Aug 13, 2026
Is hiring a financial advisor actually worth the fee? Learn about the positives and negatives of working with a financial advisor.
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Video Chapters:
01:07 - Core Question: Are financial advisors actually worth the
fee?
06:36 - Fiduciary vs. Commission Broker: Spotting the red
flags.
09:48 - Is my advisor doing full-service planning or just managing
investments?
13:16 - How does pulling $100,000 from my traditional IRA trigger a
massive tax bill?
16:35 - What questions should I expect my financial advisor to ask
me?
21:45 - Reaction Video: 3 things I wish I knew before hiring a
financial advisor.
Send us a questions to be featured on the show at: Questions@modwm.com
For more educational content visit:
https://www.youtube.com/@MeetModernWealth
Check out our other videos:
https://youtu.be/BdM-15mxEDM?si=D7AftiJLLwiyPU0f
https://youtu.be/O-nGasrm5HE?si=Mup8P2NTi13R9-2Q
https://youtu.be/BL2pmLI8dRw
Sources:
https://www.kitces.com/blog/financial-advisor-client-onboarding-relationship-expectations-questions-communication-relationship-expectations/
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Investment advisory services offered through Modern Wealth
Management, LLC, a registered investment adviser.
The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.