This question is about financial advisor vs financial planner.

When should I get a financial planner rather than a financial advisor?

By Zippia Team - Dec. 7, 2022

You should hire a financial planner rather than a financial advisor if you're looking for long-term advice.

This can also include wanting to know how your financial situation will change over the course of your life, wanting to know if you have enough money to retire, or if you need help managing debt or saving for a large expenditure, such as a college degree.

However, a financial advisor may be more suitable if you're looking for help with a specific strategy or question, want a second opinion, or are only looking for occasional guidance or a reality check.

When should I get a financial planner rather than a financial advisor?

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