10 questions to ask a financial adviser

Before committing to a financial adviser, you should first ask yourself what type of financial help you need. Knowing that can help you choose the type of adviser who is best suited to meet your needs.

From there, if you think a traditional financial adviser is the best fit for you, you should ask the following 10 questions during the interview before committing to an adviser:

• Are you a fiduciary?
• How do you get paid?
• What are my all-in costs?
• What are your qualifications?
• How will our relationship work?
• What’s your investment philosophy?
• What asset allocation will you use?
• What investment benchmarks do you use?
• Who is your custodian?
• What tax hit do I face if I invest with you?

Read more: NerdWallet

The article presented here is intended to inform you about the broader media perspective on dentistry, regardless of its alignment with the ADA's stance. It is important to note that publication of an article does not imply the ADA's endorsement, agreement, or promotion of its content.