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Find the Means
to Break Away at
Career Change Corner!
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| February
19, 2003 – Wall Street Journal's Jonathan Clements
on Choosing Hourly, Fee-Only Financial Planning |
| Wall
Street Journal, February 19, 2003 – Bryan Totri,
CFP®, Principal of WellSpring Planning in Roswell,
GA, and Rich Chambers, CFP®, Principal of Investors
Capital Management in Menlo Park, CA, were profiled in
Jonathan Clement’s “Get Going” column.
In “Finding
the Right Advisor For Your Little Nest Egg,”
Mr. Clements said consumers should look for an advisor
who does not charge commissions (a.k.a., a "fee-only"
planner). In addition, if you do not want to turn over
your assets for management (for an annual fee), he suggests
you engage the services of an hourly, fee-only planner
like Mr. Chambers or Mr. Totri. The article provides the
Web site address for The Garrett Planning Network. Mr.
Chambers and Mr. Totri are members of The
Garrett Planning Network, Inc. |
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