[greglepore]

Second the recco to just buy good funds from Vanguard, and diversify. If you have enough cash that it "matters" they give you a personal adviser, but its kinda pointless. My big accounts are managed and they charge around 1% annually, but they balance and do the tax filings. But you don't really need that. A CFP very rarely will beat the overall market, and only the best care about something other than their commissions. The only way to find a good one is thru a referral from someone who doesn't suffer from confirmation bias.