Frequently Asked Questions

Helping you understand how AdvisorFinder works and answering your questions.

What is AdvisorFinder?

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.

What happens to my information?

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

What happens if I’m unhappy with the advisor I met?

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.

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What is AdvisorFinder?
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