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Finance and investments : Do It Yourself or Hire a Pro?
The Definitive Guide to selecting the right financial advisor for your needs.
How much do you know about the three largest learning curves that most retirees must face? In dealing with health care costs, Social Security, and Medicare, there are hurdles that can entangle even the savviest retirement-planner, especially when it comes to tracking rules and yearly changes…more
When faced with all the decisions that need to be made to ensure you select the proper investments to meet your long-term financial goals, it's easy to become overwhelmed. The answer is to focus on the fundamentals. Make sure to get these basics right…more
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Edward L Roth, CFP® Financial Advisor from Adrian,MI
Josh Label Financial Advisor from Kirkland,WA
Brent Carman Financial Advisor from Scottsdale,AZ
Jim Reynolds Financial Advisor from Minneapolis,MN
Joseph Marshall Financial Advisor from Fall River,MA
William Scott Financial Advisor from Houston,TX
Michael Stewart Financial Advisor from Crystal Lake,IL
Chris Schipske Financial Advisor from Ellicott City,MD
John Griffin CFP® Financial Advisor from New York,NY
Kevin Cecil Financial Advisor from Raleigh,NC
Fee Only financial advisors are no-commission advisors who only charge for the advice they give. They do not earn commission by selling any Financial Products. Fee Only advisors help to reduce the conflicts of interest inherent in how they get paid and what they recommend. Fee only planners primarily focus on providing comprehensive financial solutions. Their fees include charging on a percentage of assets under management, flat fee or hourly free basis.
Look for a Fee Only Financial Advisor * near your location.
The Fee Based advisors are different from traditional advisor on method of compensation. A fee based financial advisor are those who receive fees paid by you, and commissions paid to them by a brokerage firm, mutual fund company, insurance company, or investment partnership. Unlike traditional financial advisors who receive a commission from mutual fund and insurance companies for placing their client's money into their respective products, fee-based advisors earn fees from advice and they make commissions on some of the products they sell. Thus advisors interests are considered to be more in line with those of their client's.
Look for a Fee Based Financial Advisor * near your location.
* Financial Advisors in our network may be dually registered; advisors, in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers.
Finding a financial professional can be a daunting task. There are literally thousands of people who work with portfolios and retirement accounts in the United States, and choosing the right one for you can seem impossible. How do you choose a needle from a seemingly endless stack of needles? Financial professionals understand this problem, and do everything that they can to differentiate themselves from their competitors. Financial advisors have different educational backgrounds, experiences, and work with different companies - all of which leave you with a host of variables with little solid ground to judge them by.
This is why special designations were created. They level the playing field, allowing investors to see which advisors have gone that extra step to make themselves the most qualified professionals. Designations are often earned through required coursework and examinations that test an advisor's knowledge in various specialized areas. Some designations are designed specifically for advisors who work with retirees, while other designations show specialization in insurance or business. No two designations are exactly alike, and some are more reknowned than others.
WiserAdvisor strives to bring you an extensive listing of pre-screened financial professionals on the internet. If you are interested in speaking with one of our professionals, please give us some brief information on our matching page.
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Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.
$450K
I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.
All advisors have to meet strict screening criteria to be part of our network.
WiserAdvisor is NOT a financial services company and does NOT offer any financial advice or products.
Our Advisor Match service is FREE to consumers. Advisors do pay a fee to be part of our network.
We will not share your information with anyone but the advisors who are matched to your financial preferences.
You are not obligated to hire any advisor that you are matched with.
We have advisors from independent RIAs to large broker dealers.
You will only talk to advisors whose profile matches your financial needs.