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New check

Comparison

Let's Make a Plan (CFP Board directory) vs FINRA BrokerCheck

Pick Let's Make a Plan (CFP Board directory) when

  • First-time financial planning seekers
  • Consumers wanting CFP®-credentialed planners
  • Comparing how planners charge
  • Holistic-plan shoppers

When Let's Make a Plan (CFP Board directory) is not a fit

  • DIY investors who refuse AUM fees . seek flat-fee-only planners
  • Anyone assuming listings are screened for disciplinary history
  • People expecting the site itself to give advice or negotiate
  • One-hour-question shoppers . vet hourly advisors elsewhere first

Sources

  1. Let's Make a Plan homepageletsmakeaplan.org
    official
  2. Find a CFP® Professionalletsmakeaplan.org
    official
  3. How to Pay a Financial Advisorletsmakeaplan.org
    official
  4. CFP Boardcfp.net
    official
  5. CFP Board study on client financial well-beingcfp.net
    official
  6. WSJ: Go-to planner website often omits red flagswsj.com
    news
  7. How Much Do Fee-Only Financial Planners Charge?moderawealth.com
    review
  8. Strategies for Structuring Financial Planning Fees1847financial.com
    review
  9. Reddit: Is hiring a financial planner ever worth it?reddit.com
    review
  10. Reddit: Flat fee only financial advisorsreddit.com
    review
  11. letsmakeaplan.orgletsmakeaplan.org
    review