Everything you need to know about finding and evaluating financial advisors—explained in plain English, backed by official SEC data.
Learn how the SEC requires financial advisors to disclose their background, fees, and business practices—and why this matters for you.
The way your advisor is compensated affects the advice you receive. Here's what you need to know about different fee models.
Disclosures can seem alarming, but not all are created equal. Learn what different types mean and how to evaluate them.
Meeting with a potential advisor? These questions will help you evaluate fit and understand what you're signing up for.
Financial advisors often specialize in certain areas. Learn what different specializations mean and how to find the right fit.
Those letters after an advisor's name indicate specialized training. Here's what the major designations mean and which matter most.
From boutique practices to enterprise firms, size affects your experience. Learn the trade-offs of different firm sizes.
Years of experience isn't the only factor. Learn when experience matters most and how to evaluate it in your advisor search.
AUM per client reveals who an advisor typically works with. Learn how to use this metric to find the right fit for your portfolio size.
How much an advisor manages affects how much attention you'll get. Learn what this metric means for your experience.
Learn how we calculate fee estimates, what they include, and how to use them to compare advisors effectively.
Most advisors require a minimum portfolio size. Learn what drives these requirements and how to find advisors who fit your situation.
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