No. According to the CFP® Board, “Anyone can use the title ‘financial planner.’ Only those who have fulfilled the certification and renewal requirements of CFP® Board can display the CFP® certification trademarks which represent a high level of competency, ethics, and professionalism. And because they are held to a fiduciary standard of care, a CFP® professional is required to act in your best interest.”
For more information visit: http://www.cfp.net/about-cfp-board/cfp-certification-the-standard-of-excellence/the-four-e’s
Most financial advisors are compensated by one of three methods:
At RMT Wealth Management we are primarily compensated on a fee basis.
Ultimately, you’re responsible for maintaining control of your finances. And knowing what to expect from a financial planning relationship puts you in the driver’s seat. To get the most out of your experience with a financial advisor, it’s important to understand that you can expect and learn about the duties of a financial advisor.
Seven Traits to Look for in a Financial Advisor
We like to meet with our clients at least once per year.
To get started, please bring your last filed tax return, insurance policies, and your investment statements.
However, we recognize that your financial goals and needs may be unique. So if you have any questions, please contact us for a more detailed list of requirements.
* From “Working With A Financial Planner: What To Expect,” Copyright 2013, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.