I get asked this question all the time - "There are so many advisors out there, how do I choose between them?" It's a great question and one that can't always be reduced to a checklist. You definitely should have a conversation with them and feel comfortable. But you also would be selling yourself short if your decision was based only off of a personal relationship. If you click on the document above, it will give you some objective questions to ask a potential advisor. These can help guide you to ask the questions that will help you learn more about an advisor's motivations and how their future relationship with you will affect your money.