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Question

What questions should I ask when interviewing a financial advisor?

Answer

You may consider asking:

  • How are you compensated?
  •  What services are included?
  • Are you acting as a fiduciary?
  • How do you manage conflicts of interest?

These questions help clarify how advice is delivered and how incentives may apply.

Related FAQs

What information should I bring to a meeting with a financial advisor?

How often should I meet with my financial advisor?

How are financial advisors typically compensated?

What certifications should a financial advisor have (CFP, CFA, CPA)?
What Clients Ask FAQs
Last Updated Aug. 5, 2026
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About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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