Financial Advisors
Are you looking to reach your investing goals? Bankrate has you covered with all the necessary tools to make sure you're on the right track. Whether it's saving for your dream home or planning for a comfortable retirement, a financial advisor could be a valuable asset on your financial journey.
Financial Advisor Basics
Editor's Picks
Latest Articles
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Fee-only financial planners vs. fee-based
There are major differences between fee-only and fee-based financial planners.
3 min read Feb 19, 2025 -
How much does a financial advisor cost?
Financial advisor fees vary depending on service and fee structures.
6 min read Feb 19, 2025 -
Ask the experts: I made a small fortune on Bitcoin. What should I do to diversify my portfolio?
Bitcoin made you a fortune, but keeping that wealth requires some smart moves.
9 min read Feb 18, 2025 -
6 steps to a million-dollar investment portfolio
Here’s how to unlock the path to a $1 million portfolio.
7 min read Feb 12, 2025 -
Worried about a market bubble? Here are 4 tips to protect your portfolio now and in the future
Think there’s a market bubble? These tips could protect your investments.
3 min read Feb 12, 2025 -
Robo-advisors vs. financial advisors: How to decide which is best for you
The industry has begun to embrace robo-advisors, merging their automation with traditional financial advice.
7 min read Feb 11, 2025 -
Do I need a financial advisor for Social Security?
Here’s how an advisor can help you make smart choices with Social Security.
4 min read Feb 11, 2025 -
6 things every beginning crypto investor should know
Start small, diversify your portfolio and never invest more than you can afford to lose.
7 min read Feb 06, 2025 -
6 Medicare mistakes to avoid if you’re working past age 65
Working past age 65? Don’t ignore Medicare.
8 min read Feb 04, 2025 -
CFA vs. CFP: Which one is right for you?
Here are some of the main differences between a CFA and CFP.
3 min read Feb 04, 2025 -
This 1 move could shrink your Social Security check by up to 30%
Drawing Social Security before your full retirement age can impact how much you get.
3 min read Jan 07, 2025 -
15 part-time jobs for retirees
You can earn extra money and still enjoy retirement. Check out the possibilities.
5 min read Dec 06, 2024 -
5 biggest financial regrets and lessons from baby boomers
Baby boomers’ biggest financial regrets offer lessons for younger generations.
6 min read Nov 12, 2024 -
3 simple rules to retire as a millionaire
If you want to retire a millionaire, the first thing to know is that it’s simple but not easy.
7 min read Oct 01, 2024 -
7 ways to make extra income in retirement
While Social Security is a great starting point, you’re going to want diversified streams of income.
6 min read Sep 23, 2024 -
8 ways to invest like a millionaire
Interested in becoming a millionaire? These tips of the wealthy can help you get there.
6 min read Sep 20, 2024 -
What are assets under management (AUM)?
AUM: What it means for your investments and fees
2 min read Aug 30, 2024 -
7 strategies financial advisors use with their own money
Financial advisors use these strategies when managing their own money.
4 min read Mar 19, 2024 -
Here’s the top place Americans get financial advice – even young Americans
Here’s the full rundown of where Americans get their financial advice.
5 min read Dec 21, 2023 -
Ratings methodology for best financial advisors
How Bankrate chooses the best financial advisors
1 min read Aug 25, 2023
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- Ratings methodology for best financial advisors
- What is a financial advisor?
- Cost of a financial advisor
- Questions to ask a financial advisor
- When to change financial advisors
- Robo-advisors vs financial advisors
- Fiduciary vs financial advisor
- What is a fiduciary?
- What is a certified financial planner (CFP)?
- What is an investment advisor?
- What is a wealth management?
- What is estate planning?
- What is risk tolerance?
- Are robo-advisors worth it?
- Best robo-advisors
- Best online brokers for beginners
- Best online brokers for stocks
- Best online brokers for day trading
- Best online brokers for mutual funds
- Best brokers for options trading
- Best online brokers for ETFs
- Best investment apps
- Best brokerage bonuses
- Investment calculator
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