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10 Questions to Ask a Financial Advisor

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When you hire a financial advisor, you’re entering a long-term relationship with someone who will know most everything about your financial life. It’s not unlike dating in that you want to find someone you click with.

You’d think there’d be an app for that, right? Until there is, asking a few key questions can help you find the best match.

» Unsure what kind of help you need? See our guide to finding the right financial advice.

Why your questions matter

If the idea of interviewing advisors makes you nervous, keep in mind that even they think it’s important to do interviews. “Absolutely,” says Marianela Collado, a certified financial planner and CEO at Tobias Financial Advisors in Plantation, Florida. “At the end of the day, it’s a...

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