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POST /retirement/financial-advisor

<form id="funnelSubmitForm" method="POST" action="/retirement/financial-advisor" style="display: none;"> <input type="hidden" name="sessionId" value="9678099757"> <input type="hidden" name="sessionUUID" value="b9a19fdd-b12e-4727-8db6-b67d78a54179">
  <input type="hidden" name="matches" value="true"> </form>

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Over
Over
60,000
people got matched last month
people got matched last month

What is your current age?

Over 65
61 - 65
56 - 60
46 - 55
36 - 45
Under 35
Next

This survey will match you with up to 3 vetted fiduciary financial advisors. We
provide your advisor matches with your survey responses, which help them
understand your financial goals. Your advisor matches are chosen based on your
location and/or desire to work with remote advisors, as well as your stated
amount of assets. We also consider each advisor's advertising budget, therefore
advisors with larger budgets are more likely to appear in the results page. All
advisors must meet the same vetting criteria.





HOW DOES THIS SERVICE WORK?

1
Complete Your Profile
Answer questions about your financial goals to share with your matches.
2
Review Your Matches
Get matched with up to 3 fiduciary advisors. Carefully review your matches.
3
Work With Concierge
Our Concierge team will help connect you to your matches.
SmartAsset
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SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial
Insight Technology, is registered with the U.S. Securities and Exchange
Commission as an investment adviser. SmartAsset’s services are limited to
referring users to third party advisers registered or chartered as fiduciaries
("Adviser(s)") with a regulatory body in the United States that have elected to
participate in our matching platform based on information gathered from users
through our online questionnaire. SmartAsset does not review the ongoing
performance of any Adviser, participate in the management of any user’s account
by an Adviser or provide advice regarding specific investments. We do not manage
client funds or hold custody of assets, we help users connect with relevant
financial advisors. This is not an offer to buy or sell any security or
interest. All investing involves risk, including loss of principal. Working with
an adviser may come with potential downsides such as payment of fees (which will
reduce returns). There are no guarantees that working with an adviser will yield
positive returns. The existence of a fiduciary duty does not prevent the rise of
potential conflicts of interest.
Smartly made in NYC
© 2022 SmartAsset, all rights reserved.
Get in touch
Contact
Careers
SmartAsset
About
SmartReads
Captivate
SmartAdvisor
Press
SmartAdvisorMatch
Get Social

Like on Facebook

Follow on Twitter
Legal Stuff
Terms of Service
Privacy Policy
AdChoices
GLB Notice
Online Tracking Opt-Out Guide

SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial
Insight Technology, is registered with the U.S. Securities and Exchange
Commission as an investment adviser. SmartAsset’s services are limited to
referring users to third party advisers registered or chartered as fiduciaries
("Adviser(s)") with a regulatory body in the United States that have elected to
participate in our matching platform based on information gathered from users
through our online questionnaire. SmartAsset does not review the ongoing
performance of any Adviser, participate in the management of any user’s account
by an Adviser or provide advice regarding specific investments. We do not manage
client funds or hold custody of assets, we help users connect with relevant
financial advisors. This is not an offer to buy or sell any security or
interest. All investing involves risk, including loss of principal. Working with
an adviser may come with potential downsides such as payment of fees (which will
reduce returns). There are no guarantees that working with an adviser will yield
positive returns. The existence of a fiduciary duty does not prevent the rise of
potential conflicts of interest.
Smartly made in NYC
© 2023 SmartAsset, all rights reserved.