Our questionnaire lets you evaluate financial 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.

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.

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.

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.

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