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Professional Advisor Evaluation Form



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Credentials	Numbers	Notes
Years licensed (or BAR privileges)
State(s) where licensed to practice
Years in practice
Year with current firm
Number of friends who referred this professional
Approximate Age
College or University Graduated
Certifications, Continuing Education
Person familiar with others of your background and interests?
Costs and Services Provided
Per hour cost (or commission?)
Average cost per year, or per audit
Will this person serve you directly or delegate you to office staff? (ask this)
How often does this person suggest you meet?
If financial planner, what was the average return on investment percentage from last year’s clients directly served by this person?
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