Objective tools for a confident decision.
Choosing a financial advisor shouldn’t be based on gut feeling alone. Use these tools to create a structured, evidence-based evaluation process.
Advisor Comparison Matrix
Compare up to five financial advisors side-by-side across credentials, experience, fees, specialties, communication, and cultural fit. Get a weighted total score for each candidate.
Fee Structure Analyzer
Compare the true cost of different advisor fee models — AUM, flat fee, hourly, and subscription — based on your investable assets. See projected costs over 1, 5, and 10 years.
Advisor Evaluation Scorecard
A comprehensive 100-point evaluation framework to objectively score a financial advisor across ten critical categories during or after an interview.
Interview Question Builder
Generate personalized interview questions based on your situation. Select your planning needs and receive categorized questions to ask during advisor consultations.