Answering some basic questions will enable us to find a more suitable financial advisor match for your specific needs. Your information will remain private and confidential.
Sometimes a pre screened local advisor may not be the most suitable match and may limit the options for your specific needs. Your information will remain private and confidential.
Our advisors specialize at handling different asset levels. Your portfolio size is required for a successful match. Your information will remain private and confidential.
Double checking that we got the location right. Your Information will be sent to 1-3 matched advisors only. Your privacy is important to us.
Required for advisor match and connect. By submitting personal information through the Site, you agree to our "Terms of Service" and consent to receiving emails, phone calls, and/or text messages from FinancialPlanners.net and up to 3 financial advisors related to your request. Your privacy is important to us.
Who We Are
FinancialPlanners.net is a nationwide network of financial advisors and planners. Our members belong to boutique RIA firms as well as big wall street brands. We also provide a customized matching tool to connect consumers to vetted financial advisors.
The advisor-match service is free to the consumers. We screen advisors based on their years of experience, their SEC/FINRA registration and records, and their compensation criterion. All advisors on our network are fee only or fee based.
What We Do
We make it easy and convenient for consumers to find and connect with pre-screened financial advisors in their area.
Why Use Us
No Cost: The Advisor Match Service is free to consumers.
No Obligation: You are not obligated to hire any financial advisor that is matched to you.
Confidential: Your information is not shared with anyone other than the advisors.
Saves You Time: You only talk to pre-screened advisors that match your financial needs.