ReggieB9mm
NES Member
Always pay a fee, never a percentage.A nice thing about CPAs is you can pay them hourly for advice particular to your situation, without them hooking into your assets. With financial planners its "That advise will cost you $5000 per year if you have $1M invested, but if you have $2M you'll pay me $10,000 for the exact same amount of time and effort".
My mother's best words of wisdom are "the greatest gift you can give your children is to not become a burden to them".