Looking for a real estate savvy registered investment advisor (RIA)

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Looking for a real estate savvy registered investment advisor (RIA)

Brian Cook
Investor · Golden, CO · Member since 2015 · 3 posts · 8 votes

Hi all, my wife and I own 4 STRs in Colorado and are looking for a real estate-savvy RIA. I would love for this person to be able to counsel us on our entire portfolio (retirement, mutual funds, AND real estate), LLCs, do our taxes, and offer RE professional tips. That being said, Fidelity already manages our mutual funds and retirement accounts so we don't need fund-specific management, just general oversight and portfolio-balancing advice based on the risks and amounts of those accounts. I know those are a lot of details, but I'd greatly appreciate recommendations for RIAs with whom you've personally had good experiences with! Thanks in advance, Brian

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Dillon KennistonBusiness Member
Financial Advisor · Sinking Spring, PA · Member since 2016 · 28 posts · 22 votes
10mo

Hey Brian! Thanks for reaching out.

Totally get it. Finding a RE-friendly financial advisor can be tricky. But BiggerPockets has a solid tool for putting investors in touch with real estate-friendly advisors, including fiduciary, fee-only CFP® Professionals.

Here's the link: https://www.biggerpockets.com/business/finder/finance-pros

If you have any follow-up questions, happy to touch base separately. Cheers, and best wishes in your search!

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  • Dillon KennistonBusiness Member
    Financial Advisor · Sinking Spring, PA · Member since 2016 · 28 posts · 22 votes
    10mo

    Hey Brian! Thanks for reaching out.

    Totally get it. Finding a RE-friendly financial advisor can be tricky. But BiggerPockets has a solid tool for putting investors in touch with real estate-friendly advisors, including fiduciary, fee-only CFP® Professionals.

    Here's the link: https://www.biggerpockets.com/business/finder/finance-pros

    If you have any follow-up questions, happy to touch base separately. Cheers, and best wishes in your search!

    1Reply
  • Josh St LaurentBusiness Member
    Financial Advisor · Stateline, NV · Member since 2023 · 131 posts · 122 votes
    10mo

    @Brian Cook all things we help with. I spent 10 years at Fidelity as a senior advisor so I'm familiar with their platform. Happy to help if it's a good fit!

    [email protected]415-915-5948
    Wealth In Yourself57 Reviews
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  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 978 votes
    10mo

    @Brian Cook

    Reach out to a few of the financial planners here on BP and see who you connect with.

    I am a fiduciary and fee-only. Happy to answer any questions. 

    Good luck. 

    404-482-3170
    Hampton Tax and Financial Services LLC4.7106 Reviews
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  • Don KonipolBusiness Member
    Investor · The Woodlands TX / Avon, CT · Member since 2009 · 6k+ posts · 10k+ votes
    10mo
    Quote from @Brian Cook:

    Hi all, my wife and I own 4 STRs in Colorado and are looking for a real estate-savvy RIA. I would love for this person to be able to counsel us on our entire portfolio (retirement, mutual funds, AND real estate), LLCs, do our taxes, and offer RE professional tips. That being said, Fidelity already manages our mutual funds and retirement accounts so we don't need fund-specific management, just general oversight and portfolio-balancing advice based on the risks and amounts of those accounts. I know those are a lot of details, but I'd greatly appreciate recommendations for RIAs with whom you've personally had good experiences with! Thanks in advance, Brian

    That’s going to be somewhat difficult, but not impossible.
    Wealth manager, financial advisor, investment manager, etc training is different than real estate investing.  Real estate is only touched upon as a part of “alternative” assets in the financial advisor field, and alternative assets are only a small part of the investment curriculum.  

    When somebody wants personal real estate portfolio advise I recommend someone with the CRE (Counselor of Real Estate) designation 
    Private Mortgage Financing Partners, LLC
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