I went through the Q&A, and I gave them my throwaway email address and associated pseudonym. They don't need that information, and the questions are very generic. I would try it, answer honestly, and take an interview or two, just to get an idea of their approaches and risk analysis questions, responses.
Although the questions can be anonymous, once you use a phone, that is no longer anonymous unless you use a burner phone (FBI series stan here)
The most interesting question is what type of financial advisor do you prefer, flat fee or percentage of assets. . . they have both. . Being a fiduciary, in general, they could't care less about your amount of money you have. . . especially if you select flat fee to start. Remember, the amount of money you have means everything to you, but guaranteed, they have worked with people with lots more money than you have.
Just remember that risk is an intangible concept, and it's hard to measure, and hard to predict. And many times, the simple questions are just a starting point, and the verbal interactions, questions, answers about the concepts will help them understand you, and help you pick someone, or not.
I would use one if anyone has large $ and large % in equities, and above 70, where incomes, spouse longevity, and health/inheritance are planning and tax issues for best outcomes.
Planning for dementia and alzheimers are conditions which are now very common and great planning is needed, as its a slow process and can sneak up on a spouse without obvious signs.
good luck. .
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