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October 12, 2023

How to Choose a Financial Advisor

Knowing how to choose the right advisor is a difficult topic to unpack. In this guide, we go deep.

Colorful illustration of a blue form with yellow lines, accompanied by a purple pen, set against a vibrant pink background. This image represents the process of filling out a FORM ADV, a regulatory document required for financial advisors in the U.S.

How to Read a Form ADV

Form ADV is a legally required document for advisors.

Barbie's Financial Plan

She's a smart, independent woman who has a plan.

Graphic illustration of financial planning tools featuring a clipboard with a pie chart and checklist, a pencil, stacks of coins, and paper currency on a purple background. This image is used in the context of explaining 401k rollovers and associated tax implications.

Guide to 401(k) Rollover

It's not as complicated as you might have thought.

Working with a Financial Advisor

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Assets Under Management

Questions to Ask Your Advisor

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What is a Fiduciary?

Advisor Licenses and Credentials

Common Licenses

BrokerCheck

CFP®

See more

Financial Planning

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What a Planner Does For You

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What is Financial Planning?

CERTIFIED FINANCIAL PLANNER™

Family Financial Planning

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529 Plans for New Parents

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How Much $ Can I Gift My Child

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Life Insurance Isn't for Everyone

Special Topics

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Taylor Swift is Becoming a Billionaire

Financial Advisors for Athletes

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Early Days of AdvisorFinder

Receiving an Inheritance

Inheriting a House that is Paid Off

What You Need to Know

Inheritance Taxes in Texas

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SAMPLE

Forms & Templates

Sample Termination Letter for Your Financial Advisor

It's never fun to fire someone. We created a downloadable sample letter to help make this process easier for you.

a graphic image of a sample financial plan

Free Sample Financial Plan (Personal Use)

How to Read a Form ADV