Dear reader, as many of you know for more than five years, I have been maintaining a list of SEBI registered fee-only financial advisors who guide clients without any commissions or conflict of interest. It is a matter of pride and joy that hundreds of freefincal readers are working with these planners from all over the globe.
To help the fee-only advisors (FOAs) become better at what they do, feedback from you is important. It will also help me in two important ways: (1) evaluate the work done by the FOAs and help readers who sign up in future (2) it will teach me “what clients want”.
Kindly fill out this survey ONLY IF you are working with a fee-only financial planner (need not be from my list). This is completely anonymous (neither your name or email is necessary), so you can be completely free and frank in your assessment (even if your FOA asked you to fill out this form)
Are you thinking about working with an FOA? Then forget this form (it is only for existing clients), instead, check out these articles for clarity:
- What Should I consider when hiring a fee-only financial planner?
- What is the real purpose of a Financial Plan?
- Here is why you can safely consult a fee-only advisor living in another city
- Seven ways a fee-only financial planner will NOT help you!
Feedback form for SEBI Registered fee-only investment advisors
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About freefincal & its content policy Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on developments in mutual funds, stocks, investing, retirement and personal finance. We do so without conflict of interest and bias. Follow us on Google News. Freefincal serves more than one million readers a year (2.5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication. Freefincal does not publish any paid articles, promotions, PR, satire or opinions without data. All opinions presented will only be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)
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