Individual Investors - Cost of Financial Advice & Hidden Fees
BIG NEWS UPDATE: Help Me Choose the Cover for My Next Book!
Over the past year, I've been interviewing investors, financial planners, and industry leaders as part of my mission to help consumers make better decisions about financial advice.
I'm excited to share that I'm now working on my next book: FeeSmart for the Individual Investor: How Smart Investors Avoid Overpaying for Financial Advice
The book is being written for investors who value objective financial advice but want to make sure they are receiving good value for the fees they pay.
One of the key ideas behind the book is simple: Most investors are willing to pay for advice. They just don't want to overpay for financial advice.
After working with my designer, I've narrowed the cover down to three finalists, and I'd love your help selecting the winner.
Which cover do you think best captures the FeeSmart message?
🟢 #1 – The Investigator: Shining a light on the true cost of financial advice.
🟤 #2 – The Financial Detective: Uncovering hidden fees, conflicts, and unnecessary costs.
🔵 #3 – The X-Ray Vision Investor: Looking beyond the marketing and seeing what's really happening behind the scenes.
Please vote in the comments: #1, #2, or #3
If you'd like, I'd also appreciate hearing why you made your choice.
🎤 Investor Interview Request: As part of my research, I'm looking to interview individual investors who have thoughts or experiences related to:
• The cost of financial advice
• Hidden fees and expenses
• Advisor value versus advisor cost
• Paying for financial advice versus paying for financial products
• How investors determine whether they are getting their money's worth
If you would be willing to participate in a brief interview - or know someone who might be a good fit - please send me a direct message.
Thank you for helping shape this project. Your feedback will help ensure that my FeeSmart book speaks directly to the concerns and questions that investors face when evaluating the cost and value of financial advice.
Dr Travis G Parry Sara Grillo, CFA Steven Fox, CFP®, EA Allan Slider Pam Krueger Eric Hutchens, CFA®, CFP®, AIF® Saul Baumann, CFP®, AIF® Derek Van Calligan, CFP®, AIF®, CPWA®, Kimberly Hamlin, CFP®, AIF® Katie Balberchak Kathleen McBride, AIFA®, CEFEX Analyst Jonathan Speltz Brock Niederer Ilona Avraamides
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