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Asking which services they offer or specialize in can help you ",[906],{"type":129,"attrs":907},{"color":12},{"text":909,"type":22,"marks":910},"determine if they’re a good fit",[911,914,916],{"type":31,"attrs":912},{"href":913,"uuid":34,"anchor":34,"target":823,"linktype":36},"https://www.unbiased.com/discover/financial-advice/how-to-choose-the-right-financial-advisor",{"type":129,"attrs":915},{"color":12},{"type":827},{"text":918,"type":22,"marks":919}," for your needs.  ",[920],{"type":129,"attrs":921},{"color":12},{"type":18,"attrs":923,"content":924},{"textAlign":34},[925,931],{"text":926,"type":22,"marks":927},"2) How much do your services cost?",[928,930],{"type":129,"attrs":929},{"color":12},{"type":38},{"text":774,"type":22,"marks":932},[933],{"type":129,"attrs":934},{"color":12},{"type":18,"attrs":936,"content":937},{"textAlign":34},[938],{"text":939,"type":22,"marks":940},"Financial advisor costs also vary from firm to firm, as does the fee structure they follow. Ask about commissions, fee structures, asset under management (AUM) percentages, and any other relevant costs that you will incur for their services. ",[941],{"type":129,"attrs":942},{"color":12},{"type":18,"attrs":944,"content":945},{"textAlign":34},[946,952],{"text":947,"type":22,"marks":948},"4) Are you a fiduciary?",[949,951],{"type":129,"attrs":950},{"color":12},{"type":38},{"text":774,"type":22,"marks":953},[954],{"type":129,"attrs":955},{"color":12},{"type":18,"attrs":957,"content":958},{"textAlign":34},[959],{"text":960,"type":22,"marks":961},"Fiduciaries are legally compelled to act in their client’s best interest, whereas a financial advisor is a job title that anyone offering professional financial advice can hold. ",[962],{"type":129,"attrs":963},{"color":12},{"type":18,"attrs":965,"content":966},{"textAlign":34},[967,973],{"text":968,"type":22,"marks":969},"5) What will our working relationship be like?",[970,972],{"type":129,"attrs":971},{"color":12},{"type":38},{"text":774,"type":22,"marks":974},[975],{"type":129,"attrs":976},{"color":12},{"type":18,"attrs":978,"content":979},{"textAlign":34},[980],{"text":981,"type":22,"marks":982},"Some financial advisors offer personalized, ongoing guidance, whereas others provide their services on a once-off or impersonal basis. ",[983],{"type":129,"attrs":984},{"color":12},{"type":18,"attrs":986,"content":987},{"textAlign":34},[988,994],{"text":989,"type":22,"marks":990},"6) Who is your custodian?",[991,993],{"type":129,"attrs":992},{"color":12},{"type":38},{"text":774,"type":22,"marks":995},[996],{"type":129,"attrs":997},{"color":12},{"type":18,"attrs":999,"content":1000},{"textAlign":34},[1001],{"text":1002,"type":22,"marks":1003},"A financial advisor’s custodian is the bank that holds their client’s financial assets for safekeeping. You should choose a financial adviser whose custodian you trust with your finances.  ",[1004],{"type":129,"attrs":1005},{"color":12},{"type":18,"attrs":1007,"content":1008},{"textAlign":34},[1009,1015],{"text":1010,"type":22,"marks":1011},"7) How will you align my investment strategy with my financial goals?",[1012,1014],{"type":129,"attrs":1013},{"color":12},{"type":38},{"text":774,"type":22,"marks":1016},[1017],{"type":129,"attrs":1018},{"color":12},{"type":18,"attrs":1020,"content":1021},{"textAlign":34},[1022],{"text":1023,"type":22,"marks":1024},"It is your prerogative to determine how your financial advisor intends to bring your financial goals to life. What strategies, philosophies, and practices do they follow?  ",[1025],{"type":129,"attrs":1026},{"color":12},{"type":18,"attrs":1028,"content":1029},{"textAlign":34},[1030,1036],{"text":1031,"type":22,"marks":1032},"8) How do you allocate assets?",[1033,1035],{"type":129,"attrs":1034},{"color":12},{"type":38},{"text":774,"type":22,"marks":1037},[1038],{"type":129,"attrs":1039},{"color":12},{"type":18,"attrs":1041,"content":1042},{"textAlign":34},[1043],{"text":1044,"type":22,"marks":1045},"Asset allocation is the process of implementing an investment strategy based on the risk-reward ratio. If your financial goals relate to investments of any kind, this is a key piece of information to obtain. ",[1046],{"type":129,"attrs":1047},{"color":12},{"type":18,"attrs":1049,"content":1050},{"textAlign":34},[1051,1057],{"text":1052,"type":22,"marks":1053},"9) What are your values and principles as an advisor?",[1054,1056],{"type":129,"attrs":1055},{"color":12},{"type":38},{"text":774,"type":22,"marks":1058},[1059],{"type":129,"attrs":1060},{"color":12},{"type":18,"attrs":1062,"content":1063},{"textAlign":34},[1064,1069,1078],{"text":1065,"type":22,"marks":1066},"You can tell good financial advisors by the principles and values that guide them as professionals. Honesty, client goal prioritization, ",[1067],{"type":129,"attrs":1068},{"color":12},{"text":1070,"type":22,"marks":1071},"risk rationality",[1072,1075,1077],{"type":31,"attrs":1073},{"href":1074,"uuid":34,"anchor":34,"target":823,"linktype":36},"https://www.unbiased.com/discover/investing/investment-risk-vs-reward-whats-your-attitude",{"type":129,"attrs":1076},{"color":12},{"type":827},{"text":1079,"type":22,"marks":1080},", and maintaining a high level of industry knowledge are all indicators of a trustworthy advisor.  ",[1081],{"type":129,"attrs":1082},{"color":12},{"type":18,"attrs":1084,"content":1085},{"textAlign":34},[1086,1092],{"text":1087,"type":22,"marks":1088},"10) Who is your ideal client?",[1089,1091],{"type":129,"attrs":1090},{"color":12},{"type":38},{"text":774,"type":22,"marks":1093},[1094],{"type":129,"attrs":1095},{"color":12},{"type":18,"attrs":1097,"content":1098},{"textAlign":34},[1099],{"text":1100,"type":22,"marks":1101},"The closer you are to a financial advisor’s ideal client, the more adeptly they will be able to accommodate your needs.  ",[1102],{"type":129,"attrs":1103},{"color":12},{"type":18,"attrs":1105,"content":1106},{"textAlign":34},[1107,1113],{"text":1108,"type":22,"marks":1109},"11) What are my all-in costs?",[1110,1112],{"type":129,"attrs":1111},{"color":12},{"type":38},{"text":774,"type":22,"marks":1114},[1115],{"type":129,"attrs":1116},{"color":12},{"type":18,"attrs":1118,"content":1119},{"textAlign":34},[1120],{"text":1121,"type":22,"marks":1122},"All-in costs are the total costs of a financial transaction or business operation. You need to know what total costs you will be required to pay in exchange for access to your personal financial advisor’s services.  ",[1123],{"type":129,"attrs":1124},{"color":12},{"type":18,"attrs":1126,"content":1127},{"textAlign":34},[1128,1134],{"text":1129,"type":22,"marks":1130},"12) What benchmarks do you use?",[1131,1133],{"type":129,"attrs":1132},{"color":12},{"type":38},{"text":774,"type":22,"marks":1135},[1136],{"type":129,"attrs":1137},{"color":12},{"type":18,"attrs":1139,"content":1140},{"textAlign":34},[1141,1146,1155],{"text":1142,"type":22,"marks":1143},"Financial advisors use benchmarks to measure investment portfolio performance, such as the ",[1144],{"type":129,"attrs":1145},{"color":12},{"text":1147,"type":22,"marks":1148},"S&P 500 index",[1149,1152,1154],{"type":31,"attrs":1150},{"href":1151,"uuid":34,"anchor":34,"target":823,"linktype":36},"https://www.marketwatch.com/investing/index/spx",{"type":129,"attrs":1153},{"color":12},{"type":827},{"text":1156,"type":22,"marks":1157},".  ",[1158],{"type":129,"attrs":1159},{"color":12},{"type":18,"attrs":1161,"content":1162},{"textAlign":34},[1163,1169],{"text":1164,"type":22,"marks":1165},"13) If you’re not independent, can you look at products from across the market?",[1166,1168],{"type":129,"attrs":1167},{"color":12},{"type":38},{"text":774,"type":22,"marks":1170},[1171],{"type":129,"attrs":1172},{"color":12},{"type":18,"attrs":1174,"content":1175},{"textAlign":34},[1176],{"text":1177,"type":22,"marks":1178},"If you intend to invest in lateral industry products, the financial advisor you choose needs to be able to accommodate them.  ",[1179],{"type":129,"attrs":1180},{"color":12},{"type":18,"attrs":1182,"content":1183},{"textAlign":34},[1184,1190],{"text":1185,"type":22,"marks":1186},"14) Do you have many clients who are similar to me?",[1187,1189],{"type":129,"attrs":1188},{"color":12},{"type":38},{"text":774,"type":22,"marks":1191},[1192],{"type":129,"attrs":1193},{"color":12},{"type":18,"attrs":1195,"content":1196},{"textAlign":34},[1197],{"text":1198,"type":22,"marks":1199},"Identifying a financial advisor’s other typical clients can help you determine their priorities and areas of expertise.  ",[1200],{"type":129,"attrs":1201},{"color":12},{"type":18,"attrs":1203,"content":1204},{"textAlign":34},[1205,1211],{"text":1206,"type":22,"marks":1207},"15) How am I protected?",[1208,1210],{"type":129,"attrs":1209},{"color":12},{"type":38},{"text":774,"type":22,"marks":1212},[1213],{"type":129,"attrs":1214},{"color":12},{"type":18,"attrs":1216,"content":1217},{"textAlign":34},[1218],{"text":1219,"type":22,"marks":1220},"Good financial advisors will always offer comprehensive data and privacy protection services for their clients. Their answers to this question should be firm and assuring.  ",[1221],{"type":129,"attrs":1222},{"color":12},{"type":18,"attrs":1224,"content":1225},{"textAlign":34},[1226,1232],{"text":1227,"type":22,"marks":1228},"16) What is your net promoter score?",[1229,1231],{"type":129,"attrs":1230},{"color":12},{"type":38},{"text":774,"type":22,"marks":1233},[1234],{"type":129,"attrs":1235},{"color":12},{"type":18,"attrs":1237,"content":1238},{"textAlign":34},[1239],{"text":1240,"type":22,"marks":1241},"A net promoter score (NPS) is a market research metric that measures how likely a client is to recommend a firm or advisor to friends and family. The score system ranges from -100 to +100, making anything above 30-50 a very good score.  ",[1242],{"type":129,"attrs":1243},{"color":12},{"type":18,"attrs":1245,"content":1246},{"textAlign":34},[1247,1253],{"text":1248,"type":22,"marks":1249},"17) Are there any tax implications if I invest with you?",[1250,1252],{"type":129,"attrs":1251},{"color":12},{"type":38},{"text":774,"type":22,"marks":1254},[1255],{"type":129,"attrs":1256},{"color":12},{"type":18,"attrs":1258,"content":1259},{"textAlign":34},[1260],{"text":1261,"type":22,"marks":1262},"Soliciting financial advice from certain professionals or firms may qualify for tax deductions. Finding out which tax implications, if any, might apply to you is crucial.  ",[1263],{"type":129,"attrs":1264},{"color":12},{"type":18,"attrs":1266,"content":1267},{"textAlign":34},[1268,1274],{"text":1269,"type":22,"marks":1270},"18) How can external factors affect my money?",[1271,1273],{"type":129,"attrs":1272},{"color":12},{"type":38},{"text":774,"type":22,"marks":1275},[1276],{"type":129,"attrs":1277},{"color":12},{"type":18,"attrs":1279,"content":1280},{"textAlign":34},[1281],{"text":1282,"type":22,"marks":1283},"External factors such as economic conditions, inflation, and unemployment rates can all impact your investments. Your financial advisor's fees may also change. However, this should be explained up front.  ",[1284],{"type":129,"attrs":1285},{"color":12},{"type":18,"attrs":1287,"content":1288},{"textAlign":34},[1289,1295],{"text":1290,"type":22,"marks":1291},"19) How will we communicate, and how often?",[1292,1294],{"type":129,"attrs":1293},{"color":12},{"type":38},{"text":774,"type":22,"marks":1296},[1297],{"type":129,"attrs":1298},{"color":12},{"type":18,"attrs":1300,"content":1301},{"textAlign":34},[1302,1307,1321],{"text":1303,"type":22,"marks":1304},"Some financial advisors exclusively communicate remotely via digital platforms, while others offer flexible or in-person meetings. The ",[1305],{"type":129,"attrs":1306},{"color":12},{"text":1308,"type":22,"marks":1309},"frequency and length of communication",[1310,1319],{"type":31,"attrs":1311},{"href":1312,"uuid":1313,"anchor":34,"target":35,"linktype":74,"story":1314},"/discover/financial-advice/how-often-should-you-meet-with-your-financial-advisor","ad67bc88-c8cb-4089-9db3-1bec900b17bb",{"name":1315,"id":1316,"uuid":1313,"slug":1317,"url":1318,"full_slug":1318,"_stopResolving":558},"How often should you meet with your financial advisor",680058645,"how-often-should-you-meet-with-your-financial-advisor","discover/financial-advice/how-often-should-you-meet-with-your-financial-advisor",{"type":129,"attrs":1320},{"color":12},{"text":1322,"type":22,"marks":1323}," can also vary from advisor to advisor.  ",[1324],{"type":129,"attrs":1325},{"color":12},{"type":18,"attrs":1327,"content":1328},{"textAlign":34},[1329,1335],{"text":1330,"type":22,"marks":1331},"20) How will you track my financial progress?",[1332,1334],{"type":129,"attrs":1333},{"color":12},{"type":38},{"text":774,"type":22,"marks":1336},[1337],{"type":129,"attrs":1338},{"color":12},{"type":18,"attrs":1340,"content":1341},{"textAlign":34},[1342],{"text":1343,"type":22,"marks":1344},"While digital systems are most common for tracking financial services, it is still important to know how your personal financial advisor will measure and interpret your performance data over time.  ",[1345],{"type":129,"attrs":1346},{"color":12},{"type":764,"attrs":1348,"content":1349},{"level":766,"textAlign":34},[1350,1355],{"text":1351,"type":22,"marks":1352},"Get expert financial advice ",[1353],{"type":129,"attrs":1354},{"color":12},{"text":774,"type":22,"marks":1356},[1357],{"type":129,"attrs":1358},{"color":778},{"type":18,"attrs":1360,"content":1361},{"textAlign":34},[1362],{"text":1363,"type":22,"marks":1364},"It’s important to be as prepared and informed as possible when consulting with a prospective financial advisor.  ",[1365],{"type":129,"attrs":1366},{"color":12},{"type":18,"attrs":1368,"content":1369},{"textAlign":34},[1370],{"text":1371,"type":22,"marks":1372},"These 20 questions to ask a financial advisor can help you identify the best person for the job and ensure that your hard-earned funds are handled adeptly.  ",[1373],{"type":129,"attrs":1374},{"color":12},{"type":18,"attrs":1376,"content":1377},{"textAlign":34},[1378,1383,1391],{"text":1379,"type":22,"marks":1380},"Let Unbiased match you with an ",[1381],{"type":129,"attrs":1382},{"color":12},{"text":1384,"type":22,"marks":1385},"SEC-regulated financial advisor",[1386,1388,1390],{"type":31,"attrs":1387},{"href":822,"uuid":34,"anchor":34,"target":823,"linktype":36},{"type":129,"attrs":1389},{"color":12},{"type":827},{"text":1392,"type":22,"marks":1393}," who can offer expert advice and guidance for managing your money and meeting your financial 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Karen, has been shortlisted for Scale-Up Entrepreneur of the Year at the Great British Entrepreneur Awards and British Businesswoman of The Year Finalist.","karen-barrett","authors/karen-barrett",-10,[],224651374,"db12b5b8-0ee3-434a-942d-ce7c841a2ee4","2023-04-03T07:50:42.397Z",[],[1456,1473],{"_uid":1457,"body":1458,"title":1471,"component":1472},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[1459,1463,1467],{"_uid":1460,"href":1461,"text":1462,"component":542,"openInNewWindow":558},"339a8856-6b63-4627-8131-feda07208b4a","https://www.unbiased.com/discover/budgeting-savings/do-i-need-financial-advice","Do I need financial advice?",{"_uid":1464,"href":1465,"text":1466,"component":542,"openInNewWindow":558},"d6b27251-7bd3-4302-8145-f38ef50ec8af","https://www.unbiased.com/discover/budgeting-savings/what-are-the-different-types-of-financial-advisor","Different types of financial advisor",{"_uid":1468,"href":1469,"text":1470,"component":542,"openInNewWindow":558},"4fb12a98-daa8-45da-96d4-f442fe9f6836","https://www.unbiased.com/discover/budgeting-savings/how-much-should-financial-advice-cost","Cost of financial advice","Related articles","app-links-list",{"_uid":1474,"list":1475,"cta_link":1476,"cta_text":1477,"component":1478,"window_label":12,"window_title":1479},"e93d98f0-2cfc-4a25-88ab-2c78c537afc2","Unbiased connects you with a financial advisor to suit your financial situation.\nOver 10 million people have found trusted financial advice with Unbiased.","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","Connect with a financial advisor","app-banner",{"type":15,"content":1480},[1481],{"type":18,"content":1482},[1483],{"text":1484,"type":22},"Match with a financial advisor",{"_uid":1486,"title":1487,"plugin":1488,"og_image":12,"og_title":12,"description":1489,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"45887830-6ef8-4332-88bc-f06890473167","20 Questions to Ask a Financial Advisor | Unbiased ","seo_metatags","Looking for good financial advisors? Learn key questions to ask your financial advisor to ensure they help you achieve your financial goals.  ","app-article","2025-10-29 00:00",[],[],"Discover 20 questions to ask your financial advisor before you start working with them. 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