Selecting a Financial Planning Advisor or Investment Adviser

Preparing to interview a financial planner or investment advisor

When selecting an advisor, there are no absolutes about the evaluation of his services. The best approach is to talk to multiple candidates, check carefully their backgrounds and references, and always maintain your objectivity and a healthy skepticism.

Questions to ask when hiring an investment advisor - Part 1 - Background and training

This article provides potential advisor screening questions about his education, training, work experience, licenses, certifications, and integrity.

Questions to ask when hiring an investment advisor - Part 2 - Fees and contracts

This article provides potential advisor screening questions about his compensation methods, fees, and contract.

Questions to ask when hiring an investment advisor - Part 3 - Services and references

This article provides potential advisor screening questions about his planning principles and philosophies, group practices, privacy, and references.