How Do I Feel About My Financial Advisor? My financial advisor helps me with investments or financial planning decisions. YesNoDon't Know How much do I trust that the advice I’ve received over the past few years has been in my best interest? no trustlittle trustneutralmoderatehigh trust Do I know how much I pay annually in fees directly related to the investments I own? YesNoMaybe Overall, am I happy with my financial advisor? very unhappysomewhat unhappyneutralsomewhat happyvery happy I am currently seeking, or in the past year have I been looking, for another financial advisor. YesNoDon't Know I would change my financial advisor if I learned that I was paying a lot more than I should for financial advice. YesNoDon't Know If I learned that I would have more money in retirement, I would I change my financial advisor. YesNoDon't Know We’d like to hear from others like you. Ask your friends to take this short quiz.