Episode 43
Working with a financial "advisor" - Can you just pay for hourly advice?
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This three-part series discusses what you need to understand when you engage with a financial advisor and the options you have for paying for their "advice."
A reporter recently asked why he can't pay an hourly fee for a good financial advisor to tell him what to do. In this episode, we discuss if this type of arrangement exists and why financial firms are not set up to work with you in this capacity.
We reference Broker/Finra check - you can look up your financial advisor at https://brokercheck.finra.org/
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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com
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About Your Co-Hosts:
Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.
