Tools for Choosing a Financial Advisor

Finding good articles on how to choose the right advisor, or how to decide if you need a financial advisor, can be challenging. Below are links to some of the better articles we have found, with the “Pursuit of a Financial Advisor Field Guide” the most comprehensive.

When you are ready to start comparing advisors, we offer the Financial Advisor Comparison Matrix to organize the comparisons (including MCS data as sample answers).

The National Association of Personal Financial Advisors
PURSUIT OF A FINANCIAL ADVISOR FIELD GUIDE

Financial Advisor Comparison Tool
THE FINANCIAL ADVISOR COMPARISON MATRIX

The Fiscal Times
WHAT AMERICANS DON’T KNOW ABOUT FINANCIAL FEES, DECEMBER 2012

The Security Exchange Commission
INVESTOR BULLETIN: TOP TIPS FOR SELECTING A FINANCIAL PROFESSIONAL, SEPTEMBER 2012

The Security Exchange Commission
TECHNICAL REPORT: INVESTOR AND INDUSTRY PERSPECTIVES ON
INVESTMENT ADVISERS AND BROKER-DEALERS, 2008