Nerdwallet Advisory
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
NerdWallet Advisory operates Advisors Match, an online platform that refers users to registered investment advisors or financial planning firms. They also collaborate with third-party providers for financial plans and planning services. NerdWallet Advisory does not manage assets or provide investment recommendations.
Fee Structure
NerdWallet Advisory does not charge users a fee to use the Advisors Match platform. Instead, they receive compensation through referral arrangements with Advisory Firms. This compensation can include a one-time fee ($500) if a user becomes a client, a lead-generation fee ($13-$1,150), a revenue-sharing arrangement, or a combination of both. The financial plan provided by Quinn is free. The financial planning service through Uprise requires a fixed membership fee, which varies depending on your chosen membership level, ranging up to $225 per quarter.
Location
4150 N Drinkwater Blvd., Suite 200, Scottsdale, AZ, 85251