Questions to Ask a Financial Advisor

Choosing a financial advisor is more than picking someone to manage investments. It’s choosing a long-term relationship that will impact your goals, retirement, family, and future.In this episode of The About Podcast, hosts Roy Hucke and Jeremy Scott walk through the most important questions you should ask before hiring a financial planner.If you’ve never worked with an advisor before, or you’re considering switching, this conversation will help you understand what really matters.You’ll learn:Why asking why they became an advisor mattersWhat credentials like CFP®, CFA, or CEPA actually meanThe difference between fiduciary and best interest standardsHow advisors are compensated (fee-only vs. commission)What it means to be SEC-registered or part of a broker-dealerHow team-based advisory firms workWhat specialties to look for based on your situationRoy also shares his own journey from high school math teacher to Certified Financial Planner™, and why he focuses on planning, education, business owners, and clients navigating major life transitions.Whether you're financially experienced or just getting started, this episode will help you ask better questions — so you can make confident decisions about who guides your financial future.🎙️ Have a question you'd like covered on a future episode? Let us know in the comments.© 2021-2026 Credentialed Wealth Advisors, LLC. All rights reserved. Credentialed Wealth Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. | Privacy | Form CRS Hosted on Acast. See acast.com/privacy for more information.