Frequently Asked Questions

AdvisorFinder is an online platform where you can find financial advisors based on your specific wants and needs, whether it’s someone to help you plan for retirement or college expenses, or an advisor that can relate to your unique background. Our marketplace helps you research financial advisors, discover what they do, what they charge, who they typically work with, and more. Then, you can connect with an advisor easily! Our goal is to help you feel more confident about choosing a financial advisor.

Read more about our founder’s story here.

Advisors must go through an extensive application process before being accepted into our network.

The application process is broken down into 3 steps:

1. Advisors apply to join.
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2. Each advisor goes through an identity verification process. An AdvisorFinder representative verifies each advisor's identity, as well as if the advisor has proper regulatory oversight. In many cases we meet with the advisor 1-on-1, and use resources like BrokerCheck and the SEC Investment Adviser Public Disclosure website (IAPD) to help us verify the identities of advisors. 

3. AdvisorFinder approves or denies an advisor based on the initial application.

Throughout the identification process, we will ask the advisor questions related to their financial planning and investment process, understand what fees they charge, uncover what technology they use, and more. Our vetting process is taken very seriously, and it continues even when the advisor is on the platform.

As a customer, you maintain full control of the information you share with AdvisorFinder. We do not sell your data, or any other user data. Our full privacy policy is linked here. 

Don’t worry! Our marketplace is designed to help you connect with as many advisors as you want to meet with. Finding the right fit can be a challenge, but we are here to help. Get in touch with us if you have any specific questions.