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Pursuit of a Financial Advisor

Finding qualified, independent financial advice should not be difficult, but it is for many hard-working Americans.

With so many people claiming to be financial planners, financial advisors, financial counselors, wealth managers, how do you know when you’ve found someone who can really help you?

The National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial planners, is pleased to provide you with this fieldguide to assist you in your pursuit for a qualified,independent financial advisor.

The Pursuit of a Financial Advisor Field Guide will help you with every aspect of your quest, including:

  • Preparing for the Pursuit
  • Equipping Yourself - Knowing What To Ask!
  • Selecting Where To Look
  • Evaluating Potential Advisors
  • Engaging Your New Advisor
  • Evaluating Your Advisor
  • Additional Tools and Resources

Pursuit of a Financial Advisor Field Guide.pdf