In the News
I'm a Financial Adviser: My College House-Painting Job Taught Me the Best Way to Compare Professional Fees — and It Works for Financial Advice, Too
When evaluating financial advisors, experts suggest focusing first on the services and expertise you need rather than simply comparing fees, as lower costs do not necessarily equate to better value. They also emphasize reviewing an advisor’s credentials, noting that certifications such as the CERTIFIED FINANCIAL PLANNER® designation can signal advanced training, professional standards and a deeper commitment to comprehensive financial planning.
KiplingerPhil Simonides, CFP®
July 28, 2026