Start your search by asking the right questions
AdvisorFit has a thorough questionnaire for the advisors you're considering.
We'll help you understand their answers
Then, you'll be prepared to pick the right fit!
Complete a short form with your basic information, and include a name & email address of the financial advisor you had in mind.
The financial advisor you are evaluating is notified you are interested and is invited to complete a comprehensive online questionnaire.
The completed questionnaire is sent back to you with our automated analysis of the advisor’s answers. Then, you can decide if the advisor is the right fit!