How do I find a good fiduciary financial advisor?
Table of Contents
How do I find a good fiduciary financial advisor?
As for where to find a financial advisor, there are several places to look:
- Use an online advisor search.
- Ask friends, family or colleagues for recommendations.
- The Garrett Planning Network.
- The National Association of Personal Financial Advisors.
- Robo advisors.
- Search engines.
Who is the best financial advisor?
Finding a Top Financial Advisor Firm
| Rank | Financial Advisor | Minimum Assets |
|---|---|---|
| 1 | CAPTRUST Find an Advisor Read Review | $50,000 |
| 2 | Fisher Investments Find an Advisor Read Review | Varies based on account type |
| 3 | Fort Washington Investment Advisors Inc Find an Advisor Read Review | Varies based on account type |
What should I look for when hiring a financial advisor?
5 Things to Consider When Hiring a Financial Advisor
- How much money should I invest and where?
- What is my current net worth?
- Can I afford to retire?
- How do I invest to achieve my short and long-term life goals?
- How much money do I need and when?
Can you sue your financial planner?
The answer is Yes, you can sue your financial advisor. In most cases, suing or filing a FINRA claim against a financial advisor or investment advisors is done by investment fraud attorneys. A good investment fraud lawyer will spend time to fully understand your unique case and provide a free evaluation of the case.
Is Morgan Stanley better than Edward Jones?
Edward Jones is most highly rated for Culture and Morgan Stanley is most highly rated for Compensation and benefits….
| Overall Rating | |
|---|---|
| Management | |
| 3.4 | 3.5 |
| Culture | |
| 3.7 | 3.6 |
Who is considered a fiduciary?
A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Typically, a fiduciary prudently takes care of money or other assets for another person.
