9 Questions to Ask Financial Advisors Before Hiring One

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“Are you a fiduciary 100% of the time? A common response from a dually registered agent might be a sidestep answer, such as ‘When I am managing your investments, yes, I am always a fiduciary.’

But it doesn’t address the fact that there are still aspects to their advice and what they do where they may not be a fiduciary, such as selling you an investment product in the first place or perhaps an insurance policy.”

Justin Chidester, CFP®, AFC®

Justin is a fee-only financial planner and student loan expert. He and his team work virtually for their clients in 25+ states.

https://www.wealth-mode.com
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