Top Questions to Ask a Financial Advisor

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If you’re unsure what to do with your own investment portfolio, hiring a financial advisor may help you sleep easier at night.

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To find the right financial advisor for you, it’s important to interview multiple financial advisors and ask the right questions, especially if it’s your first meeting. Here are the top 7 questions you should be asking before picking a financial advisor.

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Will You Put My Interests First?

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How Do You Get Paid?

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What Services Do You Provide?

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What Is Your Investment Philosophy?

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Always look at an advisor’s career history to see if they have other finance-related experience or professional certifications that will benefit you.

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Top Questions to Ask a Financial Advisor

If you’re unsure what to do with your own investment portfolio, hiring a financial advisor may help you sleep easier at night.

To find the right financial advisor for you, it’s important to interview multiple financial advisors and ask the right questions, especially if it’s your first meeting. Here are the top 7 questions you should be asking before picking a financial advisor.

Will You Put My Interests First?

Financial advisors who have earned the Certified Financial Planner (CFP) designation agree to always act in their client’s best interests.

How Do You Get Paid?

There are many ways that financial advisors are paid, and they should be honest about those fees and what you will need to pay.

What Services Do You Provide?

Before you decide to hire, it’s essential to understand what specific services you need to be performed.

What Is Your Investment Philosophy?

Ask your advisor if they prefer one specific investment style or one type of investment. The ideal advisor should not take a one size fits all approach, as some investment styles may work well for some individuals but not so well for others.

Always look at an advisor’s career history to see if they have other finance-related experience or professional certifications that will benefit you.

What Experience Do You Have?

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