Do I Need a Financial Advisor?

Do you need a financial advisor? Learn what advisors actually do, who benefits most, and when hiring one is worth the cost.

‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

How Much Does a Financial Advisor Cost?

How much does a financial advisor cost? See typical fees, common pricing models, and how much advice really costs over time.

It Isn’t What You Make, It’s What You Keep: How Financial Advisors Maximize After-Tax Investing Returns

From classic strategies like tax-loss harvesting to new tax-advantaged funds, financial advisors are emphasizing ways to boost after-tax returns.

Vessel Advisors Acquires Agency Ascent, Creating a Professional Services Powerhouse in Fractional CFO Services

Vessel Advisors expands national reach and expertise by acquiring Agency Ascent, delivering enhanced fractional CFO ...

What is a financial debt advisor?

Managing debt can feel overwhelming, but a financial debt advisor can help you create a plan, explore your options and ...
Wall Street Journal

Is It Worth Paying a Financial Advisor 1%?

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

Enhance Financial Advisory With Holistic Planning

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

Wise Business Plans Launches Wise Advisory Division to Bridge Strategy, Capital, and Execution

The new Wise Advisory Division expands beyond planning into execution, M&A, fractional CFO services, and AI-driven ...

I’m a Financial Advisor: These Are the Money Mistakes To Avoid in 2026

From rushed decisions to missed planning, a financial expert shares six common money mistakes to avoid in 2026 for a calmer, ...

A financial advisor told him to move $50K out of his 401(k) into a traditional IRA in 2021. Five years later, he's only up $2K

In 2021, a 34-year-old investor followed what sounded like standard advice. He rolled about $50,000 from his 401(k) into a ...

Most Americans Feel Unprepared for Today’s Economy — Unless They Have a Financial Advisor

Many Americans feel unprepared amid inflation and high rates. But those with a financial advisor feel more prepared. Learn ...