How Do I Feel About My Financial Advisor?

How Do I Feel About My Financial Advisor?

  • My financial advisor helps me with investments or financial planning decisions.
  • How much do I trust that the advice I’ve received over the past few years has been in my best interest?
  • Do I know how much I pay annually in fees directly related to the investments I own?
  • Overall, am I happy with my financial advisor?
  • I am currently seeking, or in the past year have I been looking, for another financial advisor.
  • I would change my financial advisor if I learned that I was paying a lot more than I should for financial advice.
  • If I learned that I would have more money in retirement, I would I change my financial advisor.

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