fire financial advisor for 529 college savings

Is your financial advisor worth $10,000 ?

We had to fire our financial advisor. He was a nice guy and meant well I’m sure but he had to go. It started off great with a free financial plan and help rolling over old 401k plans. He even set up an IRA and a 529 College Savings Plan which, at the time, seemed like something a professional should do. We just didn’t know what we didn’t know. Once we realized exactly how much he would cost us in the end we decided to fire our financial advisor.

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