EXACTLY who I was going to recommend.
Did anyone else read his "Third Grader" book? I did plus several items on his web site.
Here is his philosophy.
Investing should be simple and his goal is to move you to investing in just three Vanguard Index funds. I believe they are Total Stock Market, Total Bond Market, and Total International Market. It's been a while since I have been to his web site.
He says that the bulk of his time is unwinding all your bad investments in the best way to get to that simple investing plan.
Then his job is done. Until something in your life changes and then you consult with him again.
I put someone with a huge financial planning group. They charge 1% plus. If someone has $1,000,000 invested that way you are paying out $10,000+ a year.
Roth had been charging $350 per hour. Maybe more than that now?
That would buy 30 hours a year from him compared to that 1%. I don't think those who charge the 1% are dedicating 30 hours a year to one account. They like to conduct their quarterly reviews in and out in an hour.
Therefore I would not be held back by Roth's hourly rate. I'm almost certain it would be less in the long run for someone who charges 1% for a sizeable portfolio. What does hold me back from Roth is his age. I think he might be in the neighborhood of 70 years old. There does not seem to be anyone else who works with him so he seems to be a one man show. When he decides to work no longer than you all too soon need to conduct yet another financial planner search.
About 10 years ago I tried to engage who I think is hands down THE best financial planner in the entire world - Michael Kitces. But when I contacted him about ten years to take on someone I was working with he said he was not available and wanted to refer me to someone else in his firm.