just looking at the site briefly
by jt (2019-03-18 08:50:32)

In reply to: Choosing a financial planner.  posted by JWIrish


I wouldn't say that it is very accurate. I've been in the business over 22 years and I'd never heard of it, and I went through the site and of course I can sign up and pay a fee and get leads from them, if I wanted.

I would imagine that if an advisor signs up, pays the fee, and keeps them updated the scores would be pretty accurate. Beyond that, it is a crapshoot.

In terms of the actual question of how to pick an advisor, I've posted on that before on this board and I am kind of limited on time now; I think some people have saved it and perhaps they can re-post. It's a long answer, but my basic answer is that you want to work with an advisor that specializes in people in your situation (you age, your income range, your profession, etc.). I would recommend working with someone that is independent (not tied to any large insurance or investment company directly) and someone who is able to (but doesn't necessarily) charge fees.