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The CFP® certification is widely recognized in financial planning. CFP® professionals have met rigorous education requirements, passed a comprehensive 6-hour examination covering all aspects of wealth management, and committed to ongoing continuing education and strict ethical standards.
A CFP® is trained to look at your entire financial picture—not just investments. They integrate tax planning, insurance, estate planning, and retirement goals into a cohesive strategy. They are also required to act as fiduciaries when providing financial advice.
Verification: You can verify a professional's CFP® status and check for any disciplinary history at the CFP Board website: cfp.net/verify.
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A CFP® has undergone rigorous training and testing to demonstrate expertise in their field. Hiring a CFP® ensures you are working with a committed professional who adheres to high ethical standards.
You can verify a CFP® status on the issuing organization's official website. AdvisorList also vets credentials to ensure the professionals on our platform are accurately represented.
For many clients, the expertise of a CFP® pays for itself through tax savings, better investment returns, and avoidance of costly financial mistakes.
Look for an advisor who is a fiduciary, meaning they are legally required to act in your best interest. Consider their fee structure (fee-only is often preferred), credentials (like CFP®), and experience with clients in your specific financial situation.
These terms are often used interchangeably, but 'Financial Planner' often implies a focus on comprehensive long-term planning (retirement, estate, tax), whereas 'Financial Advisor' may focus more on investment management. Look for the CFP® designation for rigorous planning expertise.
Costs vary. Fee-only advisors typically charge a percentage of assets under management (often ~1%), an hourly rate ($200-$400/hr), or a flat annual fee. Always ask for a clear explanation of all fees in writing.
Finding the right financial advisor is crucial for achieving your financial goals. Browse 17 qualified advisors and find the perfect match for your financial planning needs.