{"id":838,"date":"2026-09-09T14:30:48","date_gmt":"2026-09-09T14:30:48","guid":{"rendered":"https:\/\/mazuelosco.com\/?page_id=838"},"modified":"2026-09-15T14:23:14","modified_gmt":"2026-09-15T14:23:14","slug":"choosing-a-financial-advisor","status":"publish","type":"page","link":"https:\/\/mazuelosco.com\/es\/choosing-a-financial-advisor\/","title":{"rendered":"How to Choose a Financial Advisor"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"838\" class=\"elementor elementor-838\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-165e8f0 e-con-boxed e-flex e-con e-parent\" data-id=\"165e8f0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-45c735f elementor-widget elementor-widget-heading\" data-id=\"45c735f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">MAZUELOS &amp; COMPANY WEALTH MANAGEMENT<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f507d15f elementor-widget elementor-widget-heading\" data-id=\"f507d15f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">How to Choose a Financial Advisor<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6335f2e elementor-align-center elementor-widget elementor-widget-button\" data-id=\"6335f2e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/es\/contact-us\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Empecemos<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6e47f7b e-con-boxed e-flex e-con e-parent\" data-id=\"6e47f7b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-f4b421f e-con-full e-flex e-con e-child\" data-id=\"f4b421f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fd4da05 elementor-widget elementor-widget-heading\" data-id=\"fd4da05\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">QUESTIONS AND ANSWERS<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32a5ce93 elementor-widget elementor-widget-heading\" data-id=\"32a5ce93\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Choosing a Financial Advisor Questions and Answers<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6b0f95b e-con-full e-flex e-con e-child\" data-id=\"6b0f95b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5c48b689 elementor-widget elementor-widget-heading\" data-id=\"5c48b689\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">What does a fiduciary financial advisor do?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b9e1ecb1 elementor-widget elementor-widget-text-editor\" data-id=\"b9e1ecb1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A fiduciary financial advisor must put the client\u2019s interests first when giving financial advice. In plain English, that means the advisor should recommend what is best for the client, explain material conflicts, and use care and professional judgment rather than steering the client toward what pays the firm more. \u201cFiduciary\u201d is not a substitute for due diligence. Consumers should still review Form CRS, Form ADV, compensation, and disciplinary history.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-59ee86f e-con-full e-flex e-con e-child\" data-id=\"59ee86f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f2ce2c07 elementor-widget elementor-widget-heading\" data-id=\"f2ce2c07\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">How is a financial advisor different from a broker?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b60054ec elementor-widget elementor-widget-text-editor\" data-id=\"b60054ec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A financial advisor is generally in the business of providing investment advice for compensation, often with ongoing portfolio monitoring and planning services. A broker typically effects securities transactions and may be paid differently. For consumers, the practical takeaway is simple: do not assume the service model, fee model, or standard of conduct are the same. Read the relationship summary and ask how the professional is paid, what services are included, and what conflicts may affect recommendations. Some firms are dual registrants or offer both advisory and brokerage services.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e2d6f98 e-con-full e-flex e-con e-child\" data-id=\"e2d6f98\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7c28e9e0 elementor-widget elementor-widget-heading\" data-id=\"7c28e9e0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">What should I ask before hiring a financial advisor?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9b99503c elementor-widget elementor-widget-text-editor\" data-id=\"9b99503c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Start with the questions regulators already tell investors to ask: What are your services; how do fees work; what conflicts affect you; what experience and qualifications do you have; and do you have disciplinary history. Those questions screen for the issues that matter most in real life: cost, conflicts, competence, and trustworthiness. A good advisor should answer clearly and in plain language, not with jargon or evasive disclosures. It is also wise to verify the advisor and the firm through Investor.gov, which has a free search tool rather than relying only on the advisor\u2019s own website.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c5e0787 e-con-boxed e-flex e-con e-parent\" data-id=\"c5e0787\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2ec7265 e-con-full e-flex e-con e-child\" data-id=\"2ec7265\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-70ef6396 elementor-widget elementor-widget-heading\" data-id=\"70ef6396\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Construyamos Tu Futuro Juntos<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-58d25cd0 elementor-widget elementor-widget-text-editor\" data-id=\"58d25cd0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>En Mazuelos &amp; Company Wealth Management, entendemos que cada cliente es \u00fanico, al igual que su trayectoria financiera. Ya sea que est\u00e9s planificando la jubilaci\u00f3n, haciendo crecer tu patrimonio o asegurando tu legado, estamos aqu\u00ed para guiarte en cada paso del camino.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fee6ecff elementor-align-center elementor-widget elementor-widget-button\" data-id=\"fee6ecff\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/es\/contact-us\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Cont\u00e1ctanos<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c48f75f e-con-boxed e-flex e-con e-parent\" data-id=\"c48f75f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a4948be1 elementor-widget elementor-widget-heading\" data-id=\"a4948be1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our Services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-99852de e-con-full e-flex e-con e-child\" data-id=\"99852de\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-d88b077 e-con-full e-flex e-con e-child\" data-id=\"d88b077\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f2e0898 elementor-widget elementor-widget-image\" data-id=\"f2e0898\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/mazuelosco.com\/wp-content\/uploads\/elementor\/thumbs\/financial-planning-r06hquvkd7eusj0s5payd17vsmkjarlifo5bi7lpy8.webp\" title=\"Wealth Distribution Services Tailored to Your Goals.\" alt=\"Couple planning wealth distribution strategies.\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-838a3fc elementor-widget elementor-widget-heading\" data-id=\"838a3fc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Retirement Planning<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-452cadb elementor-align-center elementor-widget elementor-widget-button\" data-id=\"452cadb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/es\/services\/retirement-planning\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ab73524 e-con-full e-flex e-con e-child\" data-id=\"ab73524\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8d13713 elementor-widget elementor-widget-image\" data-id=\"8d13713\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/mazuelosco.com\/wp-content\/uploads\/elementor\/thumbs\/454406190_982015063934098_4004112546579857934_n-r06hquvkd7eusj0s5payd17vsmkjarlifo5bi7lpy8.webp\" title=\"Wealth Management Services Focused on Wealth Preservation\" alt=\"Man nearing retirement planning wealth preservation strategies.\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3671766 elementor-widget elementor-widget-heading\" data-id=\"3671766\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Tax Planning<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-01671fe elementor-align-center elementor-widget elementor-widget-button\" data-id=\"01671fe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/es\/services\/tax-planning\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fd41c09 e-con-full e-flex e-con e-child\" data-id=\"fd41c09\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-91eb107 elementor-widget elementor-widget-image\" data-id=\"91eb107\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/mazuelosco.com\/wp-content\/uploads\/elementor\/thumbs\/gettyimages-1420697156-2048x2048-1-e1734022835652-r06hquvkd7eusj0s5payd17vsmkjarlifo5bi7lpy8.webp\" title=\"Wealth Accumulation Services for Ambitious Professionals\" alt=\"Young woman strategizing her wealth accumulation with a financial expert.\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d1d5c4c elementor-widget elementor-widget-heading\" data-id=\"d1d5c4c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Investment Management<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c3d47e elementor-align-center elementor-widget elementor-widget-button\" data-id=\"4c3d47e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/es\/services\/investment-management\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c54a678 e-con-full e-flex e-con e-child\" data-id=\"c54a678\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c47b641 elementor-widget elementor-widget-image\" data-id=\"c47b641\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/mazuelosco.com\/wp-content\/uploads\/elementor\/thumbs\/family-r06hquvkd7eusj0s5payd17vsmkjarlifo5bi7lpy8.webp\" title=\"Wealth Transfer Planning Services for Families and Future Generations.\" alt=\"Family with grandchildren receiving guidance on wealth transfer strategies.\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b118a3a elementor-widget elementor-widget-heading\" data-id=\"b118a3a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Estate Planning<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f1803b2 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"f1803b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/es\/services\/estate-planning\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-df5c6cd4 elementor-widget elementor-widget-text-editor\" data-id=\"df5c6cd4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><a href=\"\/es\/services\/\">Our Services<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d55b093 e-con-boxed e-flex e-con e-parent\" data-id=\"d55b093\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-65de935 e-con-full e-flex e-con e-child\" data-id=\"65de935\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c672ca0a elementor-widget elementor-widget-heading\" data-id=\"c672ca0a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Disclosures<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-44be5e67 elementor-widget elementor-widget-text-editor\" data-id=\"44be5e67\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The information presented in these questions and answers is provided for general educational and informational purposes only and does not constitute personalized investment, legal, accounting, or tax advice. The figures cited reflect federal rules and limits for tax year 2026, are subject to change, and may not apply to your situation; state rules vary. Nothing on this page should be interpreted as a recommendation to buy or sell any security or to adopt any particular strategy. All investing involves risk, including the possible loss of principal, and past performance does not guarantee future results. Diversification and asset allocation do not ensure a profit or protect against loss. Mazuelos &amp; Company Wealth Management is a registered investment adviser; registration does not imply a certain level of skill or training. Before acting on any information presented here, you should consult a qualified financial, tax, or legal professional regarding your specific circumstances. Additional information about the firm, including its Form ADV is available at adviserinfo.sec.gov.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-838","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Choose a Financial Advisor | Mazuelos &amp; Company<\/title>\n<meta name=\"description\" content=\"Answers on what a fiduciary financial advisor does, how advisors differ from brokers, and what to ask before hiring one. Fort Lauderdale, FL.\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Choose a Financial Advisor | Mazuelos &amp; Company\" \/>\n<meta property=\"og:description\" content=\"Answers on what a fiduciary financial advisor does, how advisors differ from brokers, and what to ask before hiring one. Fort Lauderdale, FL.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/mazuelosco.com\/es\/choosing-a-financial-advisor\/\" \/>\n<meta property=\"og:site_name\" content=\"Mazuelos And Company Wealth Management\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-15T14:23:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/mazuelosco.com\/wp-content\/uploads\/2024\/11\/MCo-Logo-Transparent-Blue.png\" \/>\n\t<meta property=\"og:image:width\" content=\"3300\" \/>\n\t<meta property=\"og:image:height\" content=\"1103\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/mazuelosco.com\\\/choosing-a-financial-advisor\\\/\",\"url\":\"https:\\\/\\\/mazuelosco.com\\\/choosing-a-financial-advisor\\\/\",\"name\":\"How to Choose a Financial Advisor | Mazuelos & Company\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/mazuelosco.com\\\/#website\"},\"datePublished\":\"2026-09-09T14:30:48+00:00\",\"dateModified\":\"2026-09-15T14:23:14+00:00\",\"description\":\"Answers on what a fiduciary financial advisor does, how advisors differ from brokers, and what to ask before hiring one. Fort Lauderdale, FL.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/mazuelosco.com\\\/choosing-a-financial-advisor\\\/#breadcrumb\"},\"inLanguage\":\"es-CO\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/mazuelosco.com\\\/choosing-a-financial-advisor\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/mazuelosco.com\\\/choosing-a-financial-advisor\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/mazuelosco.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Choose a Financial Advisor\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/mazuelosco.com\\\/#website\",\"url\":\"https:\\\/\\\/mazuelosco.com\\\/\",\"name\":\"Mazuelos And Company Wealth Management\",\"description\":\"Empowering Your Financial Future with Integrity and Expertise\",\"publisher\":{\"@id\":\"https:\\\/\\\/mazuelosco.com\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/mazuelosco.com\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"es-CO\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/mazuelosco.com\\\/#organization\",\"name\":\"Mazuelos And Company Wealth Management\",\"url\":\"https:\\\/\\\/mazuelosco.com\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"es-CO\",\"@id\":\"https:\\\/\\\/mazuelosco.com\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/mazuelosco.com\\\/wp-content\\\/uploads\\\/2024\\\/11\\\/MCo-Logo-Transparent-Blue.png\",\"contentUrl\":\"https:\\\/\\\/mazuelosco.com\\\/wp-content\\\/uploads\\\/2024\\\/11\\\/MCo-Logo-Transparent-Blue.png\",\"width\":3300,\"height\":1103,\"caption\":\"Mazuelos And Company Wealth Management\"},\"image\":{\"@id\":\"https:\\\/\\\/mazuelosco.com\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"telephone\":\"+1-954-695-8880\",\"email\":\"robert@mazuelosco.com\",\"description\":\"Mazuelos & Company is a registered investment adviser based in Fort Lauderdale, Florida. Registration with the SEC or any state securities authority does not imply a certain level of skill or training.\",\"disambiguatingDescription\":\"Fee-only registered investment adviser serving Fort Lauderdale and Broward County, Florida. Compensation is a percentage of assets under management. The firm accepts no commissions, referral fees or revenue sharing.\",\"areaServed\":[{\"@type\":\"City\",\"name\":\"Fort Lauderdale\"},{\"@type\":\"AdministrativeArea\",\"name\":\"Broward County\"}],\"identifier\":{\"@type\":\"PropertyValue\",\"propertyID\":\"CRD\",\"value\":\"316534\"},\"sameAs\":[\"https:\\\/\\\/adviserinfo.sec.gov\\\/firm\\\/summary\\\/316534\"],\"knowsAbout\":[\"Tax Planning\",\"Retirement Planning\",\"Investment Management\",\"Estate Planning\"],\"founder\":{\"@type\":\"Person\",\"name\":\"Robert Mazuelos\",\"jobTitle\":\"Managing Director\",\"url\":\"https:\\\/\\\/mazuelosco.com\\\/about-us\\\/\",\"sameAs\":[\"https:\\\/\\\/www.linkedin.com\\\/in\\\/robertmazuelos\\\/\"]}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Choose a Financial Advisor | Mazuelos & Company","description":"Answers on what a fiduciary financial advisor does, how advisors differ from brokers, and what to ask before hiring one. Fort Lauderdale, FL.","robots":{"index":"noindex","follow":"follow"},"og_locale":"es_ES","og_type":"article","og_title":"How to Choose a Financial Advisor | Mazuelos & Company","og_description":"Answers on what a fiduciary financial advisor does, how advisors differ from brokers, and what to ask before hiring one. Fort Lauderdale, FL.","og_url":"https:\/\/mazuelosco.com\/es\/choosing-a-financial-advisor\/","og_site_name":"Mazuelos And Company Wealth Management","article_modified_time":"2026-09-15T14:23:14+00:00","og_image":[{"width":3300,"height":1103,"url":"https:\/\/mazuelosco.com\/wp-content\/uploads\/2024\/11\/MCo-Logo-Transparent-Blue.png","type":"image\/png"}],"twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/mazuelosco.com\/choosing-a-financial-advisor\/","url":"https:\/\/mazuelosco.com\/choosing-a-financial-advisor\/","name":"How to Choose a Financial Advisor | Mazuelos & Company","isPartOf":{"@id":"https:\/\/mazuelosco.com\/#website"},"datePublished":"2026-09-09T14:30:48+00:00","dateModified":"2026-09-15T14:23:14+00:00","description":"Answers on what a fiduciary financial advisor does, how advisors differ from brokers, and what to ask before hiring one. Fort Lauderdale, FL.","breadcrumb":{"@id":"https:\/\/mazuelosco.com\/choosing-a-financial-advisor\/#breadcrumb"},"inLanguage":"es-CO","potentialAction":[{"@type":"ReadAction","target":["https:\/\/mazuelosco.com\/choosing-a-financial-advisor\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/mazuelosco.com\/choosing-a-financial-advisor\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/mazuelosco.com\/"},{"@type":"ListItem","position":2,"name":"How to Choose a Financial Advisor"}]},{"@type":"WebSite","@id":"https:\/\/mazuelosco.com\/#website","url":"https:\/\/mazuelosco.com\/","name":"MAZUELOS AND COMPANY WEALTH MANAGEMENT","description":"Empowering Your Financial Future with Integrity and Expertise","publisher":{"@id":"https:\/\/mazuelosco.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/mazuelosco.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"es-CO"},{"@type":"Organization","@id":"https:\/\/mazuelosco.com\/#organization","name":"MAZUELOS AND COMPANY WEALTH MANAGEMENT","url":"https:\/\/mazuelosco.com\/","logo":{"@type":"ImageObject","inLanguage":"es-CO","@id":"https:\/\/mazuelosco.com\/#\/schema\/logo\/image\/","url":"https:\/\/mazuelosco.com\/wp-content\/uploads\/2024\/11\/MCo-Logo-Transparent-Blue.png","contentUrl":"https:\/\/mazuelosco.com\/wp-content\/uploads\/2024\/11\/MCo-Logo-Transparent-Blue.png","width":3300,"height":1103,"caption":"Mazuelos And Company Wealth Management"},"image":{"@id":"https:\/\/mazuelosco.com\/#\/schema\/logo\/image\/"},"telephone":"+1-954-695-8880","email":"robert@mazuelosco.com","description":"Mazuelos & Company is a registered investment adviser based in Fort Lauderdale, Florida. Registration with the SEC or any state securities authority does not imply a certain level of skill or training.","disambiguatingDescription":"Fee-only registered investment adviser serving Fort Lauderdale and Broward County, Florida. Compensation is a percentage of assets under management. The firm accepts no commissions, referral fees or revenue sharing.","areaServed":[{"@type":"City","name":"Fort Lauderdale"},{"@type":"AdministrativeArea","name":"Broward County"}],"identifier":{"@type":"PropertyValue","propertyID":"CRD","value":"316534"},"sameAs":["https:\/\/adviserinfo.sec.gov\/firm\/summary\/316534"],"knowsAbout":["Tax Planning","Retirement Planning","Investment Management","Estate Planning"],"founder":{"@type":"Person","name":"Robert Mazuelos","jobTitle":"Managing Director","url":"https:\/\/mazuelosco.com\/about-us\/","sameAs":["https:\/\/www.linkedin.com\/in\/robertmazuelos\/"]}}]}},"_links":{"self":[{"href":"https:\/\/mazuelosco.com\/es\/wp-json\/wp\/v2\/pages\/838","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mazuelosco.com\/es\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/mazuelosco.com\/es\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/mazuelosco.com\/es\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/mazuelosco.com\/es\/wp-json\/wp\/v2\/comments?post=838"}],"version-history":[{"count":1,"href":"https:\/\/mazuelosco.com\/es\/wp-json\/wp\/v2\/pages\/838\/revisions"}],"predecessor-version":[{"id":843,"href":"https:\/\/mazuelosco.com\/es\/wp-json\/wp\/v2\/pages\/838\/revisions\/843"}],"wp:attachment":[{"href":"https:\/\/mazuelosco.com\/es\/wp-json\/wp\/v2\/media?parent=838"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}