Would you hire a financial advisor?

Thanks for taking 5 minutes to send me your thoughts on hiring a financial advisor! (Once you complete the survey you can see the results of everyone else’s opinions.)

If you're ok with it, I might follow up with you to learn more about your answers if you would leave your email. Thanks!
Don't include accountants.
Check all that apply
Definitely notProbably notMaybeProbably wouldDefinitely would
Advisor could lower my current TAXES or INVESTMENT FEES.
Advisor could help me CUT MY SPENDING.
Advisor would try to BEAT THE MARKET with their investment advice.
Advisor sets me up to RETIRE EARLY (before age 60)
Advisor makes sure I can RETIRE ON TIME (age 60-67)
Advisor helps me GET OUT OF DEBT
Advisor dramatically SIMPLIFIES my financial life.
Advisor EDUCATES me on investing, etc.
Doesn't matter / not something I think aboutMatters a littleMatters a LOT
Advisor is a 'fiduciary'.
They WON'T ask me to change my spending habits.
They WILL help me change my spending habits.
Advisor is ok if my finances are a mess when we start / won't judge me.
Advisor is NOT going to push other financial products on me / doesn't receive commissions.
Their fees are LOWER than most other advisors.
They offer a MONEY-BACK GUARANTEE if their services don't end up being worth it to me.
Advisor themselves ARE WEALTHY / show me their own investments or decisions.
If you don't know what fiduciary means, go ahead and indicate that it 'Doesn't matter'!
Assume this fee covers any financial topic you want, including investing, retirement planning, savings & spending, insurance, etc.
Assume this fee covers initial financial planning during the first year, then switches to annual 'maintenance' of your finances in future years.
Selected Value: 3
1 = Very unhappy, 2 = A bit unhappy, 3 = They're ok, 4 = Pretty happy, 5 = Very happy!
Thank you for filling out these additional demographic questions! They will really help me understand my target client audience.
Take all your assets (home + investments + cash etc) and subtract your debts (mortgage + credit card/student loan/auto loan/other debt)).
Subtract your home equity (= your home value(s) minus mortgage debt) and any other non-investment assets (e.g.: cars, land, jewelry) from your above net worth.
Only count amounts that you DON'T pay off each month.
The IRS max is $19,500 for 401k/403bs, and $6,000 for IRAs. (For those over 50, It's $26,500 for 401ks and $7,000 for IRAs.)