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How would you interview a financial advisor?

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TLDR: What questions might you ask a financial advisor if you were interviewing them? I I'm comfortable managing my own portfolio, but i don't know what questions to ask about advisors. So why am I asking? well it's not for me. My in-laws are retiring soon, and i've had a number of conversations with them about retirement, healthcare in retirement, the 4% rule of thumb and more real world examples with guardrails, and basic BogleHeads investment strategy. When i realized that a 3-4 fund portfoli

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Published
6/29/2026, 7:11:00 PM
Fetched
6/30/2026, 6:08:08 PM
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