25 Questions to Ask a Financial Advisor | Covenant Wealth Advisors
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25 Questions to Ask a Financial Advisor Before You Hire

Save Time, Money, and Frustration By Finding the Right Financial Advisor for You. (New for 2023)

By reading this guide you will:

Find out if the financial advisor you hire will put your interests first.

Learn if your advisor is just a salesperson or an experienced expert.

Better understand the different types of financial advisors.

Find a financial advisor who specializes in  your area of need.

 

Learn to tactfully determine the financial advisor's compensation model and identify potential conflicts of interest.

Decide if you should go with a "big name" firm or hire a boutique firm.

Disclosures: Covenant Wealth Advisors is a fully independent, fee-only wealth management firm and registered investment advisor located in Richmond and Williamsburg, VA. We are a fiduciary. This means we must always put client interests ahead of our own. We are also a fee-only firm. This means we never receive commissions or third party payments and are only compensated by our clients for advice.

 

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.The views and opinions expressed in this content as of the date of the posting, are subject to change based on market and other conditions. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place.

 

Copyright © 2020 Covenant Wealth Advisors, All rights reserved. Investment advisory and financial planning services provided by Covenant Wealth Advisors, a registered investment advisor. 

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Services offered by Covenant Wealth Advisors (CWA), a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from CWA. This agreement is not a condition to proceed forward. Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed.

 

*Award Winning: Access the Newsweek nomination for America's Top Financial Advisory Firms for 2025 methodology disclosure here and a list of financial advisory firms selected. CWA was awarded the #1 fastest growing company by RichmondBizSense in 2020 based on three year annual revenue growth ending December 31st, 2019. To qualify for the annual RVA 25, companies must be privately-held, headquartered in the Richmond region and able to submit financials for the last three full calendar years. Submissions were vetted by Henrico-based accounting firm Keiter. Expertise.com voted Covenant Wealth Advisors as one of the best financial advisors in Williamsburg, VA for in 2024 based on their proprietary selection process.  CWA was nominated for the Forbes Best-In-State Wealth Advisor ranking for Virginia on April 7th, 2022. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here. CWA did not compensate any of the entities above for the awards. However, CWA may pay Newsweek/Plant-A Insights Group for licensing and Expertise.com and Google to advertise on their platform. While we seek to minimize conflicts of interest, no registered investment adviser is conflict free and we advise all interested parties to request a list of potential conflicts of interest prior to engaging in a relationship.

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