Financial Advisor Basics
Learn the basics of what a financial advisor is and how they can help you achieve your goals, including how to find one, what they cost, and the services they offer.
What They Are
Before hiring a financial advisor, you should understand the fundamentals of the profession, including their expertise and the standards they follow.
How Much They Cost
As you look for a prospective financial advisor, be aware that many use differing fee structures, including fee-only, fee-based, and commission. These signal the types of services they offer and their ethical standards.
How to Find One
It’s important to find a high quality financial advisor that meets your individual needs. We break down everything you should know before you hire and meet with a professional.
Financial Advisor Services
Financial advisors offer a wide range of services, including retirement planning, portfolio management, and tax optimization.