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Financial advisors are like tour guides: It’s their job to pinpoint where you want to go and help you get from point A to point B. Whether your destination is retirement, a college education, or your dream home, they can give you information, point out important milestones and landmarks, and help you decide what to do next. Here are a few tips for finding the financial advisor who is right for you:
Set expectations. Determine how closely you want your advisor to work with you . For example, if you’re interested in investing and don’t have the knowledge or experience to execute an investment plan yourself, you many need to consult a financial advisor on a more regular basis than a more experienced investor. Your advisor can help you with a range of decisions, from helping you determine your investment goals to dealing with the financial impact of divorce.
Look for credentials. Ask for references and/or conduct an interview with a potential advisor. Ask them about their education, work history, and services, as well as whether they’ll be working with you directly. You also may want to ask about and check their credentials.
Ask about fees. Some advisors receive a flat fee, an hourly rate, or a percentage of the yearly assets they manage. Others receive commissions on financial products they recommend.
Find the right fit. The person you trust with your money should be someone you like, someone you trust, and someone who makes you feel comfortable. After all, it’s not just your finances at stake; it’s your future.
There are a lot of great advisors out there. With a little time and research, you’ll be able to find the one who is right for you.
We’re committed to your financial success. Here you’ll find a wide range of helpful information, interactive tools, practical strategies, and more — all designed to help you increase your financial literacy and reach your financial goals.
This information is provided for educational and illustrative purposes only.
Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries.
Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.