Ask private wealth advisors questions that expose the business model.
The best answers are specific, written, and measurable.
Core questions
- Are you fee-only, and do you receive any product compensation?
- What is the all-in cost on my expected portfolio size?
- What planning work is included beyond investment management?
- How often do you coordinate with my CPA and estate attorney?
- How do you manage taxable accounts differently from retirement accounts?
- What would cause you to recommend against hiring your firm?
Watch for: answers that move quickly to portfolio allocation without addressing taxes, estate documents, liquidity, and fee mechanics.
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Private Wealth Advisor Match is a matching service. We connect you with vetted fee-only financial advisors in our network. We do not manage money or provide individualized advice.