![]() ![]() Nikki Palluzzi, senior director of member services with NAPFA, points out that search results don’t stop with a name and address. 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. National Association of Personal Financial Advisors (NAPFA) While there are no account minimums to work with Zoe, they say their average client has $750,000 in investable assets. However, most of the platform’s advisors work remotely as well. They also claim to reject 95% of advisors who apply “so you don’t have to.”Īfter a brief intake questionnaire, algorithms and humans work together to match you with a three advisors, some of whom may be local. Zoe Financial matches investors with vetted, credentialed independent advisors with a minimum of five years of experience holding a CFP, CPA or chartered financial analyst (CFA) certification. However, their a la carte tax, financial planning and trust and estate services have no minimum. The company’s 5-minute intake quiz lets you input your financial profile and get referrals for the professionals you need.ĭespite their focus on startup founders and employees, Harness Wealth can help anyone connect with vetted financial, legal and tax professionals.Īccording to David Snider, founder and chief executive officer at Harness Wealth, the company has a $250,000 investment minimum for AUM-based financial advice. If you’re at a startup with equity options, Harness Wealth may be the right choice for you. While Wealthramp will match you with up to three advisors (both local and virtual), they won’t share your information with any of those advisors without your explicit permission-a refreshing differentiator that prevents the all-too-familiar onslaught of sales calls. Founder Pam Krueger individually vets every advisor in the Wealthramp network, assessing multiple traits, including communication, collaboration, internal and external teams and fee structure. Wealthramp specializes in matching investors with independent, fee-only fiduciary financial advisors. They also go through an interview process with Datalign staff to assess their experience and specialties. This network’s advisors aren’t just screened for potential disciplinary disclosures. You’ll be rewarded with a vetted advisor who’s well-equipped to meet your needs. Pack a snack and be ready to answer extensive questions about your finances and goals. While some online advisor matching tools only consider your net worth and zip code, Datalign Advisory uses an in-depth financial questionnaire to help find an ideal financial advisor near you. Related: How To Choose A Financial Advisor Note that advisors typically pay a fee to be listed on matching platforms, and they generally must meet other criteria for inclusion. The matching engine then lists advisors in your area who are on its platform who meet your requirements. 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. 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. ![]() How to Find a Financial Advisor Near You 1. From estate planning attorneys to certified public accountants (CPAs) and mortgage lenders, your advisor can help you build a team of local professionals to help keep your financial goals on track. One more benefit to working with a local advisor is access to their professional network. Not only can you get a better grasp on your advisor’s personality and professionalism, meeting in person with a local advisor also lets you reinvest in your community, like choosing to shop at local merchants or farmer’s markets. While teleconferencing has its conveniences, in-person meetings have plenty of additional benefits. “Most people prefer an in-person conversation when making important decisions about their life savings,” says Moisand. Dan Moisand, 2023 chair of the CFP Board-the organization that issues the certified financial planner (CFP) credential-says you’re not alone. Why Work with a Financial Advisor Near You?ĭespite 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. ![]()
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