Fiduciary Questionnaire

THE FIDUCIARY QUESTIONNAIRE

NAPFA believes that consumers can be empowered to select the financial advisor who will help them achieve their goals. We have developed numerous tools and resources that you can use during your selection process.

The Fiduciary Questionnaire is a one-page assessment of whether your financial advisor will act in your Fiduciary interest. The Fiduciary Questionnaire addresses topics such as your advisor’s compensation, existing and potential conflicts of interest, and outside business interests.

Download the Fiduciary Questionnaire and ask your financial advisor (or prospective advisor) to fill it out completely. Based on his/her answers, you will better understand whether or not your advisor holds to a Fiduciary Standard and will put your interests first.

Click here for the downloadable version of the questionnaire