How to Find the Right Financial Adviser


You probably know that the right financial adviser won’t give away his or her expertise for free. But if you’re searching for an adviser for the first time, you may suffer sticker shock when you find out what they charge for their services. 

Finding the right financial adviser

That sticker shock was the experience of C.J. Shank, who is semiretired and has been interviewing advisers to help her plan for her upcoming full retirement. “The fees seemed awfully high. Many wanted a percentage of all the money I saved over the last 40 years,” says Shank, who is 67 and lives in Hagerstown, Md.


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