September 10, 2020

Are you aware that you could boost your retirement outlook by using this new startup's no-cost service? 

SmartAsset’s free, five-minute tool makes it easy to find qualified financial advisors in your area or who serve your area. Our exclusive tool matches you with up to three fiduciary financial advisors who have passed a rigorous vetting process. 

Unlike broker-dealers, stockbrokers and insurance agents, fiduciary advisors are legally bound to work in your best financial interest.

SmartAsset confirms that each advisor is registered with the U.S. Securities and Exchange Commission (SEC) or the appropriate state regulator and that any licenses or credentials are current before they're accepted onto the platform. Advisors are also screened for pending or valid regulatory disclosures within the past 10 years. Many advisors on the platform meet with clients remotely for everyone's safety. 

Why Meet With a Financial Advisor?

It’s more important now than ever to review your retirement plan with an unbiased, fiduciary financial advisor. Here’s why: Economic growth won't approach "normal" until as late as 2025, according to Bank of America’s Chief Investment Office. This could mean your current financial plan might leave you without enough money to last your retirement.

Additionally, emotionally-charged decisions to sell off large quantities of stocks or other investments now lock in your losses, removing any chance for future growth. Research suggests working with a financial advisor can result in up to 4% additional investment returns and some mutual fund returns can average 10% each year.

A 2019 Northwestern Mutual study found that U.S. adults who work with a financial advisor report “substantially greater financial security, confidence and clarity than those who go it alone.”

Before this groundbreaking, easy-to-use tool, there was no simple way to quickly compare financial advisors. Hundreds of thousands of smart investors and retirees have already used SmartAsset’s simple, no-cost service to find the right financial advisors for them.

SmartAsset works with a robust network of financial advisors all across the U.S., including individual advisors and large investment firms to cater to anyone's financial situation. CEO Michael Carvin says he expects the number of advisors to grow into the tens of thousands soon.

How to Compare Financial Advisors at No Cost to You

Chances are, there are several highly qualified financial advisors in your town. However, it can seem daunting to choose one.

Our no-cost tool makes it easy to find the right financial advisor for you. Now you can get matched with up to three local fiduciary investment advisors that have been rigorously screened for regulatory disclosures and the proper licenses. The entire matching process takes just a few minutes.

The web's best personal finance advice.


Click Your State to Get Matched With Financial Advisors Near You

After you choose your state and answer questions about your financial goals, you can compare up to three advisors local to you and decide which to work with.

Investing involves risk and no situation is the same. This is in no way intended as a personal recommendation and investment decisions are solely those of the reader.

SmartAsset is a personal finance technology company that features a financial advisor matching service. Financial Advisors who appear on SmartAsset are from companies with which SmartAsset receives compensation. SmartAsset takes into consideration wealth and location to determine how to match users with advisors. SmartAsset doesn't include the entire universe of Financial Advisors.

*Northwestern Mutual study

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With over 110 million Americans over age 50, it's no wonder this Princeton alum's startup has raised over $51 million in funding to help people plan for a comfortable retirement.