Learning how to become an effective investor takes a lot of time and energy. Make sure that you're willing to put forth the effort. Investment Knowledge and the Financial Advisor Financial advisors have years, even decades, of experience...more
If you think you need to learn more about investing, you're in good company. In a recent poll, 97 percent of American investors said it was important to increase their investment knowledge. Almost half said they could have avoided a negative...more
What's the best way to invest your money? In my parent's day, conventional wisdom was that the best investment strategies for accumulating wealth were built on safety and security. This usually translated into a belief in 'the American Dream' '...more
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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When you build a business, you're not simply fulfilling a vision while earning a living; you're also creating a legacy. Enter succession planning: the process of preparing to hand over your company to future leaders. Let's look at how you should start preparing for your company's future management?...more
David Wallin Financial Advisor from Warr Acres,OK
Jared Copinga Financial Advisor from Meridian,ID
Eric Seger CFP® Financial Advisor from Bloomfield Hills,MI
David Baitel Financial Advisor from Owings Mills,MD
Brian Hood, CFP Financial Advisor from Des Moines,IA
Robert Lawson Financial Advisor from Minneapolis,MN
Jared Copinga Financial Advisor from Farmington,UT
Gary Jeweler, CFP®, CPA, PFS, CLU Financial Advisor from Seattle,WA
Dominic Chavez Financial Advisor from Santa Fe,NM
Grant Collins Financial Advisor from Columbia,SC
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.
Click here to understand advisor credentials.
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.
Profile: Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.
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, once they qualify, to be a part of our network.
We do not share your information with anyone other than the financial advisors are are matched to as per your requirements.
You are not obligated to hire any financial advisor that is matched to you. We do however request you to interview all the advisors to check if they suit your financial situation.
You will only talk to pre-screened financial advisors whose profile matches your financial needs.