BLANC | WEALTH MANAGEMENT
Client Diligence Framework · June 2025
v1.0
Client Due Diligence Toolkit

40 questions to ask
your financial advisor

A structured framework across five dimensions of advisor scrutiny. Ask them verbatim. Write down the answers. Compare across at least three advisors before entrusting anyone with your capital.

5
Dimensions
40
Questions
3+
Advisors to compare
~45'
Per interview
Your Progress
0 / 40
Blanc | Wealth Management · This framework is provided for informational and educational purposes only. It does not constitute investment advice, a recommendation, or a solicitation of any financial product or service. Recipients should conduct their own due diligence and consult qualified professionals before making investment decisions. © 2025 Blanc Wealth Management.