Choosing an adviser you can trust to guide you throughout your financial life is one of the most important decisions you’ll have to make. This checklist provides the key questions you need to ask. Use it to help make your search easier by comparing adviser services, fees and expertise.
Some of the questions everyone should ask a financial adviser:
- Are you a fiduciary?
- Do you provide both financial planning and investment management?
- Will I be served by a dedicated adviser or a call center?