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The MagnifyMoney Guide to Choosing a Financial Advisor

The free guide that will simplify your search

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Wondering whether a financial advisor can help you achieve your financial goals — and if so, how to find the right advisor for you?

  • How a financial advisor can help you reach your retirement goals
  • What a financial advisor can — and can’t — do
  • How to compare your financial advisor options
  • What questions to ask a financial advisor before working with them

Overwhelmed by all the options? Our step-by-step guide will walk you through how to effectively compare financial advisors to ensure you end up working with the one who is right for your unique situation:

Find out if the advisor can  meet your needs

Find out if the advisor can meet your needs

By considering an advisor’s typical client base, minimum investment requirement and areas of specialty, you can quickly narrow down your choices.

Check the advisor’s costs and disciplinary history

Check the advisor’s costs and disciplinary history

We’ll help you assess an advisors’ fees and learn how to check for any disclosures or conflicts of interest to make sure you end up working with someone you can both afford and trust.

Interview the advisor

Interview the advisor

Your relationship with your financial advisor is an important one. We’ll walk you through all of the questions you’ll want to get answered before making it official.

Find an advisor who fits your financial life today:

download your free guide (PDF)

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