How To Select a Fee-Only Advisor
A free toolkit to help you organize your search and the questions to consider.
Choosing a financial advisor is a personal decision. Our Advisor Selection Tool outlines questions to consider when evaluating a fee-only advisor — including how they're compensated and whether they act as a fiduciary — and gives you a place to keep your notes as you compare your options.
What’s inside?
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Questions to consider- compensation, fiduciary status, and services included.
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A comparison framework for reviewing more than one advisor side by side
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Factors to review as you evaluate your options
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A place to keep your notes organized as you go
Portfolio Management
We have offered discretionary portfolio management since Greenspring was founded, drawing on portfolio managers with decades of experience. For clients who prefer that we handle day-to-day investment decisions, we develop a strategy together and keep you informed of decisions affecting your portfolio.
Tax Advisory
Thoughtful planning is an important part of a broader financial picture. Our team works with clients on a range of tax-related considerations, from retirement account contributions and charitable gifting to real estate, municipal bonds, and business-related deductions.
Financial Planning
Our financial planning services are comprehensive and tailored to your stage in life, goals, and objectives. We work with you to assess priorities — such as education funding, an emergency fund, a second home, and retirement — and develop a plan built around your circumstances.
Greenspring Advisors is a registered investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration with the SEC does not imply a certain level of skill or training. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.