Five Next-Level Questions to Ask a Prospective Financial Planner

These questions go beyond the basics and may actually help you decide whether a particular financial planner is right for you.

A young woman has a questioning expression.
(Image credit: Getty Images)

I can always tell when a prospective client has read a list of “questions to ask a financial planner,” because the questions are always the same.

“Are you a fiduciary?”

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Evan T. Beach, CFP®, AWMA®
President, Exit 59 Advisory

After graduating from the University of Delaware and Georgetown University, I pursued a career in financial planning. At age 26, I earned my CERTIFIED FINANCIAL PLANNER™ certification.  I also hold the IRS Enrolled Agent license, which allows for a unique approach to planning that can be beneficial to retirees and those selling their businesses, who are eager to minimize lifetime taxes and maximize income.