Invest Financial Planning

HerMoney Podcast Bonus Mailbag #32: Financial Advisor 101

Kathryn Tuggle  |  October 25, 2021

We answer all your questions about how to find an advisor, minimums required to work with an advisor, how to break up with an advisor, and so much more. 

Lately, we’ve heard from so many of you who have had questions about financial advisors— finding an advisor, what to ask an advisor, how to break up with an advisor if they just aren’t the right fit, and so much more. We wanted to put out this special Mailbag episode to tackle them all, and we couldn’t think of a better person to help us do just that than Pam Krueger, Founder and CEO of Wealthramp, and SEC-registered referral service that connects consumers with vetted and qualified fee-only financial advisors. (If you’ve spent time at HerMoney.com, chances are you’ve seen the option to be matched with a Wealthramp advisor!) 

Listen in as Jean and Pam tackle questions from listeners about what you should be asking a potential advisor, how to find an advisor with experience in tax planning, and whether or not you need a minimum net worth in order to secure an advisor. We also dive into how often you should be meeting with your planner if there are no major life events, and how to break up with your financial advisor if they just aren’t a good fit. We also discuss finding an advisor of color, and an advisor who can help if you’re practicing Financial Independence, Retire Early (FIRE). 

If you have questions for us for an upcoming episode, write to us at mailbag@hermoney.com, and we’ll get back to you ASAP! 

YOUR ADVISOR IS STANDING BY

Consider getting extra help toward financially thriving post-pandemic. With so many changes to your taxes and your finances, this may be the year to get extra help from a financial planner. A fee-only fiduciary financial advisor can help you set your money goals and priorities so you can build the financial life you really want.

Find your advisor

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This podcast is proudly supported by Fidelity Investments. Life is full of big moments—both the planned and the unexpected. Fidelity can help you navigate both with confidence. Learn more at Fidelity.com/HerMoney. Fidelity Brokerage Services LLC Member NYSE, SIPC.

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