Blog Posts Filed Under hiring-a-financial-advisor

  1. Hiring a Financial Advisor in 2026

    Beth Stringer

    By Beth Stringer

    Earning $250K+ and wondering if your advisor is worth it? This guide reveals why flat fee advisors can save $500K-$1M versus AUM models in our 20-year comparison, which credentials deliver value (CFP+CPA is gold), and the red flags signaling conflicts. Get the questions that help you evaluate advisor quality and fee transparency.