Is Your Financial Advisor Costing You Money? | Free Quiz for Business Owners
60-second quiz

Is Your Financial Advisor Actually Costing You Money?

Most business owners earning $200K+ are overpaying for advice they're not even getting. Take this quick quiz to find out where you stand.

📊 Based on 15 years of advisory industry experience
🎯 Built for 6 & 7-figure business owners

The Uncomfortable Truth About Financial Advisors

Most advisors charge 1% of your assets to check your portfolio quarterly. Meanwhile, you're making million-dollar business decisions alone.

1%

The standard AUM fee — on a $4M portfolio, that's $40K/year for quarterly check-ins

4x

Business owners face far more planning complexity than salaried employees

$0

What most advisors charge for business-specific tax & cash flow strategy — because they don't offer it

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🎯 Built for business owners

Resources for Business Owners

Expert guidance on finding the right financial advisor for your business.

Is My Financial Advisor Worth It?
A guide for business owners paying $20-40K+ per year in advisor fees.
What to Look For in an Advisor
Why business owners need a different kind of financial planner.
Fee-Only vs 1% AUM
The math behind flat-fee planning vs. the traditional percentage model.
5 Signs of a Bad Advisor
Warning signs your advisor doesn't understand business owners.
The $40,000 Question
What you're actually paying your advisor — and what you should be getting.
Questions They Hope You Don't Ask
The questions that actually reveal whether your advisor is worth it.
Flat Fee Financial Planning
Why business owners are switching to flat-fee advisors.
What Is a Fiduciary Advisor?
Why fiduciary status matters more when you own a business.
Go deeper

Best resources to pressure-test your advisor

Start with the quiz, then use the strongest guides and calculators below. These are the pages Google should understand as the core of this site.

Explore Resources Create Your Snapshot Get the Free Audit Kit
Pillar Guide
The Hidden Cost of a 1% Advisor
Translate percentage fees into real annual dollars.
Expert
Nicky Morong, CFP®, CLU®
Meet the planner behind the scorecard and Peterkin Financial.
Business Owners
Financial Advisor for Business Owners
Know what owner-specific advice should actually cover.
Calculator
Advisor Fee Calculator
Turn your advisor fee into a real annual dollar number.
Calculator
1% AUM Cost Calculator
See how percentage fees compound over time.
Fee Model
Flat Fee vs. AUM
Compare pricing models for business-owner complexity.
Local
Financial Advisor 92024
Encinitas, Leucadia, Olivenhain, and North County search path.
Women Owners
Women Business Owners
Founder-focused financial planning for women building serious businesses.
Book
If You Love Your Family, Save Like It
The values-first money philosophy behind the scorecard.
Money Monday
Planning Perspectives
Practical financial ideas for owners who want clarity.