Request for FI-literate Financial Advisor

[MexicanFI]

Mustacians,
I am so excited to move from a straight lurker on MMM to an actual poster.  Was able to sell my business and have reached FI status but need immediate help to allocate funds.  I have consumed so much FI information through MMM and other outlets so I am well versed in the community's general investment strategies.  Yet, I would feel much more comfortable speaking with an advisor given some specific wrinkles in our situation.

Any recommendations for low fee advisors would be extremely helpful.  (I was not able to find any such recommendations scouring through the Forum)

I am so fortunate to have stumbled upon to this community as it has LITERALLY changed the course of my family's life in profound ways (as I'm sure it has yours as well).  I am a bit older than the typical FI'er but ahead of schedule nonetheless.  Will likely post a case study in the near future.

Thanks y'all.

[Rob_bob]

You can search here to find a local fiduciary advisor.

https://www.napfa.org/find-an-advisor#tab=filters

[boarder42]

Most fiduciaries will charge you 1%.  You need to learn this yourself. Take a few months and read up you built a business none of this is that difficult. Ask specific questions here.

Finding a fee only advisor who gets early retirement is going to be extremely hard.

[robartsd]

The key word fiduciary means they are legally obligated to act in your best interest. They can still make reasonable choices in managing your money that don't pan out, but if they can't defend a decision that caused a loss to you they can be held liable for your loss. The other key word you're looking for is fee-only; meaning that you pay a fee for service rather than paying a percentage of assets under management.

[boarder42]

The key word fiduciary means they are legally obligated to act in your best interest. They can still make reasonable choices in managing your money that don't pan out, but if they can't defend a decision that caused a loss to you they can be held liable for your loss. The other key word you're looking for is fee-only; meaning that you pay a fee for service rather than paying a percentage of assets under management.

But let's be serious what are the odds you can find a fee only fiduciary financial advisor that even knows what a Roth ladder is

[robartsd]

The key word fiduciary means they are legally obligated to act in your best interest. They can still make reasonable choices in managing your money that don't pan out, but if they can't defend a decision that caused a loss to you they can be held liable for your loss. The other key word you're looking for is fee-only; meaning that you pay a fee for service rather than paying a percentage of assets under management.

But let's be serious what are the odds you can find a fee only fiduciary financial advisor that even knows what a Roth ladder is

Using Rob_bob's link I find a few in my area that claim to have hourly fee structures. Of course they also come up when I click AUM, so who knows. If I contacted one found by searching for an hourly fee structure and they refused to serve under that fee structure, but wanted to use an AUM structure instead, I'd refuse to give them my business and complain about them to NAPFA.