Is 1% Worth It?
Most people ask the wrong question when it comes to financial advisors. They ask "is 1% expensive?" That's not the right question.
The right question is: what does a bad decision cost?
In this video I break down exactly when paying an advisor 1% doesn't make sense — and when it does. If your financial life is simple and your strategy is working, you may not need help. But when the decisions start carrying real weight — retirement, tax strategy, Roth conversions, selling a business — that's when guidance can actually change outcomes.
I also share a real client story where one decision saved tens of thousands of dollars in taxes. Not by investing differently. By knowing what tools were available and when to use them.
