Do You Need a Financial Advisor? How to Choose One

Managing money can be complex. Sometimes, professional guidance is worth the cost.

Fee-Only vs. Commission-Based

Seek out fee-only advisors who charge a flat rate for their time rather than earning a commission on the products they sell you.

Fiduciary Duty

Ensure your advisor has a fiduciary duty to act in your best interest at all times.

Complexity Matters

If you have simple finances, you might do well with some self-education. If you have complex tax or estate issues, an advisor is often a smart move.