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Questions to Ask a Financial Advisor Before You Hire

The Complete Guide to Finding the Right Advisor Before You Hire With Practical Explanations Why Each Question is Important

By completing this checklist, you will:

Find out if your financial advisor is required by law to put your interests first

Learn if your advisor is just a salesperson or an experienced expert.

Better understand the different types of financial advisors.

Find a financial advisor who specializes in  your area of need.

How to tactfully determine the financial advisor's compensation model and identify potential conflicts of interest.

Should you go with a "big name" firm or hire a boutique firm?

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TV ads may talk about your hopes and dreams, but ultimately salespeople focus almost exclusively on getting you to purchase their products.

 

When it comes to your finances, the situation is the same. Many financial services professionals are paid by your buying their insurance and investment products.

Your financial situation is complex; a true financial advisor will analyze your current condition, make prudent recommendations and support you along the way.

What Will You Learn in This Guide?

The Financial Advisor Comparison Tool is a thorough questionnaire you can use to evaluate a financial advisor.

 

The questions and popular answer key will help you make an informed decision based on the responses a financial advisor provides.

Frequently Asked Questions (FAQs)

Why do I need to fill out the information requested?


We will always keep your personal information safe. We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the Covenant Wealth Advisors site to your needs; (b) send our free retirement and investing insights newsletter 1-2 times per month. You can read more about our privacy policy here.

Is this really free?

Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have financial questions!

Get started with your free financial advisor questions guide.

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