Enjoy these tips on choosing the right financial advisor for you.
Choose the right Advisor for you.
Don’t be afraid to ask tough questions of any potential financial advisor.
A Friendly Warning....
Anyone can call themselves a financial planner; no minimum experience or education is required by law at this time.
When you work with a Garrett Planning Network advisor you can be confident and trust that your advisor is working in your best interest.
Learn tips from Sheryl Garrett
Get a free download of Finding and Hiring the Right Advisor from the Personal Finance Workbook for Dummies.
Financial Advisor Interview Questionnaire
Download this free questionnaire. Take it to your first meeting to know if they're the right advisor for you.
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Disclosures and Disclaimers:
If a member ("professional") is included in this search feature, it does not imply that Garrett Planning Network ("Garrett") refers, endorses or recommends them. If a professional is omitted from this search feature, it does not indicate Garrett’s disapproval of them.
Professionals pay us a flat initial fee and an ongoing monthly or annual fee for their membership in the organization. Professionals receive many standard services, including a listing on the "Find an Advisor" page. Membership fees are paid irrespective of whether you become a client and are not passed along to you.
It is your responsibility to interview the professional and decide whether to hire them. Garrett does not evaluate whether any professional is appropriate for you based on your investment objectives, financial situation or other individual circumstances. Garrett does not warrant any services of the professionals and makes no claim or promise of any result or success by retaining them.
Before Sheryl Garrett put her stake in the ground on the issue about two decades ago, the notion of providing financial advice on an hourly basis was virtually unheard of.
Our Member Advisors must:
- Be Fee-Only.
- Offer financial planning and investment advice on an hourly, as-needed basis (and they may also offer investment management services, in addition to hourly-based services).
- Be accessible (meaning, provide financial advice on an as-needed basis to individuals from all walks of life, without any minimums as to income, assets, net worth, length of engagement or revenues generated).
- Either be a CFP® certificant, a licensed CPA with the Personal Financial Specialist (PFS) credential, or obtain one of those designations within five years from the date of initial RIA registration as a Garrett member.
- Adhere to the Fiduciary Oath.
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