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- Alana Benson
- Use an online financial advisor matching service. It can take a while to find the right financial advisor, but some services will match you with an advisor in your area for free.
- Check the CFP Board website. The CFP Board is a professional certifying organization that sets the standards and requirements for earning a certified financial planner (CFP) designation.
- Look into professional finance advisor organizations. There are national and local financial planner associations you can use to help you find the right financial planner.
- Tap into a financial planning network. The Garrett Planning Network. The Garrett Planning Network's member advisors must be fee-only, offer financial planning services on an hourly or as-needed basis, be financially accessible, hold or be working toward a CFP, CPA or PFS designation and adhere to a fiduciary oath.
- Why Work with A Financial Advisor Near You?
- How to Find A Financial Advisor Near You
- Tips to Find The Best Financial Advisor Near You
Despite the fact that countless services went virtual during the pandemic, you may still feel the need to hire a pro you can visit in person. Dan Moisand, 2023 chair of the CFP Board—the organization that issues the certified financial planner(CFP) credential—says you’re not alone. “Most people prefer an in-person conversation when making important...
1. Online Advisor Matching Services
Online advisor matching services are a bit like a “what’s your size” online clothing quiz: Enter your preferences and they make suggestions that might be a great fit. To use a matching tool, you complete a brief quiz about the advisory services you need, like retirement planning or investment management, along with some personal information and your budget. The matching engine then lists advisors in your area who are on its platform who meet your requirements. Note that advisors typically pay...
2. Professional Advisor Organizations
National Association of Personal Financial Advisors (NAPFA) With more than 4,400 members across the country, NAPFA makes it easy to find a local, fee-only fiduciary financial advisor using your zip code. Nikki Palluzzi, senior director of member services with NAPFA, points out that search results don’t stop with a name and address. Member listings also give extensive details about individual advisors, including certifications, experience, practice focus areas and approach to financial plannin...
4. Referrals from Friends, Family or Colleagues
Don’t be shy about asking your inner circle for recommendations when looking for a local financial advisor. Not only will you likely get multiple names to check out. If someone you know has enjoyed a long-term relationship with an advisor, that’s peace of mind you likely can’t get from an online matching tool.
While online search tools can help connect you with prospective advisors, you’ll need to be part of the final vetting process. These tips can help identify the best financial advisor for your unique needs.
Wells Fargo Advisors provides a full range of financial advisory services, investments, brokerage services and online trading for your retirement goals.
www.bankrate.com · investing · financial-advisorsHow To Find A Financial Advisor Near You - Bankrate
May 21, 2024 · How to find a financial advisor near you. Whether you screen candidates on a financial organization’s website or use an online matching tool to vet pros for you, finding the right financial...
- Rachel Christian
Find a fee-only financial advisor near you with the Find an Advisor tool from the National Association of Personal Financial Advisors. Visit us today to learn more.
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Find a Wells Fargo Financial Advisor near you in Wells Fargo Advisors office locations, Wells Fargo Bank branches and over the phone. Use our locator tool.
