WiserAdvisor (WA) sponsors an electronic referral and listing service through its website located at https://www.wiseradvisor.com (Website), through which Users can research and be contacted by qualified advisors, such as financial advisors, financial planners, accountants, investment advisors, and insurance professionals (collectively, Advisors).
WA does not recommend any specific Advisor to Users; it provides Users with one or more Advisors who meet the User's criteria. Users must evaluate and choose on their own the Advisor with which they would like to work after reviewing the information provided by WA about the Advisor or by reviewing advisor credentials here. WA is not responsible for determining or reviewing any advice an Advisor gives to a User.
For WA services, WA charges its Advisors an annual membership subscription as well as a per lead fee for each qualified lead (containing User contact information) or a flat marketing fee for leads delivered to that Advisor. The fees are determined by the services that the lead chooses and those which the Advisor offers, as well as the minimum portfolio size required by the Advisor. Each Advisor's Form ADV Part 2A disclosure, contains a description of the services provided, fees charged as well as other important disclosures. A link to each Advisors form ADV Part 2A can be found on their profiles, which are emailed to you and can also be found on our advisor directory. There are no charges for Users to use the WA Services.
WA may enter into agreements with third parties, including broker-dealers, custodians and other providers of financial services, which would allow WA to include a link to its Website from the websites of those third parties. Those agreements may authorize WA to compensate the sponsors of those sites by paying them fees that are based on the amount WA earns based on how many Users use the service from those links. Other than such arrangement, WA does not have relationships with broker-dealers or custodians and does not accept products, services, or research from any broker-dealer.
A copy of WA Terms of Services is available here. WA requires that all Advisors have obtained the proper licensing from the SEC, FINRA or other regulatory body.
By using the Services provided herein, you hereby acknowledge receipt of (1) this disclosure, (2) the Form ADV Part 2A of each Advisor to whom you are matched, and (3) WA Terms and Conditions of Service, all as required by SEC regulations.
Should you have any questions about this disclosure, please do not hesitate to contact WA or any of the Advisors to whom you have been matched. You may also print or save a copy of this disclosure for your records.
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* 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. ** We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.
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