Advisor Comparison Matrix

Compare advisors side by side.

Rate each advisor candidate on 8 weighted criteria (1–10 scale). The tool calculates a weighted total score out of 100 to help you compare objectively.

Advisor 1

Advisor 2

Credentials & Certifications (15% weight)

CFP®, CFA®, CPA, JD, etc. How relevant are their credentials to your needs?

Unnamed

Experience & Track Record (15% weight)

Years of experience, client base, and relevant specialization history.

Unnamed

Fiduciary Status (15% weight)

Are they legally obligated to act in your best interest at all times?

Unnamed

Fee Structure & Transparency (12% weight)

Are fees clearly disclosed, competitive, and aligned with the value provided?

Unnamed

Relevant Specialties (12% weight)

Do they specialize in your specific needs (retirement, tax, estate, business, etc.)?

Unnamed

Communication & Responsiveness (10% weight)

Communication style, meeting frequency, and responsiveness to your needs.

Unnamed

Technology & Tools (8% weight)

Client portal, financial planning software, virtual meeting capabilities.

Unnamed

Cultural Fit & Trust (13% weight)

Do you feel comfortable, understood, and confident in this relationship?

Unnamed

Results

🏆 Unnamed50/100

Unnamed50/100