What to Know Before Hiring a Financial Advisor

from BiggerPockets Money Podcast · host BiggerPockets

How do you choose the right financial advisor? Mindy Jensen and Scott Trench explain what to look for when hiring a financial planner, including AUM vs. flat-fee vs. hourly compensation, CFP credentials, fiduciary status, advisor qualifications, questions to ask, and how to prepare for your first meeting. If you’re considering working with a financial advisor, […]

Episode metadata supplied by the publisher feed · Published Aug 18, 2026

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What to Know Before Hiring a Financial Advisor

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