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What should you ask a financial planner?

Thumbtack Editors
Answered

When evaluating potential financial planners and advisors to hire, it’s important to do your research — and ask plenty of questions. Here are some questions you can ask before making a decision on who to hire: 

  • How much do you charge for your services?
  • How do you set your prices and fees? What is your fee structure?
  • Are you a fee-only financial planner?
  • Are you a fiduciary? 
  • What certifications, degrees, designations and credentials do you have?
  • What is your area of expertise (e.g., retirement, taxes, investments, etc.)
  • How long have you been a financial planner?
  • Do you have any references I can contact?

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