Investor Tools

Investor Resources

The Campaign for Investors has put together these tools to help you evaluate your needs and select the right financial advisor.

Do I Need A Financial Advisor?
Learn what financial advisory services you need.

Have Other Investors Filed A Complaint Against My Advisor?
How can I find out if they have regulatory violations?

What Can Investors Expect from a Best Practice Advisor?
What you can expect from your advisor. Download a printable PDF version.

How can I find an advisor who uses Best Practices for Fiduciaries?
The Institute for the Fiduciary Standard offers a list of financial advisors who affirm (publicly and in regulatory filings) their compliance with The Institute’s Best Practices for Fiduciary Advisors. You can find the Best Practices Advisors Registry here.

Calculate Your Investing Costs
Get your free FeeX report

Tell Your Story
Other investors can benefit from learning about your experiences with a financial advisor, whether positive or negative.