WiserAdvisor makes the process of finding a financial planner much easier because they have a network comprised of thousands of advisors from hundreds of different companies. Because of that, there is no conflict of interest. Also, their service is completely free, and there are no strings attached when it comes to signing up.
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WiserAdvisor Quick Facts
- Began operations: 1998
- Cost: Free
- Core purpose: Ensure a high-quality fit for both consumers and financial advisors.
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WiserAdvisor Services
WiserAdvisor is a platform that matches clients to financial advisors. These advisors can help you with:
- Portfolio management
- Retirement planning
- Educational planning
- Estate planning
- Insurance
- Taxes
- Business finances
On top of that, they also provide financial articles and blogs, a directory of qualified financial advisors, and a variety of financial calculators to help you make sound retirement, college savings, and personal savings decisions.
How WiseAdvisor Works
The independent and unbiased platform connects you to pre-screened advisors simply and accurately. So you’ll be rest assured to find the best advisor for your unique financial needs. Here’s how it works:
- You fill out the questionnaire.
- WiserAdvisor takes into consideration your answers and finds vetted advisors with complementing profile information and client preferences.
- You compare matched advisors and initiate contact with the ones you like.
This matching service is completely secure and private. Your information will only be shared with matched advisors.
WiserAdvisor Fees
There are no fees to using this service and their database, and no obligations whatsoever to connect with one of their many financial advisors in their network.
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Bottom Line
WiserAdvisor’s matching service pairs you with only the best and trusted professionals that match your financial profile and preferences perfectly.
All you have to do is make your needs known through their questionnaire and you’re set. For more posts like this check out our list of bank guides and credit card bonuses!
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