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The web's best personal finance advice.


A FINANCIAL ADVISOR CAN HELP YOU REALIZE YOUR FINANCIAL GOALS. WHILE THE VALUE
OF WORKING WITH A FINANCIAL ADVISOR VARIES BY PERSON AND ADVISORS ARE LEGALLY
PROHIBITED FROM PROMISING RETURNS, RESEARCH SUGGESTS THAT PEOPLE WHO WORK WITH A
FINANCIAL ADVISOR FEEL MORE AT EASE ABOUT THEIR FINANCES AND COULD END UP WITH
ABOUT 15% MORE MONEY TO SPEND IN RETIREMENT.1






IN THE PRESS:









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The web's best personal finance advice.



Financial Advisor


THE


FINANCIAL


ADVISOR


TYPES OF FINANCIAL ADVISORS

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THERE ARE SEVERAL DIFFERENT TYPES OF FINANCIAL ADVISORS. IT’S IMPORTANT TO FIND
THE ONE THAT MEETS YOUR NEEDS. A FINANCIAL ADVISOR WILL HELP YOU MANAGE YOUR
MONEY. TYPICALLY, PART OF THEIR JOB IS TO INVEST YOUR MONEY, BUT NOT ALWAYS.


SOME FINANCIAL ADVISORS, OFTEN ACCOUNTANTS OR LAWYERS WHO HANDLE ESTATES AND
TRUSTS, ARE CONSIDERED WEALTH MANAGERS. THEY CAN COORDINATE STRATEGIES TO REDUCE
YOUR TAX BURDEN. OTHER FINANCIAL ADVISORS SPECIALIZE IN INVESTMENT PERFORMANCE.
THESE ARE OFTEN REFERRED TO AS INVESTMENT ADVISORS OR MONEY MANAGERS.


LASTLY, THERE ARE ALSO ADVISORS WHO REFER TO THEMSELVES AS FINANCIAL PLANNERS. A
PLANNER TYPICALLY OFFERS A BROADER RANGE OF SERVICES THAT INCLUDES CLIENT
EDUCATION, CASH FLOW AND RETIREMENT PLANNING, INVESTING AND MORE.


FINANCIAL ADVISOR FEES


FINANCIAL ADVISORS GENERALLY FALL INTO TWO FEE CATEGORIES: FEE-ONLY ADVISORS AND
FEE-BASED ADVISORS.


FEE-ONLY ADVISORS ARE COMPENSATED BY THEIR CLIENTS ONLY. THIS COMPENSATION CAN
BE EITHER A FLAT-FEE OR BASED ON A PERCENTAGE OF YOUR ASSETS.


FEE-BASED ADVISORS CAN ALSO EARN COMMISSIONS BY SELLING YOU INVESTMENT PRODUCTS
OR SECURITIES. THESE COMMISSIONS CAN RESULT IN A CONFLICT OF INTEREST, WHERE
YOUR ADVISOR IS INCENTIVIZED TO RECOMMEND SUBOPTIMAL INVESTMENTS.


WHAT ARE FIDUCIARY FINANCIAL ADVISORS

A fiduciary financial advisor has a legal duty to act in your best interest. If
they have any potential conflicts of interest, they’re required by law to
disclose them.




For most people it makes sense to choose a fiduciary advisor. You can feel more
confident in their recommendations and advice knowing that they are prioritizing
your financial outcomes, not their own.




Financialadvisorinfo.com is dedicated to providing you with high quality
educational content regarding financial advisors and financial advice.
















Financial Advisor





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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 REGISTERED INVESTMENT ADVISERS AND/OR INVESTMENT
ADVISER REPRESENTATIVES (“RIA/IARS”) 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
RIA/IAR, PARTICIPATE IN THE MANAGEMENT OF ANY USER’S ACCOUNT BY AN RIA/IAR 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.

What's the Difference Between a Wealth Manager and a Financial Advisor?



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