AdvisorIntent

Personalized interview kit

Walk in with the
right questions.

Tell us what brought you here. We’ll build a focused, printable checklist for your first advisor conversation.

What matters to you?

Choose the answers that fit best. Nothing leaves this page.

What is your main reason for seeking advice?
Where are you in the process?
What are you most concerned about?Select up to three.

Before the meeting

How to interview a financial advisor

Treat an initial meeting as an interview, not a commitment. A good advisor should be comfortable explaining their fees, conflicts, credentials, ideal client, investment beliefs, and the exact work they will do for you.

Do not ask every question

Pick the six to ten questions that matter most. The quality of the conversation matters more than completing a checklist. Pay attention to whether the advisor answers directly, asks thoughtful questions in return, and explains tradeoffs without hiding behind jargon.

A useful final question: “What would make you tell a prospective client that your firm is not the right fit?”

Verify after the conversation

Ask for the firm’s Form ADV, Form CRS, fee schedule, sample financial plan, and service calendar. Compare their stated fee with our financial advisor fee calculator, then read the guide to fiduciaries and financial advisors.