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Vet potential advisors through referrals, online tools and professional organizations. Clarify your needs before choosing a financial advisor to find the best fit for you. Finding a financial advisor can feel overwhelming.
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You could easily type “financial advisor near me” into Google and drown in options. But not every advisor is the same, and not every advisor is right for you. There’s a lot to consider when finding a financial advisor , but here are a few resources to make the process easier. 1. Use an online matching tool to find the best advisor for you Advisor-matching platforms connect you with vetted professionals after a short quiz about your goals. The platform then generates a list of advisors who meet your criteria. Here are three other online advisor matching tools you can use for free. Zoe Financial Zoe Financial connects consumers to financial advisors who meet their needs. The company vets each professional, who must hold a CFP or CFA certification and have a minimum of five years of experience. You’ll take a short quiz and Zoe will match you with three financial advisors. There are thousands of advisors in Zoe’s network — and you may get matched with an advisor outside your area who offers remote services. Advisors typically charge a fee of less than 1.5 percent of your assets under management. Wealthramp Wealthramp is a platform that helps you find local, fee-only financial planners who are fiduciaries. You take a short quiz about your finances and answer questions to gauge your investment style and whether you’re looking for an in-person or remote advisor. Wealthramp doesn’t charge a fee to match you with a financial advisor. While the consultation is free, you may not know exactly what you’ll pay for services until you contact an advisor directly. Harness Wealth Harness Wealth helps connect you with financial firms based on your assets and the complexity of your financial situation. According to the company’s website, clients include entrepreneurs, small business owners, angel investors and those living or working in multiple states or countries. Harness Wealth doesn’t charge a fee to find and evaluate firms. Firms on Harness Wealth typically charge a 1 percent investment management fee for the first $1 million in assets under management. À la carte financial services such as estate planning creation and a comprehensive financial plan range from $1,000 to $5,000. 2. Ask for recommendations from friends and family Getting recommendations from friends and family who’ve had positive experiences with financial advisors can be a great starting point. They can provide insights into the advisor’s communication style and personality — details you probably won’t find on an advisor’s website. You might even receive a discount if a friend or family member refers you to the advisor. Looking for an advisor?: Find a financial advisor near you or online 3. Look into professional advisor organizations If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors. CFP Board: A certified financial planner is a type of financial advisor who undergoes rigorous training and education in virtually all aspects of financial planning, including investments, taxes and insurance. The CFP Board certifies these professionals. The CFP Board’s Let’s Make a Plan website offers a search tool to help you find CFPs in your area. National Association of Personal Financial Advisors (NAPFA): Enter your zip code, and the National Association of Personal Financial Advisors’s search tool will give you details about fee-only advisors near you. From there, you can contact them directly through a form on the NAPFA’s website. 4. Consider robo-advisors If you’re just starting out or prefer a hands-off approach, a robo-advisor may be enough. These platforms invest your money automatically at a lower cost than traditional advisors. You can get started in minutes by answering a few questions about your goals and risk tolerance. While these robo-advisors have gained popularity with hands-off investors, some robo-advisors also offer insight from a human financial advisor . Betterment , for example, offers access to CFPs through its Premium tier. Meanwhile, SoFi Automated Investing gives clients one complimentary 30-minute session with a financial planner, and SoFi Plus members get access to unlimited sessions. 5. Go with an online financial advisor If you live in a small town or simply prefer flexibility, working with an online financial advisor can be a strong option. Many financial advisors now offer virtual services via Zoom, email or over the phone.
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