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To avoid unnecessary fees, start by asking your adviser how they’re paid. “That answer will give you clues about where to look for costs. Ask about transaction fees, account fees and what the all-in ...

Question: I am interested in retaining the services of a financial advisor to take a holistic view of my finances. I am not interested in anyone managing my investments. What type of advisor should I ...

On this episode of The Long View, founder and lead financial planner of Vantage Pointe Planning, Feraud Calixte, sits down to talk financial planning, education, and how to separate your net worth ...

Explore various fee structures associated with hiring a financial advisor in 2025 Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

To find a "good" financial advisor, interview as you would for any hire and assess them on competency, honesty/ethics, ...

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

Dock David Treece is a former licensed investment advisor and member of the FINRA Small Firm Advisory Board. His focus is on breaking down complex financial topics so readers can make informed ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.