Nectarine Financial Advisor Review: Pros and Cons

Create your very own Auto Publish News/Blog Site and Earn Passive Income in Just 4 Easy Steps

nectarine is an online platform that connects investors with certified financial advisors.

When it comes to managing your finances, you may not want to do it all on your own. When you need a helping hand, the right financial advisor can make all the difference.

Nectarine offers straightforward pricing, with investors able to choose between an hourly rate and a longer-term plan. This Nectarine review will examine how the program works and how it compares to other financial advisor referral services.

• Network of certified financial advisors you can work with.
• Simple pricing from $150-250 per hour.
• You can skip a sales pitch and get straight to your financial questions.

What is nectarine?

Nectarine was founded by Vivi Ton, Shane Sideris and Jeremy Schnieder. The company's stated goal is to “provide individual investors with access to world-class financial advisors without the conflicts of interest that plague the rest of the industry.”

This is the same team behind Personal Finance Club, which has a huge following on social media thanks to its easy-to-understand personal finance information.

What does it offer?

Let’s take a closer look at what Nectarine has to offer.

Simple pricing

In the opaque world of financial advisors, it is refreshing to see a straightforward pricing model for professional financial advice. The company advertises two different pricing packages, which I will describe in more detail below:

• The hour: Nectarine connects you with a certified financial advisor for $150 to $250 per hour. Within that time, you can expect to have a question or two answered about your financial progress and learn if you're on the right track.
• The plan. You can opt for the plan that includes eight weeks of engagement with three one-hour meetings, personalized consulting, unlimited emails, and more for $2,500. This option offers a more detailed approach to your plan.

You don't have to listen to a sales pitch or hire an advisor to manage your funds for an ongoing fee. Instead, you pay up front for advice.

Related: How honest financial advisors should disclose their fees

Wide range of topics

It's natural to have questions as you build your financial future. Fortunately, Nectarine connects you with vetted advisors who can provide you with information on the following topics:

• Review of the investment portfolio
• Review of tax-advantaged retirement accounts
• Investment tax issues
• Conversion and rollover
• Pension provision
• Early retirement planning
• Estate planning

No matter what questions you ask, you will probably find answers.

Network of certified professionals

Nectarine's network of licensed professionals is vetted. You won't experience sales pitches for investment products with kickbacks. And everyone you work with is a fiduciary. Fiduciary advisors are required by law to act in the best interests of their clients.

Additionally, you can see their areas of expertise and designations when you want to book an appointment.

Are there any fees?

Yes, Nectarine charges a flat fee for the time you spend with a financial advisor. Expect to pay $150 to $250 per hour for one-time meetings and consultations. Or you can opt for more comprehensive consultations over eight weeks for $2,500.

How does nectarine compare?

Nectarine matches you with advisors and charges you a flat fee when you receive advice through the platform. Here's how it compares to other top financial advisor matchmaking services.

WiserAdvisor is a financial advisor referral service that was launched in 1998. Through WiserAdvisor, you can find both fee-only and fee-based advisors. The referral service is free, so you don't pay any money unless you build an ongoing relationship with an advisor. From then on, each advisor has their own fee structure.

Money Cucumber is another online platform that connects you with advisors. These advisors work 1:1 through a video conference set up by Money Pickle. All advisors on this platform have at least five years of experience in their field.

Head area
	Consultants charge $150 to $250 per hour	Free matching. Each financial planner has their own fee structure	Free matching. Each financial planner has their own fee structure
cell

How do I open an account?

If you want to work with Nectarine, first choose which state you live in.

From there, you can explore the different advisors available. As you click around, you can find out what topics the advisor specializes in and what situations they prefer to work with. For example, if you're interested in retiring early, you can find advisors with specific knowledge on that topic.

Next, you can schedule an appointment that suits you. At this point, you will need to create an account with your name, email address and password. Finally, you will enter a payment method to proceed with your booking.

Is it safe and secure?

When choosing a financial advisor to work with, it can be difficult to find someone you trust. The beauty of Nectarine is that everyone in the network has already been vetted, making the pool of potential advisors more secure than if you simply used someone you found through a friend of a friend.

How can I contact Nectarine?

If you would like to get in touch with Nectarine, you can do so via a contact form on the company's website. Although the company is relatively new, it has received positive feedback on Trustpilot and has an excellent rating of 4.5 out of 5 stars. Note that this is based on just 13 reviews at the time of writing.

Is it worth it?

Nectarine offers a unique service that differs slightly from other online financial advisor matchmaking services like WiserAdvisor, Money Pickle, and Zoe Financial. These other platforms simply match you with vetted advisors. Their services are free, with the expectation that you will pay the advisor fees when and if you establish an ongoing relationship.

But sometimes you just need a one-time consultation and aren't looking for a long-term relationship. That's where Nectarine comes in. If you're willing to pay for direct feedback from an expert on your individual financial situation, Nectarine could be a good choice. If you're looking for an advisor to manage your money for years to come, one of the other services might be a better fit.

Check out Nectarine here >>

Nectarine properties

Create your very own Auto Publish News/Blog Site and Earn Passive Income in Just 4 Easy Steps