SmartAsset Financial Advisor Matching
Free service that matches seniors with up to 3 pre-screened, fiduciary financial advisors in their area based on a 3-minute questionnaire.
Key Features
- Free matching service
- Fiduciary advisors only
- Up to 3 matches
- 3-minute questionnaire
- No obligation to hire
Why seniors love it
Seniors with $100,000+ in investable assets looking for a local fiduciary advisor.
Worth knowing
Best results for those with significant assets; advisors typically have minimums of $100K–$250K.
Our Take
SmartAsset's advisor matching tool is the fastest way to find a fiduciary financial advisor without cold-calling firms. The 3-minute questionnaire captures your financial situation and goals; the algorithm matches you with up to 3 advisors from its vetted network.
All matched advisors are fiduciaries — legally required to act in your best interest. First consultations are typically free. SmartAsset earns a referral fee from advisors; you pay nothing to use the matching service.
Frequently Asked Questions
A fiduciary is legally required to recommend what is best for you, not what earns the highest commission.
Typically 0.5%–1.5% of assets under management per year, or a flat fee of $2,000–$5,000 for a financial plan.
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Browse Financial AdvisoryInformation last verified: 2025-01-01.