AdvisorFinder FAQ – Answers About Finding a Financial Advisor

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Frequently Asked Questions

Find answers to common questions about AdvisorFinder. Learn how our platform works, the types of advisors available, and how we keep your data safe.

What is AdvisorFinder?

AdvisorFinder is an online platform used by families and individuals to find a financial advisor for their unique needs. The service aggregates profiles from hundreds of financial advisors, allowing you to learn about their backgrounds, specializations, and the types of services they offer. AdvisorFinder is not a financial advisory service nor does it employ financial advisors.

How does AdvisorFinder work?

You can think of AdvisorFinder as a search engine to find a financial advisor. Filter for different advisors based on what you need help with or other criteria you’re looking for. Then, you can contact any advisor you choose. For this to happen, financial advisors create their own profiles.

Is there a fee to use AdvisorFinder?

For consumers, there is no fee. AdvisorFinder is free to use for anyone searching for financial advisors. Financial advisors, on the other hand, pay a subscription fee to be listed on the platform.

What types of advisors are on AdvisorFinder?

On our platform, you can find a range of financial advisors from hundreds of firms across the United States. Whether you’re looking for an advisor from a small, boutique firm or one from a large, nationally recognized institution, AdvisorFinder has you covered. You'll find professionals specializing in retirement planning, investment management, tax strategies, estate planning, college savings, and comprehensive financial planning, among other areas. Each advisor profile provides detailed information on their background, credentials, and areas of expertise, along with client reviews to help you assess their suitability for your needs. This extensive selection allows you to compare different advisors and choose one based on your financial goals and personal preferences.

How do I know if an advisor is licensed?

Every financial advisor profile on our platform displays a link to their BrokerCheck and/or IAPD. These links include each advisor's CRD number, which is a unique identifier used by regulatory agencies. This is a way to check that an advisor meets industry standards and regulatory requirements. In some cases, you can verify an advisor’s licenses or credentials on FINRA’s BrokerCheck or the SEC’s IAPD.

Is my personal data safe on AdvisorFinder?

Yes, your data is safe. AdvisorFinder adheres to strict data protection policies and follows best practices to secure your information. Your details are never sold to any third party, and your personal information is only shared with an advisor when you choose to make contact or schedule a consultation.

Is my information sent to advisors without my consent?

No, your information is never sent to advisors without your explicit consent. It remains secure on our platform and is only shared when you decide to reach out to an advisor or book a consultation.

How do I get started?

Getting started with AdvisorFinder is simple. First, visit our website and take the free personal assessment to find a financial advisor. Answer five questions about your financial needs and preferences. Then, review your personalized advisor results and compare detailed profiles. A step-by-step guide is available to help you understand how to effectively start a new financial advisory relationship and make an informed decision.

Can I compare multiple advisors?

Absolutely. AdvisorFinder is designed with comparison in mind. You can view multiple advisor profiles side by side, comparing key details such as their areas of expertise, fees, client reviews, and licensing information. Our filtering tools allow you to narrow down your options based on your specific needs, making it easier to weigh the pros and cons and select the advisor who best fits your financial goals.

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