Ask Terry Questions Financial advisor

Financial advisor

By Terry Savage on July 19, 2019 | Financial Planning / Retirement

What should a financial advisor sign concerning fees charged and advice given concerning investments?

Terry Says

Go to to get a complete answer to that question, as well as a list of questions you should ask of any potential advisor.

A FIDUCIARY advisor should sign the fiduciary “pledge” in writing on company letterhead.  He/She should state the following:  “I pledge to act as a fiduciary, putting YOUR interests ahead of my own in all recommendations, and fully disclosing all fees, costs, commissions, and incentives.”

To find an advisor who is a FIDUCIARY go to


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