Loading…
Financial advisors provide personalized guidance to help you achieve your financial goals. Whether you're planning for retirement, managing investments, or navigating complex tax situations, a qualified advisor can provide valuable expertise.
✨ Powered by AI - describe your needs in plain language
Searching advisors...
Look for an advisor who is a fiduciary, meaning they are legally required to act in your best interest. Consider their fee structure (fee-only is often preferred), credentials (like CFP®), and experience with clients in your specific financial situation.
These terms are often used interchangeably, but 'Financial Planner' often implies a focus on comprehensive long-term planning (retirement, estate, tax), whereas 'Financial Advisor' may focus more on investment management. Look for the CFP® designation for rigorous planning expertise.
Costs vary. Fee-only advisors typically charge a percentage of assets under management (often ~1%), an hourly rate ($200-$400/hr), or a flat annual fee. Always ask for a clear explanation of all fees in writing.
Finding the right financial advisor is crucial for achieving your financial goals. Browse 39 qualified advisors and find the perfect match for your financial planning needs.