The term “financial advisor” is not regulated so the answer to the question “what does a financial advisor do?” varies greatly. However, at Spark Financial Advisors, we have a strong opinion on what a financial advisor should be doing. We also asked our clients their opinion and got some great responses to share with you:

 

If you are in the process of looking for a financial advisor or financial planner, it’s really important you work with a fee-only, fiduciary financial planner. Surprisingly, there are not that many fee-only financial advisors in Richmond and Williamsburg, VA. Here’s a quick article we wrote about why it’s important to work with a fiduciary financial advisor:

Is My Financial Advisor a Fiduciary? Top 3 Things to Know!Ā 

What is a Fiduciary Financial Advisor and Why You Need One

Ready to schedule a free phone call to ask your questions about working with a Certified Financial PlannerĀ®? You can book a quick call with our team here:

Book a call

Pin It on Pinterest

Share This