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Headquartered in Virginia, WiserAdvisor is an independent matching service designed to assist individuals find the best financial advisors for their unique needs, and to provide advisors with their ideal clients. Founded in 2011, WiserAdvisor is designed to ensure an appropriate fit for both clients and advisors. Compared to competitors, its user-friendly online system facilitates the accurate search of a financial advisor.
Services
WiserAdvisor is not a financial services company and, as such, it does not offer any financial advice or products. This highlights its transparency with no conflicts of interest in comparison to other marketplace companies in the industry that offer multiple financial products. WiserAdvisor provides consumers financial knowledge and also the tools to easily connect with qualified financial advisors near them.
Financial advisors in WiserAdvisor’s network support consumers seeking financial advice or guidance on retirement planning, portfolio management, education planning, annuities, 401K rollover and estate planning. Once a consumer places a request with WiserAdvisor for a financial advisor, they are provided with the direct contact information of a match specialist as well as access to the online portal where they can securely update their information and have easy access to the financial advisor's information that they have been personally matched to.
Credentials
WiserAdvisor pre-screen financial advisors from large Fortune 500 companies as well as small independent financial firms prior to adding them to its matching network. Each financial firm or independent advisor must pass a qualification process to be part of its independent national network.
All the financial advisors are registered with the Financial Regulatory Authority (FINRA) or the Securities Investor Protection Corporation (SIPC) and hold clean records. Each advisor's contact details, credentials, fee structure, biographies and firm details are provided in the financial advisor directory pages.
Fee Structures
Consumers seeking financial advisors complete a free and convenient form and, once verified, are matched as per their requirements and preference to one to three pre-screened financial advisors on WiserAdvisor’s matching network. It pre-screens advisors for experience, advisor compensation, which can be fee-based or fee-only, licensing and disclosures with SEC/FINRA.
The match tool is private and there is no obligation on the part of the consumer to hire one of the advisors. The tool provides the consumer an opportunity to interview advisors prior to selecting a financial advisor.
Online Resources
Its team of dedicated writers, editors, and finance professionals share their insights, expertise and industry knowledge via weekly articles, blog posts, and infographics to help individuals reach their personal financial goals. WiserAdvisor also includes an online financial calculator to assist customers in their decision-making process. It can help individuals evaluate how well they are prepared and what they need to do to improve their financial state. WiserAdvisor offers free retirement planning, college savings and personal savings calculators to help customers estimate and evaluate their personal financial situation.
- Pre-screens financial advisors
- Transparent services with no conflicts of interest
- Free secure and private matching tool
- No obligation on the part of the consumer to hire one of the advisors
- Matched with one to three pre-screened financial advisors
- All the financial advisors are registered FINRA or SIPC
- Online educational resources