Financial advisor performance evaluation
8 categories to help find a good financial advisor.
There are several factors to consider when evaluating your financial advisor’s performance. It is important to review your advisor annually to help ensure you’re still happy with their communication, your relationship and how they’re helping you plan for the future. If you’re looking for a good financial advisor, we hope you’ll consider speaking with one of our fiduciary planners at Edelman Financial Engines as part of your search.