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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
Do check out these related articles:
About the Author
M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Twitter or Linkedin Pattabiraman has co-authored two print-books, You can be rich too with goal-based investing (CNBC TV18) and Gamechanger and seven other free e-books on various topics of money management. He is a patron and co-founder of “Fee-only India” an organisation to promote unbiased, commission-free investment advice.He conducts free money management sessions for corporates and associations on the basis of money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association. For speaking engagements write to pattu [at] freefincal [dot] com
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Sir, not sure if the question on the key reason for choosing a planner is fully displayed. I saw just option one with no other text box