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We’ve broken these down to help you decide ",[1038],{"type":129,"attrs":1039},{"color":12},{"text":1041,"type":22,"marks":1042},"whether or not you should add another financial advisor",[1043,1046,1048],{"type":31,"attrs":1044},{"href":1045,"uuid":34,"anchor":34,"target":825,"linktype":36},"https://www.unbiased.com/discover/financial-advice/do-i-need-financial-advice",{"type":129,"attrs":1047},{"color":12},{"type":829},{"text":1050,"type":22,"marks":1051}," to your team.  ",[1052],{"type":129,"attrs":1053},{"color":12},{"type":764,"attrs":1055,"content":1057},{"level":1056},3,[1058,1063],{"text":1059,"type":22,"marks":1060},"Pros of having multiple advisors",[1061],{"type":129,"attrs":1062},{"color":12},{"text":1064,"type":22,"marks":1065}," ",[1066],{"type":129,"attrs":1067},{"color":1068},"#434343",{"type":774,"content":1070},[1071],{"type":777,"content":1072},[1073],{"type":18,"content":1074},[1075,1081],{"text":1076,"type":22,"marks":1077},"Add expertise: ",[1078,1079],{"type":38},{"type":129,"attrs":1080},{"color":12},{"text":1082,"type":22,"marks":1083},"You’ll put yourself in a better position and be less likely to make mistakes when you add an advisor with deep knowledge in a particular area.  ",[1084],{"type":129,"attrs":1085},{"color":12},{"type":774,"content":1087},[1088],{"type":777,"content":1089},[1090],{"type":18,"content":1091},[1092,1098],{"text":1093,"type":22,"marks":1094},"Add a new perspective:",[1095,1096],{"type":38},{"type":129,"attrs":1097},{"color":12},{"text":1099,"type":22,"marks":1100}," A second advisor can give you a second opinion on the financial decisions you’re making. You might also see how the two advisors compare in terms of costs and services.  ",[1101],{"type":129,"attrs":1102},{"color":12},{"type":774,"content":1104},[1105],{"type":777,"content":1106},[1107],{"type":18,"content":1108},[1109,1115],{"text":1110,"type":22,"marks":1111},"Could reduce conflicts of interest:",[1112,1113],{"type":38},{"type":129,"attrs":1114},{"color":12},{"text":1116,"type":22,"marks":1117}," Having multiple advisors reduces your reliance on one, which could help reduce conflicts of interest you may see at a single firm.  ",[1118],{"type":129,"attrs":1119},{"color":12},{"type":764,"attrs":1121,"content":1122},{"level":1056},[1123,1128],{"text":1124,"type":22,"marks":1125},"Cons of having multiple advisors",[1126],{"type":129,"attrs":1127},{"color":12},{"text":1064,"type":22,"marks":1129},[1130],{"type":129,"attrs":1131},{"color":1068},{"type":774,"content":1133},[1134],{"type":777,"content":1135},[1136],{"type":18,"content":1137},[1138,1144],{"text":1139,"type":22,"marks":1140},"Miscommunication:",[1141,1142],{"type":38},{"type":129,"attrs":1143},{"color":12},{"text":1145,"type":22,"marks":1146}," Adding a financial advisor should clarify an area of your finances, but it’s possible that it can create confusion or duplicate services. ",[1147],{"type":129,"attrs":1148},{"color":12},{"type":774,"content":1150},[1151],{"type":777,"content":1152},[1153],{"type":18,"content":1154},[1155,1165,1171],{"text":1156,"type":22,"marks":1157},"More fees",[1158,1161,1162,1164],{"type":31,"attrs":1159},{"href":1160,"uuid":34,"anchor":34,"target":825,"linktype":36},"https://www.unbiased.com/discover/financial-advice/financial-advisor-cost",{"type":38},{"type":129,"attrs":1163},{"color":12},{"type":829},{"text":1166,"type":22,"marks":1167},": ",[1168,1169],{"type":38},{"type":129,"attrs":1170},{"color":12},{"text":1172,"type":22,"marks":1173},"Adding another financial advisor to the mix means another person or firm needs to be paid.  ",[1174],{"type":129,"attrs":1175},{"color":12},{"type":774,"content":1177},[1178],{"type":777,"content":1179},[1180],{"type":18,"content":1181},[1182,1188],{"text":1183,"type":22,"marks":1184},"Conflicting advice:",[1185,1186],{"type":38},{"type":129,"attrs":1187},{"color":12},{"text":1189,"type":22,"marks":1190}," If you have multiple financial advisors, you’ll likely receive contradictory advice, which can make it difficult to discern the correct path for you. ",[1191],{"type":129,"attrs":1192},{"color":12},{"type":774,"content":1194},[1195],{"type":777,"content":1196},[1197],{"type":18,"content":1198},[1199,1205],{"text":1200,"type":22,"marks":1201},"Less accountability: ",[1202,1203],{"type":38},{"type":129,"attrs":1204},{"color":12},{"text":1206,"type":22,"marks":1207},"When multiple financial advisors are involved, there could be less accountability for a complete financial plan.   ",[1208],{"type":129,"attrs":1209},{"color":12},{"type":764,"attrs":1211,"content":1212},{"level":766},[1213],{"text":1214,"type":22,"marks":1215},"How to manage multiple financial advisors ",[1216],{"type":129,"attrs":1217},{"color":12},{"type":18,"content":1219},[1220],{"text":1221,"type":22,"marks":1222},"There are several ways to hire another financial advisor.  ",[1223],{"type":129,"attrs":1224},{"color":12},{"type":774,"content":1226},[1227,1242,1271],{"type":777,"content":1228},[1229],{"type":18,"content":1230},[1231,1237],{"text":1232,"type":22,"marks":1233},"Option 1: Appoint a lead financial advisor. ",[1234,1235],{"type":38},{"type":129,"attrs":1236},{"color":12},{"text":1238,"type":22,"marks":1239},"One strategy for managing multiple financial advisors is to set up a hierarchical structure where one advisor is the lead. The lead advisor will coordinate the others.  ",[1240],{"type":129,"attrs":1241},{"color":12},{"type":777,"content":1243},[1244],{"type":18,"content":1245},[1246,1252,1257,1266],{"text":1247,"type":22,"marks":1248},"Option 2: Give each financial advisor a role.",[1249,1250],{"type":38},{"type":129,"attrs":1251},{"color":12},{"text":1253,"type":22,"marks":1254}," For example, you might have one for tax optimization, one for retirement and ",[1255],{"type":129,"attrs":1256},{"color":12},{"text":1258,"type":22,"marks":1259},"estate planning",[1260,1263,1265],{"type":31,"attrs":1261},{"href":1262,"uuid":34,"anchor":34,"target":825,"linktype":36},"https://www.unbiased.com/discover/retirement/what-is-estate-planning",{"type":129,"attrs":1264},{"color":12},{"type":829},{"text":1267,"type":22,"marks":1268},", and another for investments. Communicate clearly what each advisor's role is to eliminate overlap. ",[1269],{"type":129,"attrs":1270},{"color":12},{"type":777,"content":1272},[1273],{"type":18,"content":1274},[1275,1281,1286,1295],{"text":1276,"type":22,"marks":1277},"Option 3: Divide your assets between advisors.",[1278,1279],{"type":38},{"type":129,"attrs":1280},{"color":12},{"text":1282,"type":22,"marks":1283}," If you want to spread your assets among different advisors, it is possible, though neither advisor will like it, and you might see a more inconsistent financial plan. Be aware that ",[1284],{"type":129,"attrs":1285},{"color":12},{"text":1287,"type":22,"marks":1288},"financial advisor fees",[1289,1292,1294],{"type":31,"attrs":1290},{"href":1291,"uuid":34,"anchor":34,"target":825,"linktype":36},"https://www.unbiased.com/discover/financial-advice/how-does-a-financial-advisor-get-paid",{"type":129,"attrs":1293},{"color":12},{"type":829},{"text":1296,"type":22,"marks":1297}," are usually lower when you have higher assets with one firm. You’ll also want to make sure both firms are following through with your financial plan.  ",[1298],{"type":129,"attrs":1299},{"color":12},{"type":764,"attrs":1301,"content":1302},{"level":766},[1303],{"text":1304,"type":22,"marks":1305},"Should you have multiple financial advisors?  ",[1306],{"type":129,"attrs":1307},{"color":12},{"type":18,"content":1309},[1310],{"text":1311,"type":22,"marks":1312},"Deciding to hire another financial advisor comes down to your financial goals. If another financial advisor can help you meet those goals, you’ll want to consider hiring more than one.  ",[1313],{"type":129,"attrs":1314},{"color":12},{"type":18,"content":1316},[1317],{"text":1318,"type":22,"marks":1319},"Your current advisor may recommend another advisor for more specialized financial planning. It may be more detailed tax planning or specialized planning for a disabled child. You’ll naturally want to find someone with more knowledge and resources to help you.  ",[1320],{"type":129,"attrs":1321},{"color":12},{"type":18,"content":1323},[1324,1329,1338],{"text":1325,"type":22,"marks":1326},"To hire one, you may want to ask ",[1327],{"type":129,"attrs":1328},{"color":12},{"text":1330,"type":22,"marks":1331},"prospective financial advisors",[1332,1335,1337],{"type":31,"attrs":1333},{"href":1334,"uuid":34,"anchor":34,"target":825,"linktype":36},"https://www.unbiased.com/discover/financial-advice/questions-ask-financial-advisor",{"type":129,"attrs":1336},{"color":12},{"type":829},{"text":1339,"type":22,"marks":1340}," these questions.  ",[1341],{"type":129,"attrs":1342},{"color":12},{"type":764,"attrs":1344,"content":1345},{"level":766},[1346],{"text":1347,"type":22,"marks":1348},"Get expert financial advice ",[1349],{"type":129,"attrs":1350},{"color":12},{"type":18,"content":1352},[1353],{"text":1354,"type":22,"marks":1355},"Utilizing the expertise of multiple financial advisors is a smart way to manage your finances. You’ll want experts in their respective fields to be well-versed in taxes, retirement, estate planning, or any other financial situation you have. However, if the different advisors aren’t on the same page, it can create confusion and pull you further away from your financial goals.   ",[1356],{"type":129,"attrs":1357},{"color":12},{"type":18,"content":1359},[1360],{"text":1361,"type":22,"marks":1362},"Unbiased has a roster of financial advisors who specialize in different areas of personal finance. If you’re looking for a good advisor, Unbiased can quickly match you to one who meets your needs. ",[1363],{"type":129,"attrs":1364},{"color":12},{"type":18,"content":1366},[1367,1376,1382],{"text":1368,"type":22,"marks":1369},"Get started here",[1370,1372,1373,1375],{"type":31,"attrs":1371},{"href":824,"uuid":34,"anchor":34,"target":825,"linktype":36},{"type":38},{"type":129,"attrs":1374},{"color":12},{"type":829},{"text":1377,"type":22,"marks":1378},". ",[1379,1380],{"type":38},{"type":129,"attrs":1381},{"color":12},{"text":1064,"type":22,"marks":1383},[1384],{"type":129,"attrs":1385},{"color":12},"article-rich-text",[1388],{"_uid":1389,"image":1390,"title":1395,"subtitle":12,"component":1409,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1391,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1392,"copyright":12,"fieldtype":1393,"meta_data":1394,"is_external_url":543},21299602,"https://a.storyblok.com/f/185166/2490x1660/a0de7d5bb2/should-you-have-more-than-one-financial-advisor.webp","asset",{},{"type":15,"content":1396},[1397],{"type":18,"content":1398},[1399,1401,1407],{"text":1400,"type":22},"Should you have ",{"text":1402,"type":22,"marks":1403},"more than one financial advisor",[1404],{"type":25,"attrs":1405},{"class":1406},"primary-gradient",{"text":1408,"type":22},"?","app-hero",{"name":1411,"created_at":1412,"published_at":1413,"updated_at":1414,"id":1415,"uuid":1416,"content":1417,"slug":1428,"full_slug":1429,"sort_by_date":34,"position":1430,"tag_list":1431,"is_startpage":543,"parent_id":1432,"meta_data":34,"group_id":1433,"first_published_at":1434,"release_id":34,"lang":730,"path":34,"alternates":1435,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Alene Laney","2025-01-10T11:20:16.824Z","2025-07-31T11:31:28.400Z","2025-07-31T11:31:28.412Z",607140568,"fa11c784-d733-4cc0-a8ec-90a90154b805",{"job":1418,"_uid":1419,"name":1411,"image":1420,"component":1424,"education":1425,"expertise":1426,"description":1427},"Content Writer","a6e3129c-eeee-4438-8204-797883981521",{"id":1421,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1422,"copyright":12,"fieldtype":1393,"meta_data":1423,"is_external_url":543},19801386,"https://a.storyblok.com/f/185166/1986x1986/48279a1e44/alene-laney.jpg",{},"article-author","University of Utah, BA in English Literature & History ","Laney has more than 10 years of experience in media, including newsprint, public relations, marketing, and SEO content writing. \nHer work has been featured in national publications such as The Wall Street Journal, Fox Business, SoFi, Credible, and others.","Alene Laney is an award-winning journalist for Unbiased, where she breaks down financial topics related to retirement, investing, and banking. \n\nShe specializes in helping readers make the best decisions for their money with long-form content for brands and consumer publications.","alene-laney","authors/alene-laney",-20,[],224651374,"e2751bd8-55e4-46e9-94e4-ccce2929794c","2025-01-10T11:21:18.666Z",[],[1437],{"_uid":1438,"body":1439,"title":1456,"component":1457},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[1440,1444,1448,1452],{"_uid":1441,"href":1442,"text":1443,"component":542,"openInNewWindow":558},"624dd9b0-e682-4fd3-be1a-d2c251c25c7d","https://www.unbiased.com/discover/financial-advice/best-financial-advisor","Best financial advisors",{"_uid":1445,"href":1446,"text":1447,"component":542,"openInNewWindow":558},"d28cbea6-1c5b-4067-bdcc-085ceed201cf","https://www.unbiased.com/discover/financial-advice/treasury-partners-financial-advisors","Treasury Partners financial advisors",{"_uid":1449,"href":1450,"text":1451,"component":542,"openInNewWindow":558},"b2e0971a-3452-4ecd-8af6-7400a7e72507","https://www.unbiased.com/discover/financial-advice/mariner-wealth-advisors-review","Mariner Wealth Advisors review",{"_uid":1453,"href":1454,"text":1455,"component":542,"openInNewWindow":558},"6e82bd88-2604-4623-9b53-446f3b1517e6","https://www.unbiased.com/discover/financial-advice/wells-fargo-advisors-review","Wells Fargo Advisors review","Related articles","app-links-list",{"_uid":1459,"title":1460,"plugin":1461,"og_image":12,"og_title":12,"description":1462,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"8494665a-af3d-4c3c-9f9c-2989dfd2b608","Should you have more than one financial advisor? ","seo_metatags","Financial advisors have different expertise and offerings. If your financial plan can’t be met with one advisor, you may want to hire another with expertise to optimize your financial picture. Here’s what you need to know.  ","app-article",[],[],"Different financial advisors can offer expertise in different areas. You may need more than one to meet your needs.",[],"should-you-have-more-than-one-financial-advisor","discover/financial-advice/should-you-have-more-than-one-financial-advisor",-4220,[],365590167,"ff7ea658-a18a-4edc-b669-b01d87f3b205","2025-03-10T14:01:48.935Z",[],{"left":727,"top":727,"width":1477,"height":1477,"rotate":727,"vFlip":543,"hFlip":543,"body":1478},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[1480,1483,1484],{"title":1481,"exact":558,"href":1482},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":1485,"disabled":558},"/discover/financial-advice/should-you-have-more-than-one-financial-advisor",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1487},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777453547760]