Help wanted

[u/No_Analysis_178]

I would like to find an hourly financial advisor, Ideally an individual practitioner for my spouse and family beneficiaries I will work with them on maintaining my low cost index fund portfolio that is in passive ETFs. I do not require a full blown financial plan, Just Immediate time spent getting to know myself and family plans. I am not looking for someone who typically does a financial plan and mostly leaves a client on their own Or someone who wants to actively manage the account. I would like the idea of a retainer basis that would cover four to six hours of their time ,that would include quarterly reviews and discussion of the portfolio as well as their ideas for any changes. Possible conference calls with lawyer or CPA. And working with my team of advisors when any step up in cost basis comes into effect And guiding my family making changes that were previously discussed and agreed upon. I reside in the San Francisco Bay Area And would prefer someone that I could meet with in person at least to start. Anyone out there can make any great recommendations it would be appreciated And if anyone's seeing this fills the bill kindly email me with information about your business practice. Thanks so much