Service expectations
You are not sure what is reviewed, how often, or what planning is included.
Not sure if your advisor is working for you?
Measure the relationship before moving accounts. Advisor frustration may come from service, fees, portfolio purpose, tax coordination, product terms, documents, or transfer friction.
What may actually be unclear.
A better review separates the relationship problem from the account, tax, document, and transfer questions.
Fees and compensation
Direct, embedded, product, and transfer costs are not clear enough.
Portfolio purpose
The role of each account is unclear relative to income, tax, risk, and estate needs.
Transfer friction
Taxable gains, product terms, missing records, transfer fees, or insurance disruption may matter.
Not sure where to start? Send us a quick note.
Send your name, email, and a short note. The office can route the next step without asking you to send sensitive documents through the website.
Before signing transfer forms, identify tax, fee, product, and service friction.
Use this page as the educational explainer. The Advisor Review Scorecard is the tool. The goal is not to criticize your current advisor. The best result may be staying where you are with better questions, clearer expectations, or a more complete planning review.
Gather the right records
Statements, fee details, tax slips, product terms, service notes, and transfer information.
Book a call
Use the first conversation to separate fit, cost, portfolio, tax, service, and transfer questions.
Leave with clearer questions
The result may be staying, asking better questions, gathering more records, or planning a transfer only if appropriate.
What Stiller Financial does differently.
Advisor review is strongest when it slows down the transfer decision and names the actual friction.
- 01
Name the source of friction
Separate fit, cost, service, tax coordination, product terms, and transfer risk before using the scorecard.
- 02
Check transfer friction
Identify taxes, costs, product terms, missing records, and insurance or beneficiary issues.
- 03
Choose the next action
Stay, ask better questions, gather documents, or plan a transfer only if appropriate.
Helpful preparation resources
Separate advisor fit, fees, service, tax records, portfolio purpose, and transfer friction before moving accounts.
Open scorecard
Questions to ask before signing, transferring, buying insurance, or comparing costs.
Review fees
Use checklists and scorecards to prepare for a first call without sending sensitive records through public channels.
Open worksheetsNot sure where to start? Send us a quick note.
Send your name, email, and a short note. The office can route the next step without asking you to send sensitive documents through the website.