BUZZING· 73%42m·2026-08-14·MoneyThe Uncomfortable Truth About Financial Advisors
Choosing a financial advisor is one of the biggest financial decisions you'll make—but do you actually need one? Brian and Bo break down the uncomfortable truth about financial advisors, including advisor fees, fiduciary standards, commission vs fee-only advisors, behavioral coaching, retirement planning, tax…
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What people are saying
“The AUM advisor does NOT take 1% or .5% of the growth, as Bo said! They take 1% or .5% of the ENTIRE portfolio each year. That is a completely different thing.”
“Fee only for the hour is what’s needed. Not the AUM fee that compounds against you. Fee structure is crucial.”
“Wow 1% fee crushes your long term portfolio growth. There is a reason AUM advisors love the 4% rule - it keeps the portfolio growing and more money in their pocket. Stick with a flat fee advisor”
“So this entire video is a subtle justification for AUM model. Flat fee will be cheaper in the long run and it doesn't have to be transactional (or maybe for some people it's better that it is transactional). The incentive alignment can work…”
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