WiserAdvisor Review: Find a Financial Advisor

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WiserAdvisor helps you narrow down your choice of financial advisors.

Finding a financial advisor you can trust is difficult. WiserAdvisor reviews all of its advisors and matches you with an advisor who meets your criteria in minutes.

We're researching something WiserAdvisor and how the platform works to help you decide whether it is a useful tool for your situation.

• WiserAdvisor connects individuals with pre-vetted financial advisors.
• Using the tool is free. However, the advisor you find will charge fees for their services.
• Every professional on the platform has a clean record and FINRA/SEC registration.

What is WiserAdvisor?

WiserAdvisor is an online directory of financial advisors. The service was first launched in 1998, which means it has been around for a long time. While the main goal is to connect multiple potential financial advisors, you can also find educational content on the platform.

What does it offer?

WiserAdvisor is a directory of financial advisors that connects you with a financial expert, or you can browse listings by location.

The site also features financial resources such as retirement calculators and informational articles.

Directory of certified specialists

The main feature of WiserAdvisor is that you can access this directory of verified financial advisors. Every advisor included on the platform is registered with FINRA/SEC and has a clean record.

As you explore the options, you'll find helpful information about each advisor. Details include, but are not limited to, the SEC number, the number of advisors in the firm, the amount of assets under management, the services provided, and the fee structure they use.

Matching services

As an individual, you can use WiserAdvisor to find a local financial advisor that meets your needs. The process begins with filling out a short form about your finances. From there, you will be matched with one to three financial advisors. If you like one or more of the consultants, you can interview them before moving forward.

Notably, the directory includes both paid and fee-based advisors. You don't have the option to filter by fee structure, which could be an issue if you're looking for a fee-only advisor.

You can search by state instead of filling out a profile to find an advisor near you. While you can't sort by fee-only or fee-based, the fee structure is clearly stated so you can search for what you're looking for with relative ease.

Related: How to vet a financial advisor

Financial Education Resources

In addition to connecting you with an advisor, you can access free educational resources through WiserAdvisor. The blog provides some useful information on financial planning. But you'll also find a number of calculators to help you crunch the numbers for your own financial situation.

The platform has several retirement planning calculators. You can also use a savings goal calculator and an inflation calculator.

Are there any fees?

Using WiserAdvisor as a matching service is free. Instead of charging you a fee, WiserAdvisor charges the listed advisor fees.

If you work with a financial advisor you found through the platform, fees can vary significantly. For example, you can find fee-based advisors who will charge you a flat fee to help you create a financial plan. Or you can find fee-based advisors who will charge you a fee based on the percentage of assets under management. Some of the consultants also earn money through commissions.

Make sure you are clear about what type of fees you want to pay before seeing an advisor. If possible, opt for a fee-based financial advisor.

How does WiserAdvisor compare?

WiserAdvisor isn't the only way to connect with a financial advisor. This is how it stacks up.

nectarine is new to the game of connecting people with financial advisors. The key difference is that it only works with consultants who charge a flat rate of $150 per hour. It's helpful to know what you're getting into in terms of cost, and Nectarine makes it a little easier to keep track of. The advisors on the platform are licensed and registered fiduciaries.

Zoe Financial also connects you with potential financial advisors who they claim are in the top 5% of their field. It's not clear how they determine who belongs at the top. However, advisors must have at least 5 years of industry experience and be fiduciaries.

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	Can be freely combined. Every financial planner has their own fee structure	Can be freely combined. Consultants charge $150 per hour	Can be freely combined. Every financial planner has their own fee structure
	Both paid and fee-based advisors are available		Both paid and fee-based advisors are available
	There is no minimum investment amount required, but for smaller amounts you may have few options		There is no minimum investment amount required, but for smaller amounts you may have few options
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How do I open an account?

If you want to work with WiserAdvisor, start by entering your zip code. From there, you answer a series of questions about your financial situation. Details include when you plan to retire, whether you own a home, whether you own a business, what your household income is, and more.

You'll likely receive your matches via email within a few minutes.

Is it safe and secure?

WiserAdvisor does not pass on your data to anyone except the appropriate advisors. This means that you should not receive spam calls from thousands of advisors if you choose to work with this platform.

How do I contact WiserAdvisor?

You can contact WiserAdvisor through a contact form on the website, by email at wa.assistance@wiseradvisor.com or by telephone at 703-651-2060.

In general, people seem to enjoy WiserAdvisor's service. It was even rated 4.1 out of 5 stars by Trustpilot.

Is it worth it?

If you're looking for a financial advisor and don't know where to start, WiserAdvisor could be the connection you're looking for. While you'll benefit from a simplified search process, you'll need to understand the fee structure of appropriate advisors before proceeding. If possible, choose to work with a fee-based financial advisor and avoid assets that incur management fees.

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