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Are you looking for advice on retirement planning, portfolio management, education planning, annuities, 401K Rollover or estate planning?
Can WiserAdvisor really help you find a trustworthy, qualified and registered financial advisor?
Are there any other better ways to do that?
What Is WiserAdvisor
WiserAdvisor was established in 1998 to help connect people with qualified financial advisors near them at zero cost.
What is more is that it actually does much more than that.
WiserAdvisor provides the necessary tools and financial knowledge (at zero cost) to empower people to choose an advisor or planner that are best suited to assist and guide them to meet their financial goals.
How WiserAdvisor Works
So, how does WiserAdvisor work?
Or how can you actually use WiserAdvisor to help you find the right financial advisor?
Step 1: Place requests
People who are looking for a financial advisor place requests by filling up a form online.
Step 2: Requests are verified
Specialists verify the lead’s contact information and intent.
Step 3: Leads are matched to 1-3 advisors
Prospects are matched to 1-3 advisors based on their requirements. Advisors are selected based on their service area, asset filters and monthly budget.
Step 4: Advisors & leads reach out
Advisors and prospects receive each other’s details via text and email and reach out.
How WiserAdvisor Is Different
WiserAdvisor Educational Resources
Before finding your financial advisor, it’s very important for you to have some fundamental financial knowledge.
Without some basic understanding in personal finance, you would not know how to ask the right questions, nor would you know whether the financial advisor can actually provide you the help you need.
On WiserAdvisor’s website, you can find a lot of valuable educational resources in the form of articles, infographics and blog posts written by finance specialists.
Below is the list of topics that they cover extensively:
- Education planning
- Estate planning
- Retirement healthcare
On top of that, WiserAdvisor has one of the most comprehensive financial advisor guides you can find online.
There is a lot of information you need to know before engaging in the service of a financial advisor.
And WiserAdvisor understands that and makes it super easy for you.
Here are just some of the financial advisor guides:
- What does a financial advisor do
- Cost of a financial advisor
- Questions to ask a financial advisor
- What is a fiduciary financial advisor
- How to prepare for a meeting with a financial advisor
- Things you should know to access financial advisor’s work
WiserAdvisor Directory Listing
In addition, WiserAdvisor has one of the largest directory listings of qualified financial advisors.
You can search for a financial advisor by State, City, or your zip code.
Also, WiserAdvisor does NOT blindly let anyone join its network.
It actually pre-screens financial advisors prior to adding them to its matching network.
Each financial firm or independent advisor must pass a stringent qualification process to be part of its independent, unbiased, trusted nationwide network.
Also, all the financial advisors are registered with FINRA/SEC and hold clean records.
To be transparent, it also provides each advisor’s contact details, credentials, fee structure, biographies and firm details in the financial advisor directory pages.
As you can see, every step is taken to ensure that people are getting financial advice or guidance from qualified experts.
The best part is that WiserAdvisor offers you its matching service for free.
The matching tool is also completely secure and private.
All you need to do is complete an easy and convenient form.
Once verified, you would be matched to 1 to 3 financial advisors as per your requirements and preference.
There is no obligation on your part to hire one of the advisors.
The tool is to provide you with an opportunity to interview the advisors prior to selecting a financial advisor.
It is never a good idea to hire the first advisor that you talk to or meet.
So, how does WiserAdvisor make money if it is offering you its matching service for free?
WiserAdvisor makes money by charging financial advisors a fee to be part of its network, provided that they pass its prescreening process.
WiserAdvisor Financial Calculators
WiserAdvisor also gives you free retirement planning, college savings, and personal savings calculators to help you estimate and evaluate your personal financial situation.
Try WiserAdvisor Out For Free (No Obligation)
So, how much does WiserAdvisor cost?
It is completely FREE.
Yes, you don’t have to pay a single cent to use its matching tool, financial advisor directory, and educational resources.
This is because WiserAdvisor charges financial advisors a fee to be included in its directory.
Only financial advisors who have passed its strict pre-screening process are allowed to be part of the matching network.
So, you can be assured that only registered and legitimate financial advisors are in WiserAdvisor’s directory.
Also, you don’t have to worry about conflict of interest because WiserAdvisor is not a financial service company and does not offer financial products.
Can You Trust WiserAdvisor
So, can you trust WiserAdvisor?
First of all, WiserAdvisor has been around for almost 30 years.
It has been featured by a lot of reputable news outlets such as The Washington Post, Wall Street Journal, CBS, and ABC.
There are also testimonials from users as shown below.
Let’s see other users’ reviews.
According to TrustPilot, WiserAdvisor has an average rating of 4.2 based on 274 users.
Try WiserAdvisor Out For Free (No Obligation)
So, I think if you are looking for a legitimate financial advisor near your place, WiserAdvisor is a good place to start because it’s zero cost, zero obligation, and also provides you with tons of helpful tools, resources, and information.