Find the Right Financial Planner for You

Mar 28, 2026

Hannah Moore, CFP and founder of Amplified Planning and Guiding Wealth, shares her experience building firms and training new planners. She discusses how the planning industry is changing. She covers differences between asset-management and hourly planners. She explains where to find fee-only fiduciary planners and what questions and red flags to watch for when choosing one.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

ANECDOTE

Buying A Practice Launched Her Firm

Hannah Moore bought her first practice after working four years for a 68-year-old advisor.
She unexpectedly inherited clients and operations, which pushed her into founding her own firm and adapting quickly.

INSIGHT

Planning Replaces Asset Management As The Focus

The financial planning industry is shifting from pure investment management to comprehensive financial planning.
Larger firms are acquiring midsize shops while many small independent planners are launching, creating a barbell market structure.

ADVICE

Find Hourly Planners On Garrett And New Firms

If you want hourly or project-based planning, search Garrett Planning Network and firms explicitly offering hourly rates.
Expect these firms or newer advisors leaving big firms to offer hourly work while AUM models remain common.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner. Plus, you may want an objective second opinion from an expert every once in a while, just to make sure you’re covering all the bases.
This week, Robert Brokamp speaks with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program for aspiring financial planners and people who want to build their own financial plan.
Topics covered:
-An overview of the current financial planning landscape
-What to look for in a financial planner
-Understanding how planners get paid
-Where to find fee-only fiduciary planners who work on your terms, whether its asset management or charging by the hour
Host: Robert Brokamp, CFP®, EA
Guest: Hannah Moore, CFP®, CeFT
Engineer: Bart Shannon

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices