Screen, interview, and compare advisors with more confidence before you hand over your portfolio, retirement plan, or family balance sheet.
Finding a financial advisor can feel harder than managing the money yourself because the language is opaque, fee structures vary wildly, and many professionals sound more objective than they really are. This kit is built to give you a clear due-diligence process.
You will know what to ask, where to verify claims, how to compare AUM versus flat or hourly fees, and how to evaluate whether an advisor will improve your outcomes enough to justify the cost.
You will approach advisor selection like a buyer with standards, not a prospect trying to decode polished sales language in real time.
Use the flowchart and BrokerCheck guide to filter out poor fits before they ever reach your calendar.
Bring the question set and fee calculator so every candidate is measured with the same standard.
Use the annual review template to make sure performance, responsiveness, and planning value stay visible.
No. The kit is useful whether you are hiring for a growing six-figure portfolio or evaluating whether you need advice at all.
Yes. The cost calculator is one of the core tools and is designed specifically to surface long-run differences.
“The ADV decoder and interview sheet helped us eliminate two firms immediately and feel much more confident about the advisor we hired.”
Download immediately after checkout and start using the workbook, calculators, checklists, and reference guides right away.
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