What Questions Should I Ask My Financial Advisor?

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

What is a Financial Advisor?

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

What do financial advisors do?

Financial advisors can cover a wide range of services that will typically entail your investments and assets, any debts, help with your current goals, and make suggestions to help you meet those goals.

What Questions Should I Ask My Financial Advisor?

Most financial advisors are required to follow fiduciary standards, but you have to ask them and do the research to ensure they are. 

1. Are you a fiduciary? 

What Questions Should I Ask My Financial Advisor?

The Financial Industry Regulatory Authority’s professional designations database has all the info you need about all the various titles, qualifications and more.

2. What credentials do you have currently? 

What Questions Should I Ask My Financial Advisor?

Financial advisors can charge for their services in different ways, but it’s important you ask and understand any fees involved. 

3. How are you paid for your services?

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