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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Miami is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Miami & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Miami?

Looking for a qualified financial advisor in Miami? We can help you by narrowing down your options & listing the best financial advisors in Miami as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Miami near you with the list of certified and vetted Miami financial advisors.

List of Qualified Financial Advisors in Miami, Florida

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Jimmy Gonzalez

Anthem Advisors

117 NE 1 Avenue
5th Floor

Miami, FL 33132
(305) 4823002

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Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180
(786) 4634286

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Justin Shure, MSF, CFP®

Endeavor Strategic Wealth, LLC

18851 NE 29th Avenue
Suite 700

Aventura, FL 33180
(305) 7445233

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Sean Lamb

Creative Planning

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Fort Lauderdale, FL 33305
(954) 5942155

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Mike Hennessy

Harbor Crest Wealth Advisors

600 Corporate Drive
Suite 502

Fort Lauderdale, FL 33334
(954) 2107890

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Arnold Kiman

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(561) 2237474

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David Willett

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(561) 5690496

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Jennifer Lopez

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(561) 2467072

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Vicco von Buelow

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(305) 9061215

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David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Miami Ii - Boca Raton (West), FL 33434
(561) 2884011

List of Additional Financial Advisors in Miami, Florida*

* Additional advisor listing is provided in partnership with Yext

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Alejandro Perez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776974

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All Star Capital Group, Inc.

14707 South Dixie Highway
Suite 306

Miami, FL 33176
3052520113

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Jennifer A Girling - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1220

Miami, FL 33156
3056705575

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DTLR

1162 NW 54th St
Space 1156

Miami, FL 33127
3057627239

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Grove Station Tower

2700 SW 27th Ave

Miami, FL 33133
3057706064

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Siddharth Dhawan - Ameriprise Financial Services, LLC

444 Brickell Ave
Ste 450

Miami, FL 33131
3057606730

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Jeffrey S Miller - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768533

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Oliva, Rivero & Fava - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768558

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James Enea - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331746

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Javier Briceno - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330238

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The Mercado Group - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
3056712025

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Santiago Eduardo Gomez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768551

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Isabel Santo Tomas - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335354

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Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472000

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Arturo Castelo - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776979

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Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
3056702090

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SOMOZA/RIVERO - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053791000

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Zoi House

2900 SW 28th Ln

Miami, FL 33133
7866678808

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Collett Jofre Ramos Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053791000

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Ricardo Milan - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472006

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Rich Financial Services LLC

14261 SW 120th St #503

Miami, FL 33186
3059884713

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David G. Walter, New York Life

801 Brickell Avenue
Suite 1440

Miami, FL 33131
7868786356

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Sulzberger Capital Advisors

4500 Biscayne Boulevard Ste. 205

Miami, FL 33137
3055734900

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Mareas at Botanica

15520 SW 127th Ave.

Miami, FL 33177
3058097967

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Garrel Financial & Insurance Services

801 Brickell Ave
Suite 1440

Miami, FL 33131
9174827343

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Gordon Wealth Financial Life Advisors

4400 Biscayne Boulevard
12th Floor

Miami, FL 33137
7863605227

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Wealth USA, LLC

1221 Brickell Avenue
Suite 900

Miami, FL 33131
3053969104

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Jose Ramon Perez Sabate - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053476267

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Dan Bucevski - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330210

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Maria C Lipton - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
3055335380

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Allstate Personal Financial Representative: Daniel B. Tercero

4259 SW 72nd Ave

Miami, FL 33155
7862464411

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Consuelo Tarazona - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331750

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Treece Financial Group, Inc.

10800 Biscayne Boulevard
Bayshore Executive Plaza, Suite 725

Miami, FL 33161
3057518855

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Eva Marina Ovejero, CPM® - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768511

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Fran Stein Simmons - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
3056712006

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Maryam Khreibani - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768510

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Diez/Cucalon - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776915

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Soleste Twenty2

2201 Ludlam Road

Miami, FL 33155
7867967741

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The Aura Coral Gables

1501 SW 37th Ave

Miami, FL 33145
7866559807

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Susu Cheung - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053762403

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The Fuentes-Hondermann Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053791000

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Lori Monaco - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330225

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Cedric D. Alexander - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768599

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Beatrice E Cueto - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331709

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Ivan Palacino - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776938

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Eric Brook - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330211

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DTLR

11227 SW 152nd St

Miami, FL 33157
3052325380

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DTLR

3432 NW 79th St

Miami, FL 33147
3058367953

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Victor Manuel Camara - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776973

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Henry James Danzig - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053774293

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Emiliano Lorenzini - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053762406

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Jesse Echemendia - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
3056712007

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MA+CH Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2100

Miami, FL 33131
3053762403

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Garcia Morillo Querasian Nino Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768520

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Silvana Roncal - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
3055335394

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Andres Hanania - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776921

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Integra Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776977

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Cesar Ramos - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768528

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Alberto Moreno - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768534

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Brett A Cohen - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
3056712020

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The Cortex Group - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
3055335324

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Ana Oliveira - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331717

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Andrea Steinacker - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768585

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Jean-Philippe Garcy - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776935

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Sergio Garcia-Granados - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768570

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Alvaro Uribe - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
3056712030

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Jerry Williams - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331702

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Aaron Winer - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768546

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My Tax Lady Miami

8448820302

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Roger Oprandi - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1410

Miami, FL 33156
7862644955

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Horvath Wealth Management - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
3057792475

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Noah Alweiss - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053762402

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Robert F Branciforte - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768514

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Javier Quinones - Ameriprise Financial Services, LLC

8353 SW 124th St
Ste 104

Miami, FL 33156
7866810888

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Allstate Personal Financial Representative: Ismael Delgado

8290 Bird Rd
Ste 106

Miami, FL 33155
3052271596

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Allstate Personal Financial Representative: Jorge Vara

9404 S Dixie Hwy

Miami, FL 33156
3056706212

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Alvaro Alvarez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331740

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Ferencz Horvath - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
3055913191

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Mark E Marandino - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1220

Miami, FL 33156
3056705575

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Summer Berman Diaz - Ameriprise Financial Services, LLC

8390 SW 72nd Ave
Ste 142B

Miami, FL 33143
3058007526

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Sergio Espinoza Baviera - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335488

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Chanttel George-Mercado - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
3056712021

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Luis R Mercado - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
3056712022

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Lourdes Canino - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053762416

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Bernardo Acebal - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335309

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Barry Brosius - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1220

Miami, FL 33156
3056705575

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Henry Silva - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331755

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Miguel Horvath - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
3056707425

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Marandino & Associates - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1220

Miami, FL 33156
3056705575

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The Elwaw/Cavalieri Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768560

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The Guerra Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331759

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Debinder Deshmukh - Ameriprise Financial Services, LLC

18851 NE 29th Ave
Ste 728

Miami, FL 33180
3057606730

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Eduardo Ortea - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768519

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Jack Carvalho - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331721

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Luiz Fernando Boruchowski - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776951

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Felipe Priorelli - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472021

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Rodolfo Garza-Fernandez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330219

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Carlos Rodriguez - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335339

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Juliano Barros - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472002

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Pamela Brylski - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335367

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German Hornstein - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472046

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Lourdes Sevilla-Sacasa - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776910

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Rodolfo R Rake - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335370

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Gigi Guerra - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331759

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Juan Dibildox - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335352

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Arlette Citraro - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472069

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Gaston Pellegrini - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472065

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Alejandro Salvidea - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472004

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Maria Paredes - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331734

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Mario Lamar - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
2127613066

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Juan Alvarado - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768535

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Patricia Alba - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768548

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Orlando Lescano - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768518

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Owen O'Neil - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776931

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Daniel Mancia Nunes - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776964

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Michael N Fava - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053762400

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Sebastian Levy - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768502

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Ingrid Raad - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472061

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Andres Loredo - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472054

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Claudio Simoes - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330223

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Javier Jaramillo - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053476211

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Inigo Domenech - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472029

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Miguel Bacal - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
3055335321

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Jose Arredondo - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472015

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Ricardo Bembibre - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330216

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Juliana Tedesco - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768571

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Jim Scholz - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
3056712005

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Nicole Spirgatis - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768516

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Gregory Scott Breen - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
3056712008

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Ernesto Cucalon - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776916

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Rosa Gonzalez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331714

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Edouard Yves Crepy - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
3055335416

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Patricia P Holder - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331728

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Jimena Hails - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331731

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Nadine G Miller - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768526

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Luis Mas Gomara - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335303

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Daniele Conci - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
3055335310

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Becky Haya Acevedo - Morgan Stanley

201 South Biscayne Blvd
21st Floor

Miami, FL 33131
3053768523

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Renato Bisconcini - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768594

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Eric Newman - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335325

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Hugo Mantilla - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335326

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Alfredo Rotemberg - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776930

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Richard Earle - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053774290

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Gina Rodriguez - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335356

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Matias Cavalieri - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053762414

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Javier Valle - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053774288

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Leon Ciobataru - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776950

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Strategic Investment Services

14248 Southwest 158th Path

Miami, FL 33196
3052340003

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Jorge Morasso - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
3055335311

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Sandra Gonzalez Del Campo - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335328

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Manuel Rivero - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768537

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Diana Antonini - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053476264

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Jessica Miller Osteen - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768521

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Luis Guerra - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331760

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Enrique Vila - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776924

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Fulvio Urbinati - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335419

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Rodrigo De Oliveira - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330220

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Fabian Wabnik - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330228

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Astrid S Nino - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768561

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Priscila E Querasian - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331712

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Carlos Bonzon - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
2127613061

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Maria Del Rosario Hondermann - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776959

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Juan Carlos Mayol - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053762401

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Ricardo Sucre - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330237

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Marco Bigotti - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776929

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Bradly M Diaz - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776908

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Tiani Hausen - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472088

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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