What is Form CRS and should I read it before hiring an advisor?

When the options are compared, before hiring a professional, verify registration, review Form CRS when applicable, and compare services, conflicts, and the total dollar cost. Within the broader financial plan, form CRS can summarize services, fees, conflicts, standards of conduct, and disciplinary history for registered firms. Within the broader financial plan, start by identifying whether the professional and firm are acting as an investment adviser, broker dealer, insurance producer, or in more than one role.