Frequently Asked Questions (FAQ'S)

Here are answers to the most common questions people have about WiserAdvisor.com. We hope that this page helps you to get the most out of our service.

What is WiserAdvisor.com?

WiserAdvisor.com is an independent and unbiased matching service that's designed to help introduce individuals to financial advisors who are screened to align with their specified needs. Services we cover include portfolio management, retirement planning, educational planning, estate planning, insurance, taxes, and business finances. We pride ourselves on our system's simplicity, objectivity, and our network of pre-screened advisors. Within five minutes you can be on your way toward finding an advisor who can work towards your goals, at no cost or obligation to you.

How does it work?

We offer two great ways to find an advisor. In each case, the system has been designed to cut through the complexity of searching and to point you directly to advisors suited to your financial needs. We have spent over fifteen years developing and enhancing the service to make sure that WiserAdvisor.com is the only tool you will need to use to find a suitable advisor. The easiest way to get started is directly from the home page.

How can I tell if I would benefit from a financial professional?

In order for a person to take control of their financial future, three things are required: interest, skill, and time. Some people are not interested in managing their money, planning for retirement, doing their taxes or preparing for the education of their children themselves. Other people don't feel that they have the necessary skills to navigate the complexities of finances and investing. And some other people simply don't have the time. If you fall into one or more of these categories, a financial professional can help you to prepare for retirement or other life changes, avoid costly mistakes, and sleep soundly at night. For a more detailed description of how to determine if you would benefit from a financial professional, please click here.

I am new to investing and do not have a lot of money saved up? Will a financial professional want to work with me?

Professional financial help is no longer considered a service for the wealthy. Help is available for individuals at every income level. While some companies have a minimum portfolio size or net worth requirements, there are many opportunities for those who are just getting started. Advisors are looking to build long-lasting relationships that may start out small but eventually grow with time.

How does WiserAdvisor.com compare with other ways to find a financial professional?

There are other ways that you could find a financial professional, such as the yellow pages or asking a friend. But the best advisor for your friend is not necessarily the best advisor for you, because everyone's situation is unique and it's important to find a financial professional suited to your individual circumstances. WiserAdvisor.com helps you to do this. Unlike financial service companies that encourage you to use just their advisors, our system includes thousands of advisors from hundreds of different companies, so you don't have to worry about any conflicts of interest. And most importantly, the service is free, unbiased and confidential, and there's no obligation at all. For more information about the benefits of using WiserAdvisor, please click here.

How can I be sure that an advisor that I find through WiserAdvisor will be of high quality?

Unlike a simple directory or the yellow pages, financial advisors cannot just pay money and be listed with us. Every advisor has to be an experienced and highly skilled professional who meets our strict screening criteria. These are the only advisors that we work with and these are the only professionals that you will find listed on our site.

Does WiserAdvisor require detailed information from me?

No, all we need are (a) basic information to be able to match financial advisors for you, and (b) your contact information so that the advisors can get in touch with you. Make sure to provide accurate contact information as this is the only way for your advisor to contact you. We will never ask for your credit card or any other billing information since the service is completely free.

What happens after I submit my information?

If you choose to use the search assistant method, then, after you submit your information, one of our experienced consultants will be assigned to find financial advisors for you. They will send you an e-mail with their names and information about their background, certifications, experience etc. The selected financial professionals will then get in touch with you

Alternatively, if you choose to use the advisor directory or the matching service, then you will receive an e-mail with the names of the professionals you selected and they will contact you shortly thereafter.

What should I do after an advisor contacts me?

We recommend that you take time to meet every advisor and review their credentials. The first meeting should be more like a mutual interview, so that both parties get to know each other better. For more information on how to interview an advisor, please click here.

Will WiserAdvisor ensure that my personal information is safeguarded?

WiserAdvisor.com has the utmost respect for every individual's right to privacy. We understand the importance that each visitor, member, affiliate or client places on his or her security and the privacy of the information that is given to us. Further, the success of our business depends upon our ability to maintain your trust. For these reasons, the privacy and security of your personal information is our highest priority. We will never disclose your information to any third party, except the appropriate financial advisors. For the Matching Service and the Advisor Directory this means the advisors that you specifically select, and for the Search Assistant this means the advisors we select for you (typically two or three), based on your criterion. You can find our full privacy policy here.

I have other questions or comments about the service. What should I do?

Whether you are having difficulty using our site, have a suggestion for how we can make it better, or just want to tell us how we're doing, by all means, please feel free to contact us. We can be reached by phone at 866-638-5323 or by email at wa.assistance@wiseradvisor.com

Alternatively, you can contact us by clicking here.