Top Questions to Ask Your Financial Advisor

ARE YOU GETTING THE BEST ADVICE?

Top Questions To Ask Your Financial Advisor

Finding the right financial advisor is crucial in securing your financial future. Whether you’re replacing a current advisor or hiring one for the first time, this process can be challenging. Being prepared with the right questions helps ensure that you find an advisor that aligns with your goals and values. To achieve your financial objectives, you need to feel confident and in control of your decisions. 

Here are some key questions to ask when selecting a financial advisor: 

1.

What Qualifications and Fiduciary Standards do You Uphold?

Our partners are fiduciaries committed to prioritizing your best interests. We uphold the highest fiduciary standards and provide transparent advice tailored to your needs. Together, we will work collaboratively to help you achieve your financial and personal goals. 

Our partners hold various certifications, including: Certified Private Wealth Advisor (CPWA®), Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®).

2.

What is Your Pricing Structure?

We operate on a fee-based schedule, charging a percentage fee based on the amount we manage. This fee includes all financial planning, meetings, and ongoing servicing. 

Our average client pays a management fee of 0.85%. To learn more, visit our Fees page. 

3.

What Services do You Provide?

Noble provides a range of services that cover every aspect of your financial life, including financial planning, investment management, retirement and business planning, insurance, and estate planning. 

As a small firm, we take pride in our personalized service. We strive to get to know you and your family on a personal level. We tailor our plans to your unique needs. With this, you can speak directly with the CFA managing your portfolios. 

4.

What's Your Investment Philosophy & Firm Values?

We work with your best interests at top of mind, consistently striving to help you achieve your financial goals. We worry about your financial future so you don't have to. By tailoring strategies to your needs, we equip you with the necessary tools and resources to succeed.  

5.

How will You Track and Report Progress Against our Stated Goals?

We provide regular updates through detailed reports and review meetings, tailored to your preferred frequency. You’ll also have the ability to monitor your finances with us in real time. 

6.

How Often Should I Update my Financial Plan?

As your goals and market conditions change, so should your plan. It’s standard to meet with your advisor annually to review your plan and assess investment returns based on your current situation.  

Our clients can adjust their plans as needed. We emphasize regular meetings and communication to ensure our clients are satisfied with our service.  

7.

What Resources will I have while Working with You?

Ensure the firm provides a variety of resources to support your financial journey and guide conversations with your advisor.  

At Noble, we offer:  

  • Market Commentaries: timely market updates and insights from our CFA 
  • Online Resources: videos and articles with relevant financial tips and information  
  • Expert Team: members available for advice and guidance as needed  

 

It's important to be prepared with the right questions while interviewing wealth advisors. In order for the relationship to work, you must feel comfortable with your decision and fully trust in the firm. We're happy to answer any questions you may have or review your current financial plan if you're looking for a second opinion.

LOOKING FOR A SECOND OPINION?

Be Confident in Your Long Term Plan

Schedule a 20 minute conversation with us today. Whether you're looking to review your current plan or strategize how to best maximize your wealth, we're here for you.

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