How To Choose The Best Financial Advisor?

Searching for a Financial Advisor is a high friction endeavor.

First you’ll need to decipher between titles… What’s a Financial Advisor? What’s a Wealth Manager? A Stockbroker…

Next up is figuring out how Financial Advisors are paid… Do they make commissions? Do they charge based on assets? What about a retainer fee? (You can read my article on this subject here).

Then there are Financial Advisor licenses and designations! Series 7, series 63, CHFC, CPA, CFP®…

It’s enough to make your head explode.

Luckily I have an explainer article about each of those frequently asked questions :)

But right now, we are here to talk about how to choose between a small, local financial advisor firm or a large national financial advisor firm.

And the decision really comes down to evaluating the pro’s and con’s of each