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 financial advisor is the right fit for you!
AdvisorFit takes the guesswork out of screening potential financial advisors.
Our process is simple and free.