There are over 200,000 financial advisors in this country...

How do you find the right one for you?

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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!

Ask the right questions to a finacial advisor step 1

Complete a short form with your basic information, and include a name & email address of the financial advisor you had in mind.

Ask the right questions to a finacial advisor step 2

The financial advisor you are evaluating is notified you are interested and is invited to complete a comprehensive online questionnaire.

Ask the right questions to a finacial advisor step 2

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!

AdvisorFit takes the guesswork out of screening potential financial advisors.
Our process is simple and free.

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FAQs – Clients Looking for an Advisor

Will this service let me search for and find an advisor?2018-08-27T21:09:11+00:00
Our questionnaire lets you evaluate advisors you find. We don’t find financial advisors for you; we help you evaluate the ones you locate. You provide the contact information for the advisors you want to learn more about and we email them the questionnaire.
What is the purpose of the questionnaire?2019-01-17T07:28:08+00:00

The AdvisorFit questionnaire can be used as part, not all, of the process of evaluating a financial advisor. You should still do a background check and call references, but the questionnaire asks detailed questions about the advisor — his/her background, experience, firm, and compensation – that will provide you with information to help you make a good decision.

There are many articles that show me the “top questions to ask your financial advisor,” so what makes AdvisorFit different?2018-10-07T20:03:57+00:00

We’ve created the most thorough financial advisor questionnaire we are aware of, but what really makes AdvisorFit different and critical to evaluating an advisor is that we provide an in-depth automated analysis of the advisors’ answers. You can ask all the right questions but if you can’t make sense of the answers then it won’t help you very much.

Should I send the questionnaire to an advisor I’m already working with?2018-10-07T20:00:53+00:00

Absolutely. Even though you may have been working with your financial advisor for some time, the questionnaire lets you discover things you may not be aware of. The more informed you are the better.

Is there a fee for using this service?2018-10-07T20:01:43+00:00

No. We don’t charge the clients looking for a financial advisor or the financial advisor(s). The service is completely free for everyone.

FAQs – Advisors

What if it looks like the prospect is not a good match for me?2018-08-27T21:15:48+00:00

That’s fine. As much as this service is designed to help prospects find the right fit with an advisor, we want the advisor to find the right clients as well. You can ignore the request or you can message the prospect letting them know you are not a good fit for their needs.

What if I don’t want to share this information with a prospect?2018-08-27T21:15:17+00:00

You can simply choose to ignore the request or you can message the prospect letting them know you are not going to complete the questionnaire.

Is there a fee for using this service?2018-08-27T21:13:30+00:00

No. We don’t charge the clients looking for an advisor or the advisors. The service is completely free for everyone.

I received an email asking me to complete a questionnaire. What should I do?2018-10-07T20:00:20+00:00

If you received an email it means a prospect has found you and would like to learn more about you and your services. In order to get to know you better, they would like you to complete a questionnaire we’ve created. Once you complete this questionnaire, it will go through our automated analyzer and made available to the prospect.

How does AdvisorFit “analyze” my answers to the questionnaire?2018-10-07T19:59:31+00:00

Based on how you answer certain questions, our rule-based software will provide an automated explanation of the answer and/or issues for the prospect to consider. For example, if you answer that you’ve been convicted of a felony, our analysis will identify this as a red flag and strongly encourage the prospect to consider finding another advisor to evaluate.

View the Questions We Ask