Be prepared to meet with a financial advisor

Be prepared
to meet
with a
financial
advisor

Be prepared
to meet with
a financial
advisor

With AARP's financial advisor interview guide, understand the advisor's credentials, compensation and how to get the conversation started.

By continuing with this tool, you agree and understand that AARP is not providing financial advice or recommending any individual financial advisor. The selection of a financial advisor is a personal decision that should made after careful consideration of your individual financial situation.

Benefits to Using the Guide

Here to Help

Our guide walks you through the questions you should ask a financial advisor before hiring one

Clear Direction

Helps frame the discussion since most people don't know what questions to ask

Get Focused

Helps you get answers to important questions about qualifications, services, compensation and your best interests

THE ADVANTAGES

The process of finding a financial advisor to work with can seem overwhelming and intimidating. Our guide takes the mystery out of what questions you should ask when you interview an advisor. The conversation encouraged by the guide can help you find the advisor who offers the services you want on terms you understand and accept.

The Importance of Unbiased Financial Advice

By continuing with this tool, you agree and understand that AARP is not providing financial advice or recommending any individual financial advisor. The selection of a financial advisor is a personal decision that should made after careful consideration of your individual financial situation.