It is not clear to me why the OP is looking for a financial planner, but most of the responses seem to focus on where to buy mutual funds, not the services of a CFP. I would see the CFP as helping to clarify goals and the legal documents needed to get there. Portfolio management is a different question. My suggestion is to actually interview people just like you would for any other hiring process. Don't be afraid to negotiate fees. Banks, CFP's etc. can all be flexible on fees and services.
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