Choosing an Advisor

Are you currently looking to hire an advisor or replace your existing advisor?

Our Advisor Questionnaire is a series of 20 questions aimed at providing you with insights about an advisor’s experience, credentials, compensation, business and investing process. The list isn’t comprehensive, but it should allow you to control the advisor hiring process.

We have filled out the questionnaire. We would be happy to share our responses with you if you Contact Us. There are also a number of additional resources below from respected third parties that can assist you in the process.

Resources for Hiring an Advisor


How to Select an Investment Professional


5 Steps for Selecting an Investment Pro

Ramsey Solutions

Questions to Ask Your First Meeting

CFA Institute

Realize Your Rights


How Do I Choose the Right Advisor?