Ask better questions before you choose an advisor.

Ask about registration, compensation, fiduciary capacity, relevant specialty experience, minimums, conflicts, investment philosophy, and how the advisor coordinates with CPAs and attorneys.

Advisor reviewing planning questions before a client meeting

Questions about fit

What makes my situation a good or bad fit for your practice?
How often do you advise around this specific type of financial event?
What part of this decision would you want my CPA or attorney involved in before any recommendation?

Questions about money

How are you compensated now and later?
Do you receive commissions, referral fees, platform fees, revenue sharing, or product-level compensation?
What minimum account size, planning fee, or relationship scope should I expect?

Questions about process

What would the first 30 days look like if we worked together?
What would you need before making any recommendation?
How do you document advice, assumptions, risks, and alternatives?

Related guides

How Capivise works See how the intake turns your situation into a match profile. Advisor verification Check registration, disclosures, compensation, and background.

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