The Zoe Advisor Vetting Process

You only hire the best fiduciary advisors through Zoe. Our advisor vetting process ensures that you only work with the best.

Our vetting process
Our Vetting Process 60%
Our Vetting Process 60%

Credentials & Education

We separate advisors according to their qualifications, e.g. CFP, CFA,CPA. Advisors without the required designation are excluded.

Our Vetting Process 44%
Our Vetting Process 44%

Experience

Knowledge comes with experience. We ensure that every advisor we recommend has the necessary relevant experience. 

Our Vetting Process 34%
Our Vetting Process 34%

Unbiased & Transparent

All advisors are fiduciaries, required to have competitive pricing and disclose any conflicts of interest. 

Our Vetting Process 12%
Our Vetting Process 12%

Quantitative Assessment

We assess their depth of knowledge, ability to problem solve, operational efficiency, and client-advisor ratio. 

Our Vetting Process 5%
Our Vetting Process 5%

Qualitative Assessment

We assess their communication skills and overall client experience. 

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Real financial planning should pay off today. Not in 10 years time