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advisorcheck.bsky.social
AdvisorCheck
@advisorcheck.bsky.social
20 followers 150 following 41 posts
A tool to search, compare, and monitor financial advisors. Learn what their licenses, professional history, and disclosures mean to you.

AdvisorCheck does not offer investment advice and should not replace discussions with a financial advisor.
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AdvisorCheck @advisorcheck.bsky.social · Jul 15
Now available: AdvisorCheck Premium.
Monitor not just your advisor, but their firm too.

Stay ahead of job changes, leadership shifts, regulatory disclosures, and more, all delivered biweekly. With more on the way.

Details here: zurl.co/nYS18
Introducing AdvisorCheck Premium - Blog - AdvisorCheck
Staying up to date on changes with your advisor, and with their firm, can present a challenge. Where do you look, what does a change to their address or their AUM mean to you, and how do you make sur
www.advisorcheck.com
advisorcheck.bsky.social
Stay ahead of advisor and firm changes.

Premium adds more signal, more often: firm-level trends (AUM, client-to-advisor ratio, new disclosures) and advisor updates right to your inbox, every other Monday. Details: www.advisorcheck.com/pricing...
December 2, 2025 at 6:42 PM
advisorcheck.bsky.social
Make the first meeting with your advisor count.

This checklist covers prep, documents, and a quick preview of the conversation (goals, risk, fees, next steps) so you know what to expect.

Save for later: www.advisorcheck.com/blog/fi...
Financial Advisor Meeting Checklist: What to Bring, Prepare, and Expect - Blog - AdvisorCheck
Meeting with a financial advisor is a critical step toward achieving long-term financial security. But the value you get from the financial advisor meeting largely depends on how well you prepare. Fr
www.advisorcheck.com
November 24, 2025 at 5:09 PM
advisorcheck.bsky.social
What do advisors do beyond investments?
This explainer walks through the full relationship: discovery and goals, risk + plan management, implementation, ongoing monitoring and support.
Save before your first meeting: www.advisorcheck.com/blog/wh...
What Does a Financial Advisor Do? Understanding Their Role, Services, and Value - Blog - AdvisorCheck
A financial advisor's role is more than someone who just recommends investments; they serve as strategic partners, helping individuals and families navigate everything from retirement and taxes to in
www.advisorcheck.com
November 21, 2025 at 8:28 PM
advisorcheck.bsky.social
Interviewing an advisor? Start with these:
- Are you a fiduciary 100% of the time?
- How are you paid?
- Any disciplinary history?
- What services are included?
- How do you manage risk?
Full list (20 questions and tips to spot red-flags): www.advisorcheck.com/blog/20...
20 Questions to Ask Your Financial Advisor or Wealth Manager During the Interview (and Expert Tips) - Blog - AdvisorCheck
Choosing a financial advisor is a major step toward building a secure financial future — but knowing how to evaluate one can feel overwhelming. Many people walk into their first meeting unsure of wha
www.advisorcheck.com
November 19, 2025 at 9:11 PM
advisorcheck.bsky.social
"When you grow up in a world that subtly (and not-so-subtly) tells you that money isn’t your domain, it’s no surprise if you hesitate to step into the investing arena."
This guest post unpacks the confidence gap and offers 5 practical steps to build confidence www.advisorcheck.com/blog/sh...
Sharp, Savvy… and Still Unsure: The Confidence Gap is Costing Women Millions  - Blog - AdvisorCheck
This guest-authored opinion piece reflects the author's opinion and not necessarily the opinion(s) of AdvisorCheck. If I had a time machine—or, let’s be honest, a genie offering three wishes—I’d a
www.advisorcheck.com
November 17, 2025 at 7:22 PM
advisorcheck.bsky.social
Not everyone needs an advisor all the time.

But if your taxes got complex, you're facing a big life change, your goals feel fuzzy, or markets drive impulse moves, this checklist can help you decide objectively. www.advisorcheck.com/blog/do...
Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You - Blog - AdvisorCheck
Managing money in today’s world is more complex than ever. With dozens of financial decisions competing for your attention—investments, taxes, retirement planning, budgeting, debt, insurance—it’s eas
www.advisorcheck.com
November 13, 2025 at 7:06 PM
advisorcheck.bsky.social
New: AdvisorCheck Premium.
Advanced Monitoring delivers biweekly alerts and Firm Stability Insights (AUM trends, client growth, advisor retention, and more) so members see changes and understand why they matter without digging.
Learn more: www.advisorcheck.com/how-we-...
November 11, 2025 at 8:39 PM
advisorcheck.bsky.social
Walking into an advisor meeting? It shouldn't feel like a leap of faith.

Go in with goals, docs, and questions. Treat it as a conversation, not a lecture. Afterwards, confirm next steps + monitor changes with AdvisorCheck.

Full meeting checklist: www.advisorcheck.com/blog/fi...
Financial Advisor Meeting Checklist: What to Bring, Prepare, and Expect - Blog - AdvisorCheck
Meeting with a financial advisor is a critical step toward achieving long-term financial security. But the value you get from the financial advisor meeting largely depends on how well you prepare. Fr
www.advisorcheck.com
November 3, 2025 at 3:04 PM
advisorcheck.bsky.social
An RIA’s fiduciary duty means advice centered on your goals, not commissions. Registration happens at the SEC (>$100M AUM) or at the state level (<$100M). Verify before you hire to stay confident and in control.
October 29, 2025 at 5:20 PM
advisorcheck.bsky.social
Meeting with an advisor for the first time? Start with these questions.
October 22, 2025 at 5:10 PM
advisorcheck.bsky.social
IAR vs. RR? CFP® vs. CPWA? Here’s how advisor registrations + designations map to your needs, so you can hire with confidence.

www.advisorcheck.com/blog/fi...
Financial Advisor Types: IAR, RR, DRR, CFP, CPWA, CLU, CIMA, ChFC, AIF, CDFA… Who Are They for and What Do They Mean? - Blog - AdvisorCheck
When it comes to planning out your finances, having a financial advisor could be the most important aspect of whether or not you will be able to achieve the goals you have set forth for yourself.
www.advisorcheck.com
October 20, 2025 at 5:02 PM
advisorcheck.bsky.social
Financial advisors wear different hats.

Learn the difference so you hire for the job you actually need: planning, products, or both.

Plus a little history on how the advisory industry got here!

www.advisorcheck.com/blog/is...
What Really Is a Financial Advisor? Stockbroker, Insurance Salesperson, Tax Advisor, or Estate Planner? - Blog - AdvisorCheck
Many people have the misconception that the only way they’re going to be able to buy a home, splurge on luxuries like a boat, pay for their children’s college or achieve anything beyond their current
www.advisorcheck.com
October 16, 2025 at 7:22 PM
advisorcheck.bsky.social
“Do I actually need a financial advisor?”

If your life just got more complex, or you want less money stress, this guide helps you decide.

Clear questions, next steps, things to consider. www.advisorcheck.com/blog/do...
Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You - Blog - AdvisorCheck
Managing money in today’s world is more complex than ever. With dozens of financial decisions competing for your attention—investments, taxes, retirement planning, budgeting, debt, insurance—it’s eas
www.advisorcheck.com
October 14, 2025 at 12:53 PM
advisorcheck.bsky.social
How's your advisor doing? It's more than portfolio performance. Check: fees paid, fair benchmark of performance, risk fit, services delivered, and communication.

Then review disclosures & public info.

Full guide: www.advisorcheck.com/blog/ho...
How Do I Know If My Financial Advisor Is Doing a Good Job Each Year? - Blog - AdvisorCheck
You're probably familiar with annual performance reviews at work. This is a time when your manager will sit down with you to discuss your performance over the past year. They'll talk about your stren
www.advisorcheck.com
October 9, 2025 at 4:45 PM
advisorcheck.bsky.social
Advisor vs. planner: what’s the real difference?
This explainer breaks down roles, typical services, and the questions that keep you in control so you can choose with confidence.
www.advisorcheck.com/blog/fi...
Financial Advisor vs. Financial Planner: What’s the Difference, and Who Should You Hire?  - Blog - AdvisorCheck
As your income and net worth grow, so does the complexity of your financial life and the impact of each decision you make. From investing and tax planning to retirement and estate strategies, having
www.advisorcheck.com
September 30, 2025 at 11:39 PM
advisorcheck.bsky.social
Align your money with what matters.
When your plan mirrors your values, confidence follows naturally. This guide shows how to get started turning values into goals, and goals into a values-based plan.
Read the guide: www.advisorcheck.com/blog/wh...
What Are Financial Values and How to Align Them With Your Financial Goals - Blog - AdvisorCheck
Financial decisions aren’t just about numbers — they’re about values. But many people never take the time to define their financial values, and as a result, they feel overwhelmed or disconnected from
www.advisorcheck.com
September 25, 2025 at 2:23 PM
advisorcheck.bsky.social
Heading into your first meeting with an advisor?
Here's what to bring, how to organize it, questions that surface real trade-offs, and the red flags to note.
It's your time and your money, get the answers you need to make your decision.
Read the guide: www.advisorcheck.com/blog/fi...
Financial Advisor Meeting Checklist: What to Bring, Prepare, and Expect - Blog - AdvisorCheck
Meeting with a financial advisor is a critical step toward achieving long-term financial security. But the value you get from the financial advisor meeting largely depends on how well you prepare. Fr
www.advisorcheck.com
September 22, 2025 at 5:32 PM
advisorcheck.bsky.social
Want a better advisor match? Start with what matters to you.
Security? Growth? Helping others? Avoiding risk?
Your financial values are the foundation. Here’s how to find them:
www.advisorcheck.com/blog/wh...
What Are Financial Values and How to Align Them With Your Financial Goals - Blog - AdvisorCheck
Financial decisions aren’t just about numbers — they’re about values. But many people never take the time to define their financial values, and as a result, they feel overwhelmed or disconnected from
www.advisorcheck.com
August 26, 2025 at 7:08 PM
advisorcheck.bsky.social
Should you hire a Financial Advisor?
If your financial life feels too complex, your goals are unclear, or you simply want a trusted expert by your side, working with a financial advisor can be one of the smartest decisions you make.
Get help deciding: www.advisorcheck.com/blog/do...
Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You - Blog - AdvisorCheck
Managing money in today’s world is more complex than ever. With dozens of financial decisions competing for your attention—investments, taxes, retirement planning, budgeting, debt, insurance—it’s eas
www.advisorcheck.com
August 22, 2025 at 3:17 PM
advisorcheck.bsky.social
Your financial values = your money compass.

Before hiring an advisor, learn what your values are, and how to make sure your advisor aligns.
www.advisorcheck.com/blog/wh...
What Are Financial Values and How to Align Them With Your Financial Goals - Blog - AdvisorCheck
Financial decisions aren’t just about numbers — they’re about values. But many people never take the time to define their financial values, and as a result, they feel overwhelmed or disconnected from
www.advisorcheck.com
August 13, 2025 at 7:00 PM
advisorcheck.bsky.social
Advanced Monitoring includes:

✅ Biweekly monitoring
✅ Firm data like AUM & leadership changes
✅ Clear explainers, no jargon

And more on the way with AdvisorCheck Premium.

Get it here: www.advisorcheck.com/pricing...
Pricing - AdvisorCheck
Our premium membership brings your more data, more often, and more peace of mind. AdvisorCheck provides objective, comprehensive background checks on financial advisors and a quick and easy advisor background check service for potential investors looking to evaluate their options or reassess their current financial partner.
www.advisorcheck.com
August 7, 2025 at 2:03 PM
advisorcheck.bsky.social
Financial peace of mind isn’t just about the numbers.
It’s knowing someone’s looking out for you.
Adjusting your plan when life changes.
Helping you feel calm, not confused.

That’s what a great financial advisor can do.

See what else they do for you: www.advisorcheck.com/blog/wh...
What Does a Financial Advisor Do? Understanding Their Role, Services, and Value - Blog - AdvisorCheck
A financial advisor's role is more than someone who just recommends investments; they serve as strategic partners, helping individuals and families navigate everything from retirement and taxes to in
www.advisorcheck.com
July 23, 2025 at 2:11 PM
advisorcheck.bsky.social
Sometimes the big changes aren’t with your advisor, they’re with the firm.

Advanced Monitoring alerts you to those changes, so you can make confident decisions.

Get started: www.advisorcheck.com/blog/in...
Introducing AdvisorCheck Premium - Blog - AdvisorCheck
Staying up to date on changes with your advisor, and with their firm, can present a challenge. Where do you look, what does a change to their address or their AUM mean to you, and how do you make sur
www.advisorcheck.com
July 22, 2025 at 1:54 PM
advisorcheck.bsky.social
Financial advisors! 👋
We’re refining advisor profiles and need your take on:
- How can we make profiles more useful for you and your clients
- What insights and analytics matter for you
DM us for a quick call, and help us build a better tool with your insight.
July 17, 2025 at 11:11 PM
advisorcheck.bsky.social
Now available: AdvisorCheck Premium.
Monitor not just your advisor, but their firm too.

Stay ahead of job changes, leadership shifts, regulatory disclosures, and more, all delivered biweekly. With more on the way.

Details here: zurl.co/nYS18
Introducing AdvisorCheck Premium - Blog - AdvisorCheck
Staying up to date on changes with your advisor, and with their firm, can present a challenge. Where do you look, what does a change to their address or their AUM mean to you, and how do you make sur
www.advisorcheck.com
July 15, 2025 at 7:24 PM