Getting Help Without Getting Taken

Financial Planners: Some On-Line Resources

Posted on Tuesday, June 21, 2011

National Association of Personal Financial Advisors (

American Institute of CPAs

Financial Planning Association

BrokerCheck - - Financial Industry’s Regulatory Agency

SEC-regulated firms – click on “Investment Adviser Search” to see “Form ADV” – Certified Financial Planner Board of Standards Inc. – Financial Planning Association

A National Association of Fee Only Advisors (NAPFA)

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