AdvisorCheck
@AdvisorCheck1
A tool to search, compare, and monitor financial advisors. Learn what their licenses, professional history, and disclosures mean to you.
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Now available: AdvisorCheck Premium. Monitor not just your advisor, but their firm too. Stay ahead of job changes, leadership shifts, regulatory disclosures, and more, all delivered biweekly. With more on the way. Details here: zurl.co/bttmg
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Introducing AdvisorCheck Premium - Blog - AdvisorCheck
Staying up to date on changes with your advisor, and with their firm, can present a challenge. Where do you look, what does a change to their address or their AUM mean to you, and how do you make sur
What do advisors do beyond investments? This explainer walks through the full relationship: discovery and goals, risk + plan management, implementation, ongoing monitoring and support. Save before your first meeting: advisorcheck.com/blog/what-does…
advisorcheck.com
What Does a Financial Advisor Do? Understanding Their Role, Services, and Value - Blog - AdvisorC...
A financial advisor's role is more than someone who just recommends investments; they serve as strategic partners, helping individuals and families navigate everything from retirement and taxes to in
Interviewing an advisor? Start with these: - Are you a fiduciary 100% of the time? - How are you paid? - Any disciplinary history? - What services are included? - How do you manage risk? Full list (20 questions and tips to spot red-flags): advisorcheck.com/blog/20-questi…
advisorcheck.com
20 Questions to Ask Your Financial Advisor or Wealth Manager During the Interview (and Expert Tips)...
Choosing a financial advisor is a major step toward building a secure financial future — but knowing how to evaluate one can feel overwhelming. Many people walk into their first meeting unsure of wha
"When you grow up in a world that subtly (and not-so-subtly) tells you that money isn’t your domain, it’s no surprise if you hesitate to step into the investing arena." This guest post unpacks the confidence gap and offers 5 steps to build confidence advisorcheck.com/blog/sharp-sav…
advisorcheck.com
Sharp, Savvy… and Still Unsure: The Confidence Gap is Costing Women Millions - Blog - AdvisorCheck
This guest-authored opinion piece reflects the author's opinion and not necessarily the opinion(s) of AdvisorCheck. If I had a time machine—or, let’s be honest, a genie offering three wishes—I’d a
Not everyone needs an advisor all the time. But if your taxes got complex, you're facing a big life change, your goals feel fuzzy, or markets drive impulse moves, this checklist can help you decide objectively. advisorcheck.com/blog/do-i-need…
advisorcheck.com
Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You - Blog - Adviso...
Managing money in today’s world is more complex than ever. With dozens of financial decisions competing for your attention—investments, taxes, retirement planning, budgeting, debt, insurance—it’s eas
New: AdvisorCheck Premium. Advanced Monitoring delivers biweekly alerts and Firm Stability Insights (AUM trends, client growth, advisor retention, and more) so members see changes and understand why they matter without digging. Learn more: advisorcheck.com/how-we-help/fi…
Walking into an advisor meeting? It shouldn't feel like a leap of faith. Go in with goals, docs, and questions. Treat it as a conversation, not a lecture. Afterwards, confirm next steps + monitor changes with AdvisorCheck. Full meeting checklist: advisorcheck.com/blog/financial…
advisorcheck.com
Financial Advisor Meeting Checklist: What to Bring, Prepare, and Expect - Blog - AdvisorCheck
Meeting with a financial advisor is a critical step toward achieving long-term financial security. But the value you get from the financial advisor meeting largely depends on how well you prepare. Fr
An RIA’s fiduciary duty means advice centered on your goals, not commissions. Registration happens at the SEC (>$100M AUM) or at the state level (<$100M). Verify before you hire to stay confident and in control.
Meeting with an advisor for the first time? Start with these questions.
IAR vs. RR? CFP® vs. CPWA? Here’s how advisor registrations + designations map to your needs, so you can hire with confidence. advisorcheck.com/blog/financial…
advisorcheck.com
Financial Advisor Types: IAR, RR, DRR, CFP, CPWA, CLU, CIMA, ChFC, AIF, CDFA… Who Are They for and...
When it comes to planning out your finances, having a financial advisor could be the most important aspect of whether or not you will be able to achieve the goals you have set forth for yourself.
Financial advisors wear different hats. Learn the difference so you hire for the job you actually need: planning, products, or both. Plus a little history on how the advisory industry got here! advisorcheck.com/blog/is-a-fina…
advisorcheck.com
What Really Is a Financial Advisor? Stockbroker, Insurance Salesperson, Tax Advisor, or Estate...
Many people have the misconception that the only way they’re going to be able to buy a home, splurge on luxuries like a boat, pay for their children’s college or achieve anything beyond their current
“Do I actually need a financial advisor?” If your life just got more complex, or you want less money stress, this guide helps you decide. Clear questions, next steps, things to consider. advisorcheck.com/blog/do-i-need…
advisorcheck.com
Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You - Blog - Adviso...
Managing money in today’s world is more complex than ever. With dozens of financial decisions competing for your attention—investments, taxes, retirement planning, budgeting, debt, insurance—it’s eas
How's your advisor doing? It's more than portfolio performance. Check: fees paid, fair benchmark of performance, risk fit, services delivered, and communication. Then review disclosures & public info. Full guide: advisorcheck.com/blog/how-do-i-…
advisorcheck.com
How Do I Know If My Financial Advisor Is Doing a Good Job Each Year? - Blog - AdvisorCheck
You're probably familiar with annual performance reviews at work. This is a time when your manager will sit down with you to discuss your performance over the past year. They'll talk about your stren
Advisor vs. planner: what’s the real difference? This explainer breaks down roles, typical services, and the questions that keep you in control so you can choose with confidence. advisorcheck.com/blog/financial…
advisorcheck.com
Financial Advisor vs. Financial Planner: What’s the Difference, and Who Should You Hire? - Blog -...
As your income and net worth grow, so does the complexity of your financial life and the impact of each decision you make. From investing and tax planning to retirement and estate strategies, having
Align your money with what matters. When your plan mirrors your values, confidence follows naturally. This guide shows how to get started turning values into goals, and goals into a values-based plan. Read the guide: advisorcheck.com/blog/what-are-…
advisorcheck.com
What Are Financial Values and How to Align Them With Your Financial Goals - Blog - AdvisorCheck
Financial decisions aren’t just about numbers — they’re about values. But many people never take the time to define their financial values, and as a result, they feel overwhelmed or disconnected from
Heading into your first meeting with an advisor? Here's what to bring, how to organize it, questions that surface real trade-offs, and the red flags to note. It's your time and your money, get the answers you need to make your decision. Read the guide: advisorcheck.com/blog/financial…
advisorcheck.com
Financial Advisor Meeting Checklist: What to Bring, Prepare, and Expect - Blog - AdvisorCheck
Meeting with a financial advisor is a critical step toward achieving long-term financial security. But the value you get from the financial advisor meeting largely depends on how well you prepare. Fr
Want a better advisor match? Start with what matters to you. Security? Growth? Helping others? Avoiding risk? Your financial values are the foundation. Here’s how to find them: advisorcheck.com/blog/what-are-…
advisorcheck.com
What Are Financial Values and How to Align Them With Your Financial Goals - Blog - AdvisorCheck
Financial decisions aren’t just about numbers — they’re about values. But many people never take the time to define their financial values, and as a result, they feel overwhelmed or disconnected from
Should you hire a Financial Advisor? If your financial life feels too complex, your goals are unclear, or you simply want a trusted expert by your side, working with a financial advisor can be one of the smartest decisions you make. Get help deciding: advisorcheck.com/blog/do-i-need…
advisorcheck.com
Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You - Blog - Adviso...
Managing money in today’s world is more complex than ever. With dozens of financial decisions competing for your attention—investments, taxes, retirement planning, budgeting, debt, insurance—it’s eas
Your financial values = your money compass. Before hiring an advisor, learn what your values are, and how to make sure your advisor aligns. advisorcheck.com/blog/what-are-…
advisorcheck.com
What Are Financial Values and How to Align Them With Your Financial Goals - Blog - AdvisorCheck
Financial decisions aren’t just about numbers — they’re about values. But many people never take the time to define their financial values, and as a result, they feel overwhelmed or disconnected from
Advanced Monitoring includes: ✅ Biweekly monitoring ✅ Firm data like AUM & leadership changes ✅ Clear explainers, no jargon And more on the way with AdvisorCheck Premium. Get it here: advisorcheck.com/pricing?utm_so…
advisorcheck.com
Pricing - AdvisorCheck
Our premium membership brings your more data, more often, and more peace of mind. AdvisorCheck provides objective, comprehensive background checks on financial advisors and a quick and easy advisor...
Financial peace of mind isn’t just about the numbers. It’s knowing someone’s looking out for you. Adjusting your plan when life changes. Helping you feel calm, not confused. That’s what a great financial advisor can do. See what else they do for you: advisorcheck.com/blog/what-does…
advisorcheck.com
What Does a Financial Advisor Do? Understanding Their Role, Services, and Value - Blog - AdvisorC...
A financial advisor's role is more than someone who just recommends investments; they serve as strategic partners, helping individuals and families navigate everything from retirement and taxes to in
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