TroutMD wrote:I feel a little cheated; I did the same about 6 weeks ago and all I got was a 'Thank You Card' in the mail. I had no offers of talking to a 'CFP'. Did this come by email or snail mail? There is a chance I overlooked it... Although, I am not certain they would have much to add.
TroutMD, did you ask for this? I asked Vanguard for a CFP consultation as a part of moving well less than $500k to them and they were happy to allow this.
I know they do have general policies to charge for financial planning post-account open, and it's not cost-effective for them to do this for all investors, so I don't know if you'll have the same result. But if this is something you're interested in, I'd suggest you give them a call.
(Incidentally, nobody sent me a thank you card, so maybe it was either-or