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Personal fact find and financial needs analysis - Excel Financial Advisors

Personal fact find and financial needs analysis - Excel Financial Advisors 2025

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The document is a Personal Fact Find and Financial Needs Analysis prepared for clients by InterPrac Financial Planning Pty Ltd. It aims to collect detailed personal and financial information from the clients to assist in providing tailored financial advice. The document emphasizes the importance of accurate information for effective financial planning, outlines privacy considerations, and includes sections on personal details, goals, cash flow, assets and liabilities, superannuation, retirement planning, insurance, and professional networks.

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What is a reasonable rate for a financial advisor?

Lastly, some advisors charge by the hour, similar to how a lawyer might bill you. This could be a good choice if you only need occasional advice or specific questions answered rather than ongoing management. Hourly rates for financial advisors typically range from $200 to $400 per hour.

What is a fair percentage for a financial advisor?

On average, you can expect to pay between 0.5% and 2% of your total assets under management annually, $150 to $400 per hour, or a flat fee ranging from $1,000 to $3,000 for a comprehensive financial plan.

How does a personal financial advisor work to meet a specific clients financial wants and needs?

Financial advisors help their clients understand the current state of their finances. Financial advisors typically do this through a consultation session or by having clients fill out a questionnaire. They aim to get an accurate picture of the clients liabilities, assets, financial obligations, and projected income.

Is 2% too much for a financial advisor?

2% is ridiculous. 1% is standard but still to high imo. I only recommend advisors who charge no management fees and only charge profit-sharing fees based on the capital appreciation in the account, although there can be problems with this setup as well.

Is 2% high for a financial advisor?

Financial advisor fees An overview of typical financial advisor fee ranges is below. Keep in mind that advisor fees can vary widely depending on the level of service provided, your geographic area and other factors. 0.25% to 0.50% annually for a robo-advisor; 1% to 2% for a traditional in-person financial advisor.

What personal information does a financial advisor need?

The advisor you choose to work with may eventually want information regarding your income, investments, other assets, your current debts, insurance, and your tax situation.

What is a red flag for a financial advisor?

Misaligned Investments: If your investments dont match your risk tolerance, it indicates a lack of personalized advice and may not comply with the Regulation Best Interest standard of care. They cant explain their fees clearly: Financial advisors receive compensation through fees, sales commissions, or both.

Is 1% a lot to pay a financial advisor?

Bottom Line. A 1% annual fee on a multi-million-dollar investment portfolio is roughly typical of the fees charged by many financial advisors. But thats not inherently a good or bad thing, but rather should hold weight in your decision about whether to use an advisors services.

Personal fact find and financial needs analysis - Excel Financial Advisors 2025

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