Now that you've explored advisor profiles on AdvisorCheck, you're ready to take the next step: evaluating and selecting the best financial advisor for your needs. Our platform provides powerful tools to make this process simple and effective.
Top 3 Things to Review on an Advisor’s Profile
When evaluating advisors, focus on these three critical elements:
Credentials & Experience – Does the advisor have the right qualifications and years of experience to meet your financial needs?
Disclosures – Are there any past regulatory issues or disciplinary actions that could impact your decision?
Fee Structure & Fiduciary Status – How is the advisor compensated, and are they required to act in your best interest?
Use the Compare Tool to Make Informed Decisions
Narrowed your selection down to a few top choices? AdvisorCheck’s Compare Tool allows you to directly compare multiple financial advisors side by side. Select up to three advisors from a search or your Saved Advisors list and easily see their key factors such as credentials, experience, disclosures, and fee structures all in one view.
Key Questions to Ask When Meeting a Financial Advisor
Once you've narrowed down your options, it's time to meet with potential advisors. Consider asking:
What is your investment philosophy, and how do you tailor plans to individual clients?
Are you a fiduciary, and how are you compensated?
What types of clients do you typically work with?
How do you communicate with clients, and how often?
What to Expect & How to Prepare for Your First Meeting
In your initial meeting, advisors will typically ask for an overview of your financial situation, goals, and risk tolerance. To get the most out of this conversation, gather essential documents such as:
A list of your assets, debts, and income sources
Recent tax returns
Investment and retirement account statements
Engage Directly with Advisors Using AdvisorCheck
Our Ask a Question tool allows you to reach out to advisors directly with specific inquiries before setting up a meeting. When you're ready, use the Request a Meeting feature to take the next step toward securing expert financial guidance. Note that these features are only available for advisors who have claimed their profile.
Start evaluating your options today and take control of your financial future.
