanks very much.

  • Categories: Financial Advisors, Retirement Planning


  • Steve 


    San Francisco, CA

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  • Hi,

    I'm not familiar with any of them so can't offer an opinion.

    For what it's worth - there are an increasing number of fee only and hourly financial planners available.

    Here's an overview of the kind of planners out there: https://www.newretirement.com/retirement/types-of-financial-advisors-your-guide-to-finding-the-best-financial-advice/

    If you want to have a CFP do a flat fee collaborative review of your plan you can find that here: https://www.newretirement.com/pricing

  • Login to rate this answer:   Answered on 5/13/2019
**All above answers are provided as general information only. No warranty is made regarding the fitness or accuracy of the information provided in this answer. You should seek advice from a licensed CPA, attorney or CERTIFIED FINANCIAL PLANNER™ as to your unique financial situation.