How to find a Financial Advisor | Complete Guide

Do you want to find a Financial Advisor? Looking for a Financial Advisor that is near you and can handle all your financial activities?

Do you need a  financial advisor that will manage every aspect of your financial life, from retirement planning to estate planning to savings and investing? If yes, you are on the right track.

If you want a financial advisor that will work within your budget, you will find them here. Finding a financial advisor that you can trust can be a bit tough but you can be assured here that you will find someone to invest your money, make smart decisions, build a financial plan

Here on this page, you will get to know the ways you can locate a Financial Advisor in 2022, the thing to look out for when considering choosing a financial advisor. So if you a looking to hire a financial advisor today, this article is just what you need to get the best Financial Advisor.

How to find a Financial Advisor

Ever wondered where you can find a financial advisor near you? With this list below, you will find that financial planner you have been searching for:

  • From online advisor search. U.S. News has an online database of financial advisors across the country. You can use the search to find advisors in your area and learn more about their specialties and experience.
  • From friends, family or colleagues for recommendations. You’ll be more likely to find somebody who will work with you if your friends, family members or colleagues
  • The Garrett Planning Network. Garrettplanningnetwork.com offers a map of the United States where users can click on a state and find a list of financial advisors who cater to the middle class.
  • The National Association of Personal Financial Advisors. The association’s website, napfa.org, allows you to find a financial advisor near you.
  • XY Planning Network. Justin Chidester, owner of Wealth Mode Financial Planning in Logan, Utah, considers this “the leading association of advisors in the middle to middle-upper income or wealth tier.” Search by location and specialty on the network’s website to find local fee-only advisors.
  • The CFP Board. The CFP Board’s website, cfp.net, will help you find local advisors with the Certified Financial Planner (CFP) designation, which helps distinguish holistic planners from advisors who offer only investment management services.
  • Robo advisors. You may want to consider automated Portfolio management services like Schwab Intelligent portfolios, that you don’t pay advisory fees or commissions, though you will need $5,000 to get started. And Betterment, which is another popular robo advisor, that has no minimum account requirement
  • Search engines. When looking for a financial advisor, search engines should not be overlooked. You can do  a quick Google search for “financial advisor near me” or “financial advisor for the middle class.”
  • The Accredited Financial Counselor website.

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Things to consider when choosing a financial advisor

The following are things you should look out for when considering choosing a financial advisor:

  • Understand the types of financial advisors
  • Choose which services you want
  • Consider how much you can afford to pay an advisor
  • Vet the financial advisor’s background

For questions and enquires on how to find a Financial Advisor, please do well to leave us a comment below.

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