Robert Brokamp, CFP®

speaker

318 appearances 2 recordings 1 series first heard Mar 2026 last heard 4 Apr

Robert Brokamp, CFP®’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 1.

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Motley Fool Hidden Gems Investing · Find the Right Financial Planner for You · 28 Mar 2026 podcast

My impression is that most advisors are still looking to manage your assets and do the financial planning on the side.

Is that still mostly accurate?

And how hard is it to find someone who you could just pay by the hour or the project to do one aspect of your finances?

Yeah, ideally, that's one of the big benefits, right?

You may think it's only this one thing, but you're going to uncover something that you weren't even thinking about.

That's the benefit of working with someone who has been doing this for a while.

Yeah, exactly.

And that's the way it is in my family.

I handle most of the finances.

My wife does the bill paying, but doesn't know much about anything else.

But certainly as we get older, I have every expectation that we are going to form a relationship with a fee-only financial planner because I want that professional second opinion, even though I generally know this stuff.

But I also want to begin that relationship because if anything happens to me, she already has someone that she trusts ready waiting in the wings.

Which brings me to the next question, which is there are a lot of people out there who call themselves financial advisors, financial professionals.

We at The Fool have long recommended that members look for fee-only financial planners who are fiduciaries.

Is that still generally good advice or any other terms or credentials that people should be looking for?

You mentioned the Garrett Planning Network as a place to find some of these folks, founded by Cheryl Garrett, one of my personal heroes in the financial planning industry.

She's amazing.

Amazing.

Any other places where people should look or maybe professionals they should talk to for referrals, anything like that?

Yeah.

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