Tax returns for the past two or three years. Statements/details on any debt you owe (mortgages, credit cards, student loans, business loans, personal loans, etc.) Information on any trust funds you may be a beneficiary to.

When should a financial advisor be used?

If you’re struggling to prioritize your financial goals, need a plan for where and how to save, or want help with investment management, you may want to work with a financial advisor. Financial advisors bring an expert and outside view to your finances, take a holistic look at your situation and suggest improvements.

How much money should you have before considering a financial advisor?

Many Advisors Require a Minimum of $100,000 in Investible Assets. Some advisors have minimum asset thresholds, which typically start at $100,000 — though some may require a minimum of $500,000 or even $1 million.

Do you need to have a financial advisor?

Are you asking yourself, do I need a financial advisor? The short answer is yes, you probably do. A financial advisor is a professional who can assist you with your finances in a number of ways. This expert can help with investing, financial planning, retirement planning and more. Obviously not every single person needs a financial advisor.

How do I find a financial adviser on unbiased?

There are two ways to find a financial adviser on Unbiased. The first way is to use our Connect tool. Just tell us what kind of help you need and our system will match you with the nearest suitable adviser. You should get a match within 48 hours (often it’s much quicker). The second way is to search and browse.

What kind of advice can you get from a financial planner?

One-Time Financial Advice Many financial planners and advisors will also work with savers on a one-time basis, either to develop a financial plan or help with a specific issue or question. Generally, these advisors work on an hourly basis or agree to take on the project for a flat fee.

What are the pros and cons of having a financial advisor?

Pros and Cons of a Financial Advisor 1 Helps you plan long-term 2 Researches, comparison-shops, and recommends investments, products, and strategies 3 Acts as quarterback for your financial team