15 Must Questions to Ask A Financial Advisor Before Hiring One

As you begin accumulating wealth, planning your finances, and investing — you might consider hiring a financial advisor for help. 

A financial financial advisor is a professional who suggests, manages and helps make decisions for you based on your current financial situations.

What is a Financial Advisor?

1. Are you a fiduciary? 

What Questions Should I Ask My Financial Advisor?

2. What credentials do you have currently? 

3. How are you paid for your services?

4. Do you get paid beyond your clients?

What Questions Should I Ask My Financial Advisor?

5. What are all the financial services you offer?

6. What’s your investment philosophy? 

What Questions Should I Ask My Financial Advisor?

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