The 7 best questions to ask a financial advisor in 2022 (2023)

Knowing what questions to ask a financial advisor will save you time, effort, and money. To help you find the right consultant in 2022 (and avoid hiring the wrong one!), here are the top 7 questions to ask yourself.

The 7 best questions to ask a financial advisor in 2022 (1)By: taylor schulte .A A A

The 7 best questions to ask a financial advisor in 2022 (2)

Free Taxes + Retirement Analysis


Today I'm sharing the best questions to ask a financial advisor in 2022.


Why hiring a financial adviser isone of the most important financial decisionsyou are going to do

And one wrong recommendation (from the wrong advisor!) can ruin your retirement plan.

If you're tired of seeing the same old questions to ask a financial advisor (eg, "How often will I hear from you?"), you'll really like this list.

(Video) Best Questions to ask a Financial Advisor in 2022

The 7 questions to ask a financial advisor in 2022

There are more than 300,000financial advisorswe United States!

Unlike doctors and lawyers,the advisers arenorequired to use a consistent title.

Here are a few you can find:

  • Financial Consultant
  • Financial Advisor
  • Wealth Consultant/Manager
  • Investment consultant/manager
  • Financial Consultant

Knowing what questions to ask a financial advisor will help you hire the right expert...

…and avoid hiring the next Bernie Madoff.

Are here7 best questionsto ask a financial adviser.

1. Are you a fiduciary... 100% of the time?

A fiduciary financial adviser islegally requiredto put your interest first.

A trustee is alsoforbidden to sella financial product (for example, annuity) in exchange for acommission.

your compensationmust come from you(the client).

And the dollar amount should be a transparent line on your statement.

The 7 best questions to ask a financial advisor in 2022 (3)

Ask a financial advisor if he is a fiduciary 100% of the time.

If you are interested in working with a trustee (and I highly recommend it!), it is essential that you ask yourself the following question:

“Are you a trustee 100% of the time?”

Unfortunately,most financial advisors have to answer... NO!


Because most advisers are “double registered”.

(Video) 7 Critical Questions to Ask Your Financial Advisor During an Annual Review

A "double-registered" financial advisercan take off and put on fiduciary hat.

They arenot a trustee 100% of the time.

One day they are trustees putting their interests first and the next they aretrying to sell an insurance productcomhidden commissions.

The 7 best questions to ask a financial advisor in 2022 (4)

A double-registered consultant can wear his trusty hatmioff.

When a financial advisor acts as fiduciary 100% of the time, you don't have to wonder if they're just trying to meet a sales quota.

If you have any doubts, ask your financial advisor (or one you are considering) to put your trust statement in writing.

👉Here is a sample fiduciary commitment statement[PDF]

2. Who do you specialize in working with and how many clients do you have?

It's important to ask a financial advisor what types of clients they specialize in working with.

After all, you wouldn't go to onepersonal injury lawyer if you need help with your divorce.

Here are some examples of financial advisor specializations:

  • Specific professions, such as doctors, teachers, or evenspeech therapist.
  • Employees of a large company, such asBroadcomo Microsoft.
  • Certain age groups, such asmillennial generationlos baby boomers.

It is essential that your financial adviser has the right knowledge to help you withyour specific situation🇧🇷 It's also reassuring to know that they have helped other clients with similar needs.

Talking about other clients, asking a financial adviserhow many customers do you serveIt will help indicate two things:

  1. How much time do they have to spend with you?
  2. How personalized and personalized are your services

“The average experienced senior consultant has 96 clients”, according to financial services guru Michael Kitces.

3. What is my total cost of working with you? How are you compensated? Where can I see this in writing?

Just because you work with a financial advisor who is a fiduciary 100% of the time doesn't mean it's easy to understand the full costs.

Here are some of the common fees you may pay when working with a fiduciary financial advisor:

  • Counseling fees.These can be in the form of hourly rates, one-time project fees, or a percentage of your investments.
  • Transaction fees.They are charged by the custodian (eg Fidelity, Schwab) when your adviser buys or sells investments on your behalf and can range from $0 to $50 per trade.
  • Expense rate.This fee is charged by a mutual fund or exchange-traded fund (ETF) to cover operating expenses and can range from0% to 3% (or more!)by year.

It is important to note that afiduciary financial adviser isonlycompensated bycounseling fee.

(Video) Best Questions to ask a Financial Advisor in 2023

While they don't benefit from other fees, they still have a legal responsibility to keep those costs down.

For example, suppose your trustee recommends that you put$100,000 without S&P 500.

Here are two S&P 500 mutual funds and their expense ratios (as of 1/25/2022):

  1. Rydex S&P 500 (RYSOX) =1,65% o$ 1.680by year
  2. S&P 500 Fidelity (FXAIX) =0.015% o$ 15by year

That is a difference of$1,665 per year!

When two investments are identical (as in the example above), theirfiduciary financial adviseris bound to recommend the lowest cost option.

That is why it is so important to ask aboutany fees that may be incurred.

All SEC-registered financial advisers must provide you with their Form ADV and Form CRS. These documents will provide a detailed breakdown of your services and fees.

4. What experience do you have navigating the complex world of financial planning?

The experience of a financial adviser ismore than number of yearsthey have been in business.

What isprobablemore important is thekind of experienceThey have to solve very specific problems. Some examples include:

  • Retirement Tax Cuts
  • Create tax efficient retirement income
  • Reduce risk and maximize return on investment
  • Optimization of retirement insurance policies
  • Increase tax deductions through charitable donations (for example,donor-advised funds)

Another important question is:

"Does your company have aprocessto provide financial planning and investment advisory services?

That process should include how they collect your data, how they analyze your specific situation, and how they arrive at recommendations.

The process should also include a methodology for implementing and monitoring this advice.

One way to gauge a financial adviser's experience is to ask about professional designations.

The most prominent designation is the CERTIFIED FINANCIAL PLANNER™ or CFP® certification.

Consider yourself a CFP® Professionalstrict ethical standardsand has to go throughseries of rigorous courses and exams.

In addition, a CFP® professional must haveat least three years of financial consulting experienceand a four-year college degree. They are also required to takecontinuing education classes every yearkeep up with the ever-changing world of financial planning.

5. Please provide me with a list of all the services you offer.

This list will help you understand if their services are focused in one area (ie investment management) or if they are comprehensive in nature.

(Video) 7 Questions to Ask a Financial Advisor in the First Meeting

Typical services may include general financial planning and investment management. However, many people have needs that go beyond the basics.

An example of importantfinancial advisor service is tax planning.

Strange as it may seem,your tax bill may be higher in retirement than as a working professional.

If you earn a lot or are a diligent saver, hire a financial planner who has the experience toreduce your tax bill each yearit is extremely important.

It should be easy for a consultant to provide a list of the services they provide. If the answer is vague or unclear, this could be a red flag.

6. Where do you keep my money and how can I see it?

If there's one thing on this list of questions you don't want to ignore, this is it.

Confirm that your financial adviser is using a large third-party custodianto maintain your investment/retirement accounts.

Known guardians include Fidelity, Schwab, and TD Ameritrade.

When your adviser works with a trusted third party custodian, they cannot dishonor your money. They have limited authority to manage your investments and supervise your accounts.

Hint: Bernie Madoff wasNOuse an external custodian

A third-party custodian also provides investors with FDIC and SIPC insurance.

“Helping to protect our customers' assets is an important part of our commitment to provide the best possible service,” says Fidelity.

Each third-party custodian provides online access for you to view your accounts. Many of them also have physical US locations for you to visit.

7. What is your investment philosophy and how do you manage investments?

While investments are only one part of financial planning, it's helpful to understand a consultant's philosophy and approach before you hire one.

Does the adviser use low-cost index funds? Do you actively trade individual stocks? What about investing in gold, hedge funds and other alternative investments?

Additional questions to consider:

  • How do you incorporate investments held in a workplace retirement plan like a 401(k)?
  • How many positions do you include in each portfolio?
  • Can they incorporate individual stock positions that you don't want to sell?
  • What about reaping tax losses?
  • O,tax profit harvest?

In addition to getting answers to these questions and more, you can request a sample portfolio so you can go behind the scenes and see things for yourself. While you're at it, check your expense ratios!

Additional Free Resources for Investors

In addition to these questions to ask a financial advisor, here are some more helpful resources to consider:

(Video) 7 Questions to Ask Before Hiring a Financial Advisor

Final Thoughts on Questions to Ask Financial Advisors in 2022

Choosing a financial advisor is one of the most important decisions you will make in your life.

Working with the right advisor for your unique situation can be the difference between a carefree retirement and a stressful one.

When you meet with a financial advisor, don't be afraid to ask the tough questions. Like any other professional, they are there to meet the needs of their clients. A good counselor will welcome any and all questions you ask.


What are some good finance questions to ask? ›

  • What's the most reliable way to pay off debt?
  • How can you improve your credit rating?
  • How much of my income should go toward housing?
  • How will you manage finances with members of your household?
  • Should you be saving for retirement if you have credit card debt?

What three questions guide the financial plan? ›

Here's my top 20 list for you to determine what's most important in your life right now:
  • Do you know how much you save or spend each year?
  • What is my current net worth?
  • What are the ten most important things I want to accomplish while you're on this Earth?
  • Am I borrowing money the most efficiently?

What are the weakness of a financial advisor? ›

The drawbacks include high stress, the hard work needed to build a client base, and the ongoing need to meet regulatory requirements. This is a lucrative career, but it's one with a high burnout rate.

What is the most important quality that most people look for in a financial advisor? ›

Deep Analytical Ability

Having in-depth analytical ability across all of these areas is essential, but it is perhaps most important in the investing portion. Successful financial advisors know that the risk and return relationship drives almost every aspect of a financial plan.

What are the five key questions financial planning must answer? ›

The key questions financial planning must answer are: What specific assets must the firm obtain in order to achieve its goals?, How much additional financing will the firm need to acquire these assets?, How much financing will the firm be able to generate internally (through additional earnings), and how much must it ...

What are the 5 rules of finance? ›

5 Basic Rules of Financial Management
  • Start Saving, Start Small.
  • Grow Your Savings through Investments.
  • Maximising your Income Tax Returns.
  • Health is Wealth.
  • Planning for Your Loved One's Future.

What are the 7 key components of financial planning? ›

A good financial plan contains seven key components:
  • Budgeting and taxes.
  • Managing liquidity, or ready access to cash.
  • Financing large purchases.
  • Managing your risk.
  • Investing your money.
  • Planning for retirement and the transfer of your wealth.
  • Communication and record keeping.

What are the 7 steps of financial planning? ›

7 Steps of Financial Planning
  • Define your short- and long-term goals. ...
  • Audit your current income, savings, and long-term savings and investing plan. ...
  • Address shortfalls/adjust goals. ...
  • Account for multiple future scenarios. ...
  • Develop a comprehensive financial plan. ...
  • Implement and monitor that plan.
21 Dec 2021

How do you know if a financial adviser is good? ›

A good financial adviser works with you to understand your needs, set your financial goals, and create a plan to help you achieve them.
Check the Financial Services Guide
  • the services they offer.
  • how they charge (see financial advice costs)
  • who owns the company.
  • any links to product providers.
  • their AFS licence number.

How do I protect myself from a financial advisor? ›

Validate Their credentials, Background, and Ethics Record.
  1. Make sure they are a Certified Financial Planner (CFP). ...
  2. Make sure your advisors or their firms (and your investments) are registered with the SEC.
  3. Check their past for SEC rule violations.
11 Jan 2021

What are signs of financial difficulty? ›

Some common signs to look out for include:
  • Arguing with people close to you about money.
  • Withdrawing from others.
  • Feelings of guilt about spending money on non-essential items.
  • Worrying a lot or feeling anxious.
  • Difficulties sleeping.
  • Headaches.
  • Tiredness and lowered energy.
  • Struggling to feed yourself and/or your family.

What to do before talking to a financial advisor? ›

7 Things to do to prepare for your first Financial Advisor meeting
  1. List your assets and liabilities.
  2. Outline your income and expenses.
  3. Write down your goals.
  4. Consider the needs of your family.
  5. Understand your financial strengths and weaknesses.
  6. Get your financial documents in order.

What do you think are the 3 most important skills required to be successful in financial services Why? ›

To get to the bottom of a problem, you'll find yourself drawing on many of the skills already listed in this blog – commercial awareness, analysis, good communication skills and numeracy. To find solutions, you will need to be creative, emotionally intelligent and good at research.

What are two of the six skills needed for financial planning? ›

While financial acumen and industry knowledge are essential financial planner job skills, top attributes also include active listening, critical thinking and decision-making.

What are the 4 A's of financial management? ›

Any good cash management plan revolves around the four A's — Accounting, Analysis, Allocation, and Adjustment.

What are the 4 pillars of financial planning? ›

Four Pillars of Financial Planning
  • Managing Cash Flow and Financial Resources. This critical first pillar focuses on making sure you and your loved ones are provided for. ...
  • Accumulating Wealth. ...
  • Managing Income Taxes. ...
  • Planning for Retirement.

What are the 3 most important factors in personal financial planning? ›

3 important factors of Financial Planning
  • Achieving Flexibility: ...
  • Liquidity: ...
  • Tax Minimization: ...
  • The first step.
  • Things to consider.
19 Jan 2016

What is the golden rule of finances? ›

Let's recap: The golden rule is don't spend more than you earn, and focus on what you can keep. Maybe it sounds obvious, but you'd be surprised at how many people don't understand or follow this rule and end up in debt. Look at credit card use as an example.

What is the 10 20 rule in finance? ›

While it's technically a rule of thumb as opposed to an enforceable decree, the 10/20 rule is a system of budgeting that can work for virtually anyone. The idea is to keep your total debt at or under 20% of your annual income, while maintaining monthly payments at no more than 10% of your monthly net income.

What is the rule of 3 in finance? ›

The 3-6-3 rule describes how bankers would supposedly give 3% interest on their depositors' accounts, lend the depositors money at 6% interest, and then be playing golf by 3 p.m. In the 1950s, 1960s, and 1970s, a huge part of a bank's business was lending out money at a higher interest rate than what it was paying out ...

What are the 7 finance function? ›

The seven popular functions are decisions and control, financial planning, resource allocation, cash flow management, surplus disposal, acquisitions, mergers, and capital budgeting.

What are the 5 key elements of a financial analysis? ›

5 Key Elements of a Financial Analysis
  • Revenues. Revenues are probably your business's main source of cash. ...
  • Profits. If you can't produce quality profits consistently, your business may not survive in the long run. ...
  • Operational Efficiency. ...
  • Capital Efficiency and Solvency. ...
  • Liquidity.

What are the 5 principles of financial literacy? ›

According to the US Financial Literacy and Education Commission, there are 5 principles of financial literacy.
Financial Education Brush up on the 5 pillars of financial literacy
  • Earn. Understand your pay and benefits to make the most out of what you earn. ...
  • Save and invest. ...
  • Protect. ...
  • Spend. ...
  • Borrow.
6 Apr 2022

What are 3 steps to financial success? ›

  1. Step 1: Establish Goals. Most of us have goals and dreams that we'd like to achieve. ...
  2. Step 2: Take Stock. ...
  3. Step 3: Create a Spending and Savings Plan. ...
  4. Step 4: Live Within Your Means. ...
  5. Step 5: Pay Yourself First. ...
  6. 15 years.
  7. 20 years.
  8. 25 years.

What are the five steps to financial success? ›

Your 5-Step Recipe for Financial Success
  • Save at least 20% of your income. To be financially successful, you have a lot to save for, including retirement, emergencies, and unexpected expenses. ...
  • Set a budget. ...
  • Automate your retirement savings. ...
  • Have an emergency fund. ...
  • Pay your bills on time.
19 Nov 2017

What are the 5 things to take into consideration when making a personal financial plan? ›

5 steps for making a solid financial plan for your family
  • Keep Track of Where You Are Spending Your Money. ...
  • Set Goals. ...
  • Make Your Debt Disappear. ...
  • Start Saving for Major Goals. ...
  • Monitor and Adjust Your Financial Plan.

What 7 items must financial statements consist of? ›

Revenues and expenses are included in the income statement. Changes in these elements are noted in the statement of cash flows.
The main elements of financial statements are as follows:
  • Assets. ...
  • Liabilities. ...
  • Equity. ...
  • Revenue. ...
  • Expenses.
2 Apr 2022

What are the 3 most important financial statements? ›

The income statement, balance sheet, and statement of cash flows are required financial statements. These three statements are informative tools that traders can use to analyze a company's financial strength and provide a quick picture of a company's financial health and underlying value.

What are the 4 most important financial statements? ›

There are four main financial statements. They are: (1) balance sheets; (2) income statements; (3) cash flow statements; and (4) statements of shareholders' equity.

What is the normal fee for a financial advisor? ›

The cost of seeing a financial adviser is, on average, about $3,500 a year, according to Adviser Ratings. This figure includes the cost of both limited advice and comprehensive ongoing advice. For comprehensive ongoing advice only, the cost is closer to about $5,000 a year on average.

Should you tell your financial advisor everything? ›

You don't have to sign up for anything on the spot. be prepared to answer questions honestly. A financial adviser will ask you lots of personal questions about your financial plans and personal circumstances so that they can recommend the most suitable products for you.

How much money should you have before getting a financial advisor? ›

Depending on the net worth advisor you choose, you generally should consider hiring an advisor when you have between $50,000 - $1,000,000, but most prefer to start working with clients when they have between $100,000 - $500,000 in liquid assets.

Do financial advisors look at your bank account? ›

Do financial advisors have access to your bank account? Ideally, advisors can only move money between your bank account and a third-party custodian. Typically that allows them to schedule investments and withdrawals for you, but they cannot send payments to other payees (like themselves).

How long should you stay with a financial advisor? ›

“If judging performance only, clients need to give an advisor three to five years minimum, and realistically, five-plus is probably better,” said Ryan Fuchs, a certified financial planner with Ifrah Financial Services. “It may take several years before you can truly see how an investment strategy will work.

Do financial advisors look at your bank statements? ›

Much like you're researching potential financial advisors, they are also checking you out. They'll look at your bank statements, pay stubs, outstanding debts, and investments. While this helps them see how they can help you, it also gives them a way to sell you more so they can make more money.

What are financial red flags? ›

Financial red flags are ongoing money-related concerns that are either currently causing problems in the relationship or have the potential to do so in the future.

What are 4 signs of debt problems? ›

spot the early warning signs

I rely on credit to cover my living costs. the amount I owe is rising. I've been contacted by a debt collection agency. I'm making minimum payments.

What financial problems cause the most stress? ›

Financial Distress: Top 5 Causes of Financial Distress
  • Reduced income, same expenses. Some families are seeing two incomes turn into one, or some people are forced into taking lower paying jobs after a layoff. ...
  • Little or no savings. ...
  • Poor money management.

What should you watch out with a financial advisor? ›

  • 01 of 03. They are not a fiduciary. If a financial advisor is not a fiduciary—someone who is legally obligated to act in your best interest, and put your needs first—that is a red flag. ...
  • 02 of 03. It is unclear how the advisor makes money. ...
  • 03 of 03. They are trying to sell you something.
4 Feb 2022

What should I ask my financial advisor right now? ›

Questions for Your Financial Advisor During Volatile Markets
  • How does your firm manage financial plans in a bear market?
  • Does this change my retirement timeline or income plan?
  • How will you tap assets?
  • What is your plan for inflation?
  • What's your plan for fixed income?
  • What's your outlook for this year and next year?
8 Mar 2022

What should I talk to my financial advisor about? ›

Be prepared to discuss

The more you share about your goals, risk tolerance, and complete financial picture, the better your Financial Advisor will be able to recommend appropriate strategies. At Wells Fargo Advisors, our first step is to understand your goals, values, and vision.

What is the most important financial skill? ›

The first, and perhaps most important, finance skill employers ask for is accounting. This doesn't mean you need to have previous experience as an accountant, but rather proficiency in reading and understanding financial documents, including: Balance sheets. Income statements.

What are three of the 7 components of financial literacy? ›

7 Key Components of Financial Literacy
  • Interest. Whether you're earning it or paying it, interest can have a profound impact on your finances. ...
  • Budgeting. ...
  • Debt Management. ...
  • Credit. ...
  • Identity Theft Protection. ...
  • Savings. ...
  • Financial Goals.
7 Apr 2021

What are the 10 rules for success and the keys to financial success? ›

10 Keys for Financial Success
  • Spend Less Than You Earn. Keep a budget or spending plan and track your spending.
  • Have a Plan. ...
  • Prepare for Expected Events. ...
  • Prepare for Unexpected Events. ...
  • Always Know Your Interest Rates. ...
  • Keep a Healthy Credit Report. ...
  • Avoid Waste. ...
  • Take advantage of tax breaks.
15 May 2017

What are the 7 areas of financial planning? ›

7 Areas Typically Covered in a Financial Plan
  • Financial statement preparation and analysis.
  • Insurance planning and risk management.
  • Employee benefits planning.
  • Investment planning.
  • Income tax planning.
  • Retirement planning.
  • Estate planning.

What are the 3 keys to financial literacy? ›

According to the Financial Literacy and Education Commission, there are five key components of financial literacy: earn, spend, save and invest, borrow, and protect.

What are basic finance questions? ›

Beginner-Level Finance Interview Questions
  • How can a Company Show Positive Net Income but go Bankrupt?
  • What does Working Capital Mean?
  • Why do Capital Expenditures Increase Assets When other Cash Outflows don't and Instead Create Expenses?
  • Explain a Cash Flow Statement.
4 Oct 2022

What are most searched financial questions? ›


What are your top 3 financial concerns? ›

Common Problems Faced by Millennials
  • High Student Education loan.
  • Mind-Boggling Rents!
  • Saving for Retirement.
  • Debt Management.
  • Creating an Emergency Fund.
  • Following a Financial Budget.
  • Ignoring Your Credit score.
  • Not Being Insured.
18 Nov 2022

What are 7 steps in personal finance? ›

How To Get Your Finances In Order In 7 Steps
  • Understand your current financial situation. ...
  • Set Financial goals. ...
  • Start creating a budget. ...
  • Create an emergency fund. ...
  • Pay off high-interest debt. ...
  • Save for retirement. ...
  • Establish a regular progress report schedule.
23 Dec 2021

What are the 4 basic principles of finance? ›

The four principles of finance are income, savings, spending, and investing. Following these core principles of personal finance can help you maintain your finances at a healthy level. In many cases, these principles can help people build wealth over time.

What are the 3 most common financial goals for most people? ›

7 Examples of Personal Finance Goals
  • Start an Emergency Fund. Life is unpredictable, and it's important to be prepared. ...
  • Pay Off Debt. Paying off debts is one of the most common financial goals. ...
  • Save for Retirement. ...
  • Strive for Homeownership. ...
  • Pay Off the Car. ...
  • Invest in a College Education. ...
  • Plan for Fun.

What are the four questions that a financial analysis should answer? ›

However, answering these four questions can help the process.
  • Should we move to the cloud? ...
  • What will be the impact on compliance? ...
  • What kind of reporting and management information do we need? ...
  • What type of support is available? ...
  • Prepare for change.
30 Jun 2015

What is the most useful financial statement? ›

The most important financial statement for the majority of users is likely to be the income statement, since it reveals the ability of a business to generate a profit. Also, the information listed on the income statement is mostly in relatively current dollars, and so represents a reasonable degree of accuracy.

What are the current hot topics in finance? ›

Let's examine the 5 top trends for financial organisations in 2022:
  • Buy now, pay later (BNPL) will continue to grow.
  • Open banking will dominate the future.
  • Cloud-native systems will replace legacy alternatives.
  • Artificial intelligence (AI) and machine learning (ML) will increase in importance.

What are 5 warning signs that you are in financial trouble? ›

5 Signs of Financial Trouble
  • Paying your bills after the payment due date. ...
  • Missing your credit card or loan payments altogether. ...
  • Relying on overtime to cover your debt related expenses. ...
  • Borrowing from family members to make your monthly debt payments. ...
  • Skipping one credit card bill to pay another.
5 May 2022

What are the biggest banking mistakes to avoid? ›

12 Banking Mistakes That Could Be Ruining Your Finances
  • Paying High Monthly Service Fees.
  • Letting Money Sit in Low-Yield Accounts.
  • Chasing Higher Rates.
  • Paying Overdraft or ATM Fees.
  • Not Negotiating Rates.
  • Ignoring Rewards.
  • Staying Too Loyal.
  • Avoiding Digital Banks.
28 Jul 2022


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