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Personal Finance FAQ: What Are the Types of Financial Planners?

I recently received a question from one of the subscribers to the 52 Week Financial Game Plan that seemed like an excellent topic to share with all of you.

This person asks:

As I read more and more on the topic of financial planning, it seems there are 2 factions. One faction is the adviser that manages/advises mainly on matters concerning investments ( IRA’s, retirement etc.). The other seems to be the nuts and bolts kind of guy……answers questions on insurance, budgets, everyday financial concerns and such.

Can you get both in one, or, at least to get started, with regards to advise, should these two different interests be handled by one adviser or separated ?

Once on the road, what is the function of an adviser? Do you see it as that of a physician, checking in from time to time and providing a check up, getting you back on the straight and narrow when need be, or someone actively reaching out when they sense a concern?

To which I replied:

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Jason Hull is a Fort Worth fee only, hourly financial planner who serves clients in Fort Worth, TX and Dallas, TX as well as serving clients nationwide.

<a href="https://plus.google.com/116275753988749274645/">Connect with Jason on Google+</a>

Hull Financial Planning is a Fort Worth, fee-only hourly financial advisor. The cities we serve in the Dallas-Fort Worth area include: 

Tarrant County: 
Arlington, Azle, Bedford, Benbrook, Blue Mound, Burleson, Colleyville, Crowley, Dalworthington Gardens, Edgecliff Village, Euless, Everman, Flower Mound, Forest Hill, Fort Worth, Grapevine, Grand Prairie, Haltom City, Haslet, Hurst, Keller, Kennedale, Lake Worth, Lakeside, Mansfield, Newark, North Richland Hills, Pantego, Pelican Bay, Rendon, Richland Hills, River Oaks, Saginaw, Sansom Park, Southlake, Trophy Club, Watauga, Westlake, Westover Hills, Westworth Village, and, White Settlement 

Dallas County: 
Addison, Balch Springs, Cedar Hill, Carrollton, Cockrell Hill, Combine, Coppell, Dallas, DeSoto, Duncanville, Farmers Branch, Ferris, Garland, Glenn Heights, Grand Prairie, Grapevine, Highland Park, Hutchins, Irving, Lancaster, Lewisville, Mesquite, Ovilla, Richardson, Rowlett, Sachse, Sand Branch, Seagoville, Sunnyvale, University Park, Wilmer, and, Wylie 

We also serve clients nationwide and can leverage technology to maintain our client contact and communication.


Hull Financial Planning, 2939 Crockett St. #315, Fort Worth TX 76107, (817)476-0584

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Comment   |  6 years, 7 months ago from Fort Worth, TX