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 · last 12 months

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

And just to be clear about the fee only and how you're paid, right?

Fee only means basically the money is coming from the client.

Yeah.

And it can be AUM, you know, 1% of your portfolio can be by the hour by the project.

Whereas the other folks that could be fee based or just purely commission, which I know people in the financial planning industry who do charge by the commission and they're good people, but you always are always just curious.

Like, are you recommending the best thing for me?

Or are you recommending the best thing that generates the biggest commission for you?

You mentioned that when you talk to someone, you just ask about their process.

And generally speaking, when you identify a prospective financial planner, they'll meet with you for a half hour or so just to make sure that you're both on the same page.

And by the way, they're interviewing you as well because they want to know what type of client they want to work with.

So, you know, you want to ask about the process.

You want to ask how you're going to get paid.

Any other questions people should ask or any red flags that people should be on the lookout for?

Just to clarify on the couple of the acronyms there, NAPFA is National Association of Personal Financial Advisors.

FPA is the Financial Planning Association.

And that basically means, you know, this is someone who really wants to keep learning about the industry.

Same with the CFP designation.

You know, this is someone who's taken the time to be like, I want to be at the top of my game.

And then by the way, to be a CFP, you do need some experience, which you can get through the externship.

So that's something to keep in mind if you're interested.

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