"Steven H. Van Wie, a fee-only financial planner in Jacksonville Beach, Fla., has struggled to find affordable plans he feels comfortable recommending to his small-business clients. He is intrigued by some of the new offerings, though he wishes the companies more prominently disclosed the details of their portfolios. Finding out that Honest Dollar and ForUsAll use Vanguard funds (Ubiquity’s mix includes Vanguard along with Schwab and Barclays) requires digging deep into the fine print of their sites.
“I would use that as a selling point,” Mr. Van Wie said. “A plan is only as good as the investment choices it offers.”See the Article Here