I currently have all of our ROTH IRAs and daughter's college fund with Edward Jones. I am thinking of going with a Certified Financial Planner. I don't know if I can afford their fees since I don't know what they are. Has anyone done this and been happy?
Whatever you choose, make sure you read the fine print very well. All companies have fees and sometimes there are penalty fees for moving things around.
Just find out exactly what fees are involved.
We have some things with Ed Jones and the other we do own our own. My hubby is a numbers man, financial analyst by nature and very capable of making the decisions.
Just get it in writing and be very aware of what you are doing.