# What to Know Before Hiring a Financial Advisor

Page: https://stenobird.com/podcast/biggerpockets-money-podcast-793498/what-to-know-before-hiring-a-financial-advisor-2
Text version: https://stenobird.com/podcast/biggerpockets-money-podcast-793498/what-to-know-before-hiring-a-financial-advisor-2.md
Podcast: [BiggerPockets Money](https://stenobird.com/podcast/biggerpockets-money-podcast-793498)
Published: 2026-08-18T09:05:00+00:00
Episode link: https://pscrb.fm/rss/p/rss.art19.com/episodes/79873971-3a51-49f8-8c79-cece90de1b0a.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0
Audio file: https://pscrb.fm/rss/p/rss.art19.com/episodes/79873971-3a51-49f8-8c79-cece90de1b0a.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0
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Duration seconds: 2713

## Resource

How do you choose the right financial advisor? Mindy Jensen and Scott Trench explain what to look for when hiring a financial planner, including AUM vs. flat-fee vs. hourly compensation, CFP credentials, fiduciary status, advisor qualifications, questions to ask, and how to prepare for your first meeting. If you're considering working with a financial advisor, this episode will help you understand how advisors are compensated, identify potential conflicts of interest, prepare your financial information, and get more value from professional financial planning. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fi pro Get 50% Off Your First Year of Monarch by using code ‘Pockets’: https://www.monarch.com/ pockets Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney We believe financial independence is attainable for anyone no matter when or where you’re starting. Let’s get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

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