Here is some resource information on that very subject from the National Association of Personal Financial Advisors (NAPFA).
They have a guide for that purpose along with some checklists... what questions to ask, etc.
Resources - NAPFA - The National Association of Personal Financial Advisors
Who they are:
About Us - NAPFA - The National Association of Personal Financial Advisors
Here is a link to the FINRA (Financial Industry Regulatory Authority) web site. there is a lot of education information and things to consider.
Investors - FINRA
Here is a link to the FINRA BrokerCheck Tool
Quote:
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BrokerCheck is a free tool to help investors research the professional backgrounds of current and former FINRA-registered brokerage firms and brokers, as well as investment adviser firms and representatives.
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You can use the tool to look up people and companies and download a report about them. Amongst all of the information listed on the report, be sure to check for complaints and regulatory actions.
BrokerCheck: Research Brokers & Investment Advisers - FINRA
Plus...
Some Mutual Fund Companies, like Vanguard, have Investment Advisory Services where customers can get the help of a CFP for a review. Of course, Vanguard requires the investor to have a certain level of investments at Vanguard. The cost for a CFP review depends on the amount of money invested with them (e.g., low fee or free )
If you are satisfied with your mutual fund company, you could ask them what they offer with regard to CFP type services.
I put a link to the vanguard page just as a point of reference so you can see what I was trying to describe.
https://investor.vanguard.com/what-w...elect-services