When most people think about hiring a financial advisor, they picture one of two things: Someone charging a percentage of their assets (the classic AUM model), or A flat-fee planner who charges thousands each year, whether you use them much or not. But here’s what very few people know: there’s a third option that’s transparent, […]
Hourly Financial Advisors: The Best Kept Secret in Wealth Management Read More »
DIY investing is booming. With easy access to online brokerages, index funds, and endless financial podcasts and YouTube channels, more people than ever are managing their own money. And honestly? That’s fantastic. Managing your own investments can save you money, give you control, and help you feel more connected to your financial future. But here’s
Why DIY Investors Still Need a Financial Advisor | The Hourly Advisor Read More »
You wouldn’t keep paying a personal trainer who never shows up, right?So why are so many people writing six-figure checks to advisors who aren’t delivering? Here’s the uncomfortable truth: the traditional financial advice industry runs on inertia. Clients stay because they don’t know better, and advisors cash in on that ignorance. But if you’ve ever
11 Reasons to Fire Your Financial Advisor (and What to Do Instead) Read More »
If you’ve got a $5 million portfolio, congratulations—you’re officially the financial advisor industry’s dream client. You’re basically the filet mignon on the menu. And guess what? Most advisors are salivating over you, not because they want to help you, but because your account means endless recurring fees. So let’s break down the three main advisor
Fee-Only vs. AUM vs. Commission: Which Advisor Model Saves You More? Read More »
Top Mistakes to Avoid When Choosing a Financial Planner Choosing a financial planner is a bit like choosing a heart surgeon — except instead of saving your life, they’re in charge of your financial future. Get it wrong, and you might not flatline, but your retirement dreams sure could. Unfortunately, the financial advice industry is
Top Mistakes to Avoid When Choosing a Financial Planner Read More »
Whenever I ask someone if they work with a financial advisor, the response is often, ‘Oh, I don’t have enough money for that’. That line gets thrown around a lot, and honestly, it couldn’t be more wrong. The truth is, you don’t need a lot of money to benefit from financial planning. In fact, financial
Think Financial Planning is Only for the Rich? Think Again! Read More »
Introduction: With so many advice models available today, it’s clear the landscape of financial planning is rapidly changing. But, there’s common misconception I’d like to discuss. Are flat fee advisors really the more affordable option? I mean, it sounds simple enough, right? You pay one set amount and get access to your advisor throughout the
Flat Fee vs. Hourly Financial Advisors: Which is Right for You? Read More »
When it comes to managing your hard-earned money, your financial advisor should be your trusted partner—someone who truly understands your goals, listens to your needs, and helps guide you through life’s financial ups and downs. But what happens when that trust starts to wane? If you’re feeling like your advisor isn’t delivering the value you
Is It Time to Fire Your Financial Advisor? Here Are 10 Reasons Why It Might Be Read More »
