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Financial Advisor Performance and Relationship Review

Review your relationship with a financial advisor across six areas — goal progress, investment performance, benchmark and risk alignment, cost, planning and service, and registration — with no single overall score, and a personalized list of questions for your next meeting.

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Before You Begin

  • This tool is an educational review aid, not an accusation, a grade, or a recommendation to fire your advisor. It never produces a single overall score, and it never tells you to buy or sell a specific investment.
  • It never confirms or denies wrongdoing. Anything related to registration, conflicts, or compensation is always framed as a question to verify with official sources, never as a finding.
  • This tool does not fetch any market or benchmark data automatically. Every index or benchmark return you see is a number you look up yourself and type in.
  • Everything you enter stays in your own browser on this device. We don't send it to a server or store it on our end. Closing your browser's site data, or using "Clear my data" below, permanently deletes it.

1Portfolio Valuation Points

Add at least a starting point and an ending point for the period you want to review. Add more points (quarterly or annual statements work well) for a more accurate performance calculation. For each point after the first, enter the net amount you added or withdrew since the prior point.

2Goals

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3Advisor-Reported Performance (optional)

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4Allocation & Benchmarks

Enter your current allocation and, if you want a benchmark comparison, look up and enter reference returns for the same period. We never pull these automatically.

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5Risk (optional, self-reported)

We don't calculate historical volatility or drawdown ourselves — we have no licensed return-history data source. If your advisor has already given you these figures, enter them here to include them in your report.

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6Cost

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7Planning Services

For each service, tell us whether you're receiving it.

8Communication & Service

9Registration & Conflicts

Check anything that applies to you. This never determines wrongdoing — it builds a list of items to verify with official sources.

This tool provides a general educational review, not a professional evaluation, a legal or compliance determination, or personalized financial advice. It never recommends buying or selling a specific investment and never confirms or denies wrongdoing. Read our full disclaimer →

Your Results

Fill in what you have above, then select "Review This Relationship" to see your results.