Experts Urge 5 Key Checks Before Hiring a Financial Planner
Updated
Updated · KFSN-TV · Oct 19
Experts Urge 5 Key Checks Before Hiring a Financial Planner
3 articles · Updated · KFSN-TV · Oct 19
Summary
Financial experts said consumers should start by matching an advisor’s services—such as retirement, financial and investment planning—to their own goals before handing over assets.
Fees and compensation should come next, they said, because payment structures can expose potential conflicts of interest and shape how an advisor manages money.
Licenses, credentials, continuing education and any disciplinary or legal history also need scrutiny, along with questions about the advisor’s typical investments and overall strategy.
A team-based setup can add continuity if a lead advisor is unavailable, while clients should arrive prepared with clear priorities such as retirement or vacation savings.