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Should you fire your advisor?

Eight questions. Two minutes. A confidential, scored assessment to determine whether your current advisory relationship meets the standard your wealth deserves.

Question 1 of 8

What legal standard does your advisor operate under?

How is your advisor compensated?

Does your advisor’s firm sell proprietary products?

Who do you speak with when you have a question?

Have you seen a detailed breakdown of ALL fees you pay — advisory, fund expenses, trading costs?

Does your advisor provide comprehensive financial planning (tax, estate, insurance) as part of the relationship?

How often does your advisor proactively contact you — not in response to your call?

During the last market downturn, how did your advisor communicate?

Your advisor meets a high standard.

Your current relationship reflects many of the qualities we believe every family deserves. If you’d like a second opinion or to discuss areas for improvement, we welcome the conversation.

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There may be room for improvement.

Your advisory relationship has some strengths, but the gaps we’ve identified — in transparency, access, or fiduciary duty — could be costing you more than you realize. A confidential conversation costs nothing and may reveal opportunities.

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Request a Confidential Review

Your wealth deserves better.

The assessment reveals significant structural concerns with your current arrangement. Families with serious wealth should not accept commission-driven advice, limited access, or opaque fees. We built Wolfson Private Wealth to be the alternative.

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Request a Confidential Review

How this assessment works, and what it cannot do

Criteria and methodology

  • Your answers are scored against the circumstances this firm is built to serve. The result describes fit, and nothing else.

Assumptions and limitations

  • It is a self-assessment on a handful of questions. It does not evaluate your finances, and a strong or weak result is not a judgement about them.
  • It produces no projection, no dollar figure and no recommendation.

Investments considered

  • This assessment considers no investments and neither recommends nor selects any security or product.

Applies to every result this tool produces

  • Results are hypothetical in nature. They are produced by a model, not by any account, and no client obtained them.
  • Results vary with each use and over time — with the figures you enter, with the assumptions above, and with changes in tax and Medicare law, which change annually.
  • This tool does not consider your full circumstances and is not investment, tax, or legal advice. Using it does not create an advisory relationship.

Important Disclosures. Wolfson Private Wealth, LLC ("WPW") is an investment adviser registered with the Florida Office of Financial Regulation. Registration does not imply a certain level of skill or training. All investment strategies have the potential for profit or loss. Past performance is not indicative of future results. Diversification does not guarantee a profit or protect against loss.

Information presented on this website is for educational and informational purposes only, does not constitute investment, tax, legal, or accounting advice, and should not be construed as a solicitation, offer, or recommendation to buy or sell any security. Any client scenarios described are hypothetical composites for illustrative purposes only and do not represent any specific client, actual performance, or guarantee of results.

WPW does not offer tax or legal advice. Clients should consult qualified tax and legal professionals regarding their individual circumstances. Assets are custodied at Interactive Brokers LLC, a qualified custodian. WPW is not affiliated with Interactive Brokers LLC. The presence of a link to a third-party website does not imply endorsement.

Florida tax and asset protection commentary represents general information as of the publication date and is subject to change by legislative or regulatory action. WPW encourages all readers to obtain situation-specific counsel. Our complete disclosure brochure (Form ADV Part 2A) is available upon request and on the Investment Adviser Public Disclosure (IAPD) website.