swap broker advisor for fee based advisor

[Lisa Gooding]

I have a Fidelity advisor and am paying about 1% (still trying to get my exact fee) on $750k of managed money. I'm thinking of managing myself and looking for a fee based advisor who is versed in tax/management. Any recommendations or advice on making this switch?

[Denver McClure]

Hi @Lisa Gooding. I'd recommend speaking with @Jeff Nash if you are looking for an advisor (and CPA) who is well versed in tax planning.