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Best Questions to Ask a Financial Advisor

If you're considering hiring a financial advisor, it's a good idea to have a list of questions ready during your interview.

By Frank Bass – Updated May 6, 2025 at 12:27PM | Fact-checked by Robin Hartill, CFP

Key Points

  • Confirm an advisor's fiduciary status to ensure they prioritize your interests.
  • Understand exact fees for services, not just percentage values, before hiring a professional.
  • Ask potential advisors about their investment philosophy and their tax planning approach.

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