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Are Financial Advisors Worth It? Tips You Should Know - Debt.com

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Find out the different types of advisors, typical fees charged, and how to do background checks.

Whether you’re confused about how to handle money, got a cash windfall, or just want to know that you’re on track for a comfortable retirement, a financial advisor can help. But many people are confused about what advisors do and if they’re actually worth it.

While everyone’s situation is different, and not everyone needs a financial advisor, it’s important to understand the services these professionals provide. So, I turned to a fellow podcaster and former advisor for insider tips.

In my interview with Joe Saul-Sehy, creator and co-host of the popular Stacking Benjamins podcast, we discuss key points you should know about working with a financial advisor. As a 15-year industry veteran, Joe’s shares many insightful and somewhat surprising tips.

Here are some of the topics we cover:

  • What a financial advisor actually does for you
  • Different types of advisors and fees they charge
  • Whether you’re a good candidate for working with a financial advisor
  • Key questions to ask a potential financial advisor
  • What the reception area of a financial company tells you about a potential advisor
  • Where to check the background of a financial advisor
  • Online sites to find a great financial advisor

This article was originally published on Quick and Dirty Tips. 

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About the Author

Laura Adams, Quick and Dirty Tips

Laura Adams, Quick and Dirty Tips

Laura Adams is an award-winning author of multiple books, including Money Girl’s Smart Moves to Grow Rich. Her newest title, Debt-Free Blueprint: How to Get Out of Debt and Build a Financial Life You Love, is an Amazon No. 1 New Release.

Published by Debt.com, LLC