Disappointed in this service
Disappointed in this service. I was very specific or detailed in my request to WiserAdvisor.com and the matching service was subpar IMHO. 2 out of 3 advisors they referred me to were not specific advisors - the resulting match was what I deem to be a cursory search catch all funnel to two companies: Vanguard’s and Fisher Investments’ referral service that didn’t meet my criteria. The 1 advisor referred that met my initial criteria didn’t have a proper access to a secure site for uploading personal documents, and after some communication with CFP I realized he was not a great fit (limited scope of his services). I didn’t feel comfortable moving forward even with a free consultation to get to know what I might receive from this CFP. I had to prod and ask about a secure portal (really?) and a list of documents needed (really?) and for something in writing to help me understand what to expect (really?) and going to receive in a FP for my $$. CFP then graciously forwarded a 2-3 page boilerplate contract so I could read and try to decipher what I would get for couple of thousand dollars. CFP responses were not thorough enough to give me confidence to move forward, so I had to move on and continue my searching journey. I will say the CFP was sufficiently pleasant, courteous, friendly, and upfront about the fixed fee for a FP.