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Top 5 Questions to Ask a Financial Advisor

Dan Chin

Dan Chin, President and Seller Representative Specialist of Dan Chin Homes, has been a longstanding leader in the Madison area business community...

Dan Chin, President and Seller Representative Specialist of Dan Chin Homes, has been a longstanding leader in the Madison area business community...

Oct 25 2 minutes read

As you consider buying a new home, there may come a point in time when you think about hiring a financial advisor... but what do you need to know before you decide to take that step?

Here are some tips from McFarland's own Patrick Ellestad with Edward Jones on what questions to ask a financial advisor to ensure that your needs are being met. 

1. What services do you provide?

Financial advisors offer a variety of services to their clients, and a number of them specialize in one area more than others. Make sure you're working with a person who is familiar with your type of situation. 


2. What makes your client experience unique?

Whether your goals include buying a new house or planning for retirement, make sure that your financial advisor comes up with a plan specific to you and your situation to ensure your needs are being met.


3. How do you charge for your services?

Your financial advisor should be upfront and transparent about any fees in place. Different services may have different costs, and the time of year could impact how much you pay as well. Be cost conscious, and make sure to avoid hidden fees.


4. Who is your ideal client?

Some financial advisors only work with specific types of clients. Make sure you're working with someone who is willing to work with you.


5. How much contact do you have with your clients?

Establish a personalized communication plan with your advisor so they are checking in with you on a regular basis. 

Talk to a local Financial Advisor today

Patrick Ellestad, Edward Jones

📞 (608) 284-9075

✉️ [email protected]

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