Follow
Share

I would like to find a professional fiduciary in my area to list as a durable power of attorney for myself and my husband. We have no support system in place other than ourselves. I want to make sure there is a trustworthy professional capable of managing health care and financial decisions for us. I am not exactly sure what a professional fiduciary is or where to find one. I've only just started reading on this topic.

This question has been closed for answers. Ask a New Question.
Find Care & Housing
Look up daily financial planners at aadmm.com This is for bill paying and not investing. Members must take an exam every 2 years. They are similar to what Alvadeer describes
Helpful Answer (0)
Report

Look them up under Certified Licensed Fiduciary on google. Be careful. Check them out; you don't want a financial manager who wants to manage your money and is paid for vehicles he sells you. That's an investment counselor.

When my brother hired one for his ex about 5 years ago the going rate was 90.00 an hour. Once everything was all arranged it was about an hour a month spent doing all management of him, placement, his bills, management of his funds, and etc. This gentleman was managed for over 5 years and his fiduciary did a stellar job for him.

I don't know what they are paid today. I will give you the only info I have about them, which sadly pertains to California. You can certainly call and ask for recommends in your state. Elder Law Attorneys often have a list of them because they work with them in the court system when elders have no family and the state takes guardianship of an elder; they manage the care.

Google may help but
PFAC (professional fiduciary assn of California)
may give you some guidance. 866 886 7322
or WWW.pfac-pro.org.

Good luck.
Helpful Answer (2)
Report
velbowpat Apr 2023
Thank you for this very useful piece of information Alva Deer.
I am adding it to my arsenal.

V.
(0)
Report
Google for "fiduciary reviews in San Antonio". Should give you plenty of options in such a massive city.
Helpful Answer (1)
Report

This question has been closed for answers. Ask a New Question.
Ask a Question
Subscribe to
Our Newsletter