Fact Finder High Performance Advisor Pacific Advisors
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People also ask
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How to check if a financial advisor is legit?
The SEC's website, adviserinfo.sec.gov is the best bet. It's not as in-depth as you'd probably like, but any registered investment adviser should be listed there and you can check on any ``disclosures'' to see if they've ever gotten into serious issues or trouble.
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Who is the CEO of Pacific Advisors?
Kelly Kidwell is the Chief Executive Officer of Pacific Advisors, a West Coast-based financial services firm that specializes in advanced estate, business, charitable, and philanthropic planning.
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What is a red flag for a financial advisor?
Look for financial planners who are fiduciaries, which means they have a legal duty to look out for your best interests. “If a 'financial planner' offers the same advice or products without tailoring their recommendations to your individual goals, that's a red flag,” says Lawrence.
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What is the true cost of a financial advisor?
Financial advisor fees Fee typeTypical cost Flat annual fee (retainer) $2,000 to $7,500. Hourly fee $200 to $400. Per-plan fee $1,000 to $3,000. Commission 3% to 6% of investment transaction amount.1 more row • Nov 4, 2024
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Who is Pacific Advisors?
Pacific Advisors is a financial planning firm with over 45,000 clients, most of whom are business owners and professionals. We help people and businesses strategize to keep more of what they earn so they can achieve the life style after retirement that they enjoyed before retirement.
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Who are the biggest advisors?
2024 Financial Advisor 100 List 2024 RANKFIRMTOTAL AUM 1 Heritage Investment Group $1.7B 2 Parsons Capital Management $1.8B 3 The Burney Company $3B 4 Dana Investment Advisors $8.2B30 more rows • Oct 2, 2024
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How do I know I can trust a financial advisor?
If a financial adviser comes via a recommendation from a family member or trusted business relationship and that adviser has an audited track record of at least meeting, if not beating the market then you can trust him/her.
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How do I know if my financial advisor is legitimate?
You can also check their background using FINRA's BrokerCheck, or the SEC's Investment Adviser Public Disclosure (IAPD). I highly recommend doing this with anyone you're considering. These disclosures will show past history of customer complaints, adverse rulings, disciplinary action, etc.
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