Find a Financial Advisor

All professionals that provide financial services may call themselves financial advisors but it is important to understand the different types of advisors to know who can help you with your specific financial situation. Advisors differ by their area of expertise, and the kind of financial services they offer. The different types of financial advisors include accountants, insurance agents, financial planners, portfolio managers, investment advisors, retirement planners, wealth managers, robo-advisors, and more.

Financial advisors use several compensation methods to charge for the financial services that they provide their clients. The cost of an advisor you hire will vary depending on the fee structure they use. Most advisors charge based on the money they manage for their client under the “assets under management” (AUM) fee structure. The fee may range from 0.25% to 1.5% per year. Other advisors may charge commission-based fees, hourly fees or follow a flat fee structure.

Most people look for a financial advisor using search engines like Google, etc., or by asking trusted friends or family for recommendations. But, your financial situation may not be the same as your friends or family, and Google may list hundreds of advisors, making it extremely time consuming for you to find the advisor you need. Use a company like WiserAdvisor who matches you to 2 to 3 vetted financial advisors based on your specific needs and has been a trusted source for over 20 years. It's a simple 2 minute process to place your secure request.