Anyone use Personal Capital as an advisor? Any opinions?
No. Much cheaper on the market.
They can't keep any of my accounts synched. Why would I trust them to manage my money?
Decent point. It took forever for them to sync my accounts for the promo stage. Still deciding what I want to do
I used them for about a year. They charge fairly high fees. I would suggest either use Wealthfront or do it yourself.
Tbh mostly interested in the planning side. Would welcome financial planning recs
I use Facet Wealth. 3k flat annual which is cheaper than the percentage folks based on my assets. They also help me identify and setup insurance etc. DM for referral code.
I have not but their service is fantastic for me in terms of tracking my gains and losses and also the planner for big expenses is great. You can put in when you might have a big expense like college or kids or whatever and it helps you track if you are on the right path or if you need to change anything. Occasionally I have synch issues but last week when I signed on I was prompted to switch to some new standard for a couple of my accounts.
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