Thank you for using AdvisorFit. Once the advisor completes his or her questionnaire, you will receive a copy and an automated analysis of his or her answers. To ensure you receive the analysis, check your spam / junk mail and add [email protected] to your contacts.
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!