Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Fullerton
has
14
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Fullerton,
California
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
Fullerton,
California
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Fullerton, California.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
| 26 Years | $142,000,000 | $500,000 | Fee-Only | |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
| Not Disclosed | $1,000,000,000 | Not Specified | Not Specified | |
|
Jarret Rodriguez-Conklin
CIMA®, ChFC® HOMESTEAD WEALTH MANAGEMENT 413 East Foothill Boulevard, Suite 100, San Dimas, CA 91773 |
19 Years | $67,000,000 | Not Specified | Fee-Based |
| Not Disclosed | $108,000,000 | $250,000 | Fee-Based | |
| 18 Years | Not Specified | $100,000 | Fee-Based | |
| 25 Years | $9,500,000,000 | $500,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 40 Years | $1,700,000,000 | $100,000 | Fee-Based | |
| 25 Years | $650,000,000 | Not Specified | Fee-Only | |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
| Not Disclosed | $0 | Not Specified | Not Specified |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
2400 E. Katella Ave.,
Suite 910,
Anaheim,
CA
92806
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
3020 Old Ranch Parkway,
Suite 300,
Seal Beach,
CA
90740
Phone Number
562-799-5595
Matthew V. Pixa is the President and founder of My Portfolio Guide, LLC. Matt Pixa grew up in the San Francisco Bay Area and at a very young age learned from a World War II Veteran father who grew up in the Great Depression that money and resources are to be managed prudently. Matt's curiosity and passion for investing was further sparked during the stock market crash of 1987. Being a new investor without any guidance and coupled with the dramatic events of that period, an interest and passion for becoming a student of the markets was born. Matt studied Economics and earned a Bachelor's degree while also competing as a student-athlete for California State University Long Beach. After advancing his career for 12 years he decided to return to graduate school and further his business and finance education by earning an MBA from the W.P. Carey School of Business at Arizona State University. Matt is a proud holder of the CFP® Certification and is a CERTIFIED FINANCIAL PLANNER®. Matt Pixa lives in Seal Beach, CA with his wife Cecilia, daughter Isabel, and son Lance. As a family the Pixas are involved in several Orange County charities, through their church at Saint Joseph, and with several non-profits such as Care for the Poor and Taller San Jose. Matt enjoys coaching youth sports for his children's teams and also competes in Ironman triathlons as a way to stay fit, disciplined, and blow off any left over energy.
Every financial advisor should differentiate itself from the competition but how many truly do? As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio and how it's being managed. Any prudent consumer should shop around and we actually encourage you to do so. What you'll find is that no other financial services firm can beat the combination of our ethics, portfolio discipline, and fee structure. If you find one, tell us! Along with this promise to you, here is what sets us apart: NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION) A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask your current advisor to provide this in writing... we will!) INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASS INSTITUTIONAL SERVICE TEAM ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A CUTTING EDGE TECHNOLOGY PLATFORM A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR EACH CLIENT PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK TOLERANCE AND GOALS INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY STRATEGIC AND TACTICAL ASSET ALLOCATION CUSTOMIZED INVESTMENT GUIDANCE; NO PASSIVE? BUY AND FORGET? OR BOILERPLATE SOLUTIONS PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY, FRIENDS, AND COLLEAGUES ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE So... Why My Portfolio Guide? Ask yourself if your current advisor addresses and meets ALL of the above criteria?
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
600 Anton Blvd.,
Suite 1750,
Costa Mesa,
CA
92626
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2809696
Firm CRD# 287895
Compensation/Fee Based on Assets
Office Location
101 Main Street,
Suite 220,
Huntington Beach,
CA
92648
Phone Number
714-536-4065
Weaver Consulting Group is a family business led by CRPC-Certified Advisors, Jason and Travis Weaver. Our advisors offer 20+ years of experience creating customized solutions for every kind of retirement dream , from early retirement to unretirement and every phase of the market cycle
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
413 East Foothill Boulevard, Suite 100,
San Dimas,
CA
91773
Phone Number
909-667-0587
I am proud to call myself a Peekskill native, born and raised just 45 minutes north of New York City and a short drive from West Point (USMA). After graduating from Hendrick Hudson High School, I followed my dream of serving my country by becoming a United States Marine. I proudly served from 1999 to 2006, including during Operation Iraqi Freedom. Upon an honorable discharge, I transitioned to a new chapter in Southern California, beginning my financial career at Morgan Stanley. In 2005, I joined Bank of America Investment Services (now Merrill Lynch), and in 2009, I moved to Wells Fargo Advisors, where I had the honor of serving clients for over a decade. Currently, I bring my expertise as a comprehensive Financial Advisor, holding both the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services and the Certified Investment Management Analyst® (CIMA®) designation, taught by the Yale School of Management and administered by the Investment Management Consultants Association®. My financial planning services include: In today's busy world, clients are looking for different ways to engage with financial professionals. Some clients would like help with investment management, while others are focused on financial planning questions. When should I file for social security benefits, manage my 401k, what benefits package should I choose. These are a few of the questions that individuals have. We can simplify what seems complex by offering clients options on how they work with us at Homestead Wealth Management. As an independent boutique wealth management firm, we offer a personalized experience for those looking to develop a trusted relationship. Our clients will never feel as if they are small fish in a big pond.
Advisory Services Provided: Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management
About
Homestead Wealth Management
Qualifications
Firm CRD# 6413
Series 7, 63, 65, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
413 E. Foothill Blvd Suite 100,
San Dimas,
CA
91773
Phone Number
909-418-1866
Our firm focuses in helping individuals develop sound investment strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. The LPL investment advisor representatives offer securities and advisory services through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities
Qualifications
CRD# 6160905
Firm CRD# 333522
Series 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
1055 E. Colorado Blvd 5th Floor,
Pasadena,
CA
91106
Phone Number
626-219-0288
Nancy has been in the financial services industry for over 15 years. She works closely with individuals and families to design and implement customized financial plans that serve to protect and grow multigenerational wealth. She's worked in both large and small investment institutions servicing ultra high net worth clients. She is proud to have been able to contribute to discussions that allow clients to walk away much more informed and confident in their decision making . We are committed to empowering underserved communities through comprehensive financial education while guiding all clients to understand and achieve their financial objectives. Nancy have given back to the community by offering pro-bono financial planning advice to various non-profit institutions including Savvy Ladies and AARP. She has also spent time with Center for Financial Empowerment in their Mad City Money workshops to help empower high school students on topics of financial literacy. She is married with two school age sons. If she's not out in the baseball field or at a basketball court, she enjoys traveling the world or getting lost in a good book. As a CERTIFIED FINANCIAL PLANNER® and Investment Advisor Representative with a Series 65 securities license, Nancy upholds the highest fiduciary standards, always putting her clients' interests first.
Vera Wealth is here for Main Street investors. We work with individuals who are committed to transforming their financial future and building lasting wealth. We will educate clients and get them to financial literacy. No industry jargon, just straight forward guidance that makes sense for your life. We make professional financial planning accessible to all individuals in different phases of their life. Our approach is transparent and thorough. We explain not just what we recommend, but why. You'll understand the purpose behind each investment choice and how our carefully designed guardrails protect and grow your wealth. We believe informed clients make better financial decisions and achieve stronger long-term results. Come talk to us. We are here to listen.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
9900 Research Drive,
2 N. Lake Ave, Suite 520,
Pasadena,
CA
91101
Phone Number
949-215-4872
Simon brings 25 years of investment experience to his role as fiduciary and partner at Pasadena Private Wealth. He specializes in advising wealthy families and high-net worth individuals to help them achieve their long-term investment goals, including estate and heritage planning. As a former Wall Street trader, Simon utilizes his unique investment insight to create globally diversified, tax-efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, and attorneys. Simon currently serves on the Board of Directors of Saddleback Memorial Foundation. As a member of the Board's Investment Committee, he helps one of Orange County's leading non-profit hospital systems to invest its substantial portfolio and further its mission. Prior to becoming an independent wealth manager, Simon was the Founder and President of his own options trading company on the floor of the American Stock Exchange in New York. There he generated significant profits utilizing risk-averse trading strategies, eventually expanding his company to include traders on the floors of the American Stock Exchange, Chicago Board of Trade and Philadelphia Stock Exchange. Born and raised in New York City, Simon holds a B.A. degree from the University of Michigan with an emphasis on global economics.
Pasadena Private Wealth provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives. Financial planning services will typically involve preparing a financial plan or rendering a financial consultation for clients based on the client's financial goals and objectives. This planning or consulting may encompass Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Cost Segregation Study, Corporate Structure, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, or Business and Personal Financial Planning. Written financial plans or financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the clients. Implementation of the recommendations will be at the discretion of the client. Our firm provides clients with a summary of their financial situation, and observations for financial planning engagements. Financial consultations are not typically accompanied by a written summary of observations and recommendations, as the process is less formal than the planning service. We're a different kind of investment advisory firm. That's because we offer much more than investment management: we are a true one-stop shop for personal and business financial advice, delivered seamlessly through one voice. With over 110 years of combined financial services experience, our bench is deep and our skills range from banking and real estate to portfolio management and corporate retirement plan design. This enables us to be highly responsive and propose solutions that take into account your entire financial picture, however complex and intermingled your various assets and income streams are. Because we have witnessed firsthand the inefficiencies of a compartmentalized approach, PPW has purposely tried to eliminate the service layers and the product barriers that are so often present in larger institutions. Our versatile advisers are trained and equipped to answer a variety of financial questions without always needing to consult a product specialist from another division. This allows us to be product-agnostic, and makes our professional staff more responsive and more accountable to our clients on all fronts. Our core belief is that by having all of these skills and services under one roof, we can be better stewards of your family's wealth.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
225 South Lake Avenue,
Suite 1185,
Pasadena,
CA
91101
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1960 E Grand Avenue,
Suite 710,
El Segundo,
CA
90245
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
6345 Balboa Blvd,
Building 1, Suite 100,
Encino,
CA
91406
Phone Number
661-505-6311
At X Advisors, we are committed to delivering personalized investment management and comprehensive wealth planning designed with your unique aspirations in mind. Our mission is to simplify the intricacies of wealth management, offering clear, actionable guidance that empowers you to achieve your financial objectives. From novice investors taking their first steps to seasoned individuals preparing for a secure retirement, we provide expert insights, and customized support to navigate your financial journey today and for the years ahead.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 135281
Compensation/Fee Fee-Only, Based on Assets
Office Location
21600 Oxnard Street Ste 1755,
Woodland Hills,
CA
91367
Phone Number
469-915-4786
Ranked "TOP ADVISOR 2024" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success. Google Reviews Read articles by Jonathan Dash
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
21550 Oxnard Street,
Suite 950,
Woodland Hills,
CA
91367
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 153184
Compensation/Fee Based on Assets
Office Location
12348 High Bluff Drive,
Suite 200,
San Diego,
CA
92130
Phone Number
844-249-6534
Stratos Private Wealth is a boutique wealth management group that offers a unique combination of financial planning, life coaching, and investment management. Our team of professionals is dedicated to helping clients transform their financial plans from uncertain, disorganized, and passive to a journey with an ever-present guide. We proactively provide innovative ideas and watch for blind spots, enabling you to make the most of your finances and shift your focus back to the things you love most. At Stratos Private Wealth, we specialize in working with busy professionals with equity compensation, business owners, and individuals seeking to delegate financial planning and investment management to advisors with expertise and training in the unique challenges of affluent families.
Advisory Services Provided:
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 15 | 3743 | $1,224,507,399 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 9 | 819 | $645,493,379 | A percentage of AUM, Hourly charges, Fixed fees |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
