Amar Shah, is a friend of mine from back in our USAA days. He just started his own firm Client First Capital and you can find him at www.clientfirstcap.com.
What I love about Amar's approach is that he is truly focused on the entirety of Wealth Management for his clients. And even better you see how much he actually charges on the front page of his website!!! YAY!
None of this where you need to go the SEC IAPD's website and look up the ADV part 2. It pains me to even type that sentence. You know what you're getting with Amar.
Is it worth the fee? Only YOU can decide that. But Amar is the wave of the future, at least I hope, for financial planning. Where he is saying I'm only going to take a select few clients, charge them a reasonable fee, and work with them essentially forever.
I LOVE this approach to financial planning. It is this new wave of planning that will save our industry because the way it's going now isn't solvent. Too many people chasing too few clients. The way to change is to open up the number of clients who actually value the service. And the way to do that is with TRUE FINANCIAL PLANNING! Not just asset management.
