What is a Financial
Advisor?

Your Guide to Assessing Use of a Financial Advisor for Retirement

FIND A FINANCIAL PLANNER NEAR ME

Get matched to the
financial advice
you need.

FREE Consultation

QUIZ: Is Using a Financial Advisor Right for You?

What is a Financial Advisor? Here are the basics...

You may believe that financial advisors are only used by the super-rich for investment planning. However, more and more Americans have invested their savings in stocks, bonds, CDs, mutual funds, index funds, and other complex financial instruments and may need help staying on top of their investments. Furthermore, retirement financial planning can be more complicated than ever before.

Financial Advisor Definition: What is a Financial Advisor?

There are many different types of financial advisors – Certified financial planners (CFP), retirement income advisors (RICP), registered financial planner (RFP) and hundreds more. They are all supposed to help you make better financial decisions. Learn more about different kinds of financial advisors.

What are the benefits of using a financial advisor?

Using a financial advisor is scientifically proven to make you feel more confident and less stressed about your finances. Retirement planning is not something you can afford to get wrong. Read more about qualifications...

Financial Advisor Fees: How Much Will You Pay?

How much you pay will depend on how much money you have and how many different services you need. It will also vary by whether the advisor is being paid commissions or if you are paying their fees out of your own pocket. Read more about financial advisor fees.

What is a Fiduciary?

The term fiduciary derives from the Latin fiducia, meaning “trust”. It means that a person acting as a fiduciary for you has a legal or moral obligation to put your needs and interests before any needs or interests of themselves. It is a good idea to only work with a financial advisor in a fiduciary relationship. Read more...