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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 Bethesda is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Bethesda & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Bethesda?

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

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

List of Qualified Financial Advisors in Bethesda, Maryland

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David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814

202-503-4015

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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817

301-547-3169

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Erich Imphong

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815

301-907-9790

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Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904

301-563-9015

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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

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Sean Connolly

Edelman Financial Engines, LLC

1750 Tysons Blvd.
Suite 910

Tysons Corner, VA 22102

703-677-9729

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Surendra Dave

Edelman Financial Engines, LLC

1 Research Court Suite 450

Rockville, MD 20850

301-547-3166

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Scott Morrello

Edelman Financial Engines, LLC

1800 Diagonal Road
Suite 480

Alexandria, VA 22314

703-991-1647

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Casey Craig

Highlander Financial Group

7 Park Ave.

Gaithersburg, MD 20877

301-519-8016

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Zach Payne and Richard Clonch

Planvest Financial, Inc.

555 Quince Orchard Rd
Suite 280

Gaithersburg, MD 20878

301-977-7123

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Denika Tokunaga, MBA

Maven Wealth Management

P.O. Box 266

Fulton, MD 20759

443-986-9911

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Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD
B

Alexandria, VA 22310

703-674-9038

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Jessie Doll

ReFrame Wealth

3251 Old Lee Highway Suite 502

Fairfax, VA 22030

571-895-2998

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Christy Martinich

Edelman Financial Engines, LLC

4000 Legato Road, 9th Floor

Fairfax, VA 22033

703-251-0149

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Nick Ibello

Williams Asset Management

8850 Columbia 100 Parkway
Suite 204

Columbia, MD 21045

410-740-0220

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Bob Sargent

Edelman Financial Engines, LLC

19775 Belmont Executive Plaza
Suite 510

Ashburn, VA 20147

571-257-3821

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Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407
Suite 250

Annapolis, MD 21401

410-505-8466

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Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson, MD 21204

410-823-0592

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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093

410-659-8905

List of Additional Financial Advisors in Bethesda, Maryland*

* Additional advisor listing is provided in partnership with Yext

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William K. 'Bill' Zorr - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5009

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Morgan Stanley Financial Advisors

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6300

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Richard DiMaio - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6875

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Thomas S Mergner - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6359

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Michael R Svec - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6354

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Marcus Gold, MBA

6901 Rockledge Drive
Suite 500

Bethesda, MD 20817
910-320-2793

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Chomas Rifkin Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5090

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Terence Hardy - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-961-2654

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Daniel Chun - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6846

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Steven R Bralove - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6381

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Peggy Ledvina - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6855

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Eric Hanson, CRPS - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5038

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Michael A Kline - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-951-1165

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Franklin Newby - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-951-1171

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Monarch McNulty Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6300

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The Zins-Shlaferman Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6347

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Kenneth H Shure - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6871

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Bethesda, MD Branch Office - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5000

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Sheryl J Steinhart - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6329

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New Potomac Partners, LLC

4330 East West HWY
#416

Bethesda, MD 20814
240-253-4280

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Alex Morales - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6337

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Jeffrey M Deckelbaum - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6348

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Nils Vidal - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-664-6879

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Stephen Lowman - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-961-1823

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Nicholas S Grubb - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6335

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Steve Lucas - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-2643

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The Rubin Kretkowski Hanson Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5024

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The Potomac Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-3328

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Mara R Bralove - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6376

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The River Falls Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6300

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The Suk & Murphy Group - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-961-1800

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Julian Flores - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6563

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The Cooper-Rothenberg Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-1800

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Judith E Zins - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6347

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Mazur Keller Wealth Management Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5015

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Connelly Railey Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5047

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Creekmur Wealth Advisors

4701 Sangamore Road
Suite 111

Bethesda, MD 20816
866-358-4441

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Hallie Lee - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-4791

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Rachel Heimann - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6327

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Gregory J Venit - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6575

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J Clay Britt Jr. - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-951-1172

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The West Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5058

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Drew Romans - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-1829

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Brian M. Neeley - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6560

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Nicolas Ulvert - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-279-6450

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Bill McNulty - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-664-6861

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Micheal S Lipshultz - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6322

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The Lucas Group - Morgan Stanley

7500 Old Georgetown Road
10th Floor

Bethesda, MD 20814
301-961-2643

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Wellington Capital Management

4340 East West Highway
Suite 920

Bethesda, MD 20814
301-941-1997

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Kenneth Hecht, CFP - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5020

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Edward S Geier - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6303

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Kress Monarch - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6341

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The Bethesda Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-2095

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Yeena Liu - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6305

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Andrew Rothenberg - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-1849

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Scott A Mergner - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6338

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Timothy Conley - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6392

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Henry Lynch - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6315

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Daniel Derisio - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6394

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The SM Capital Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6357

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Ira Greenspan - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-2640

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The DiMaio Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-951-1171

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John W. Young - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5078

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Michael Rozofsky - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-2644

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Carlos M Molina - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6351

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Charles 'Chick' Anderson - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-9036

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The Bralove Group - Morgan Stanley

7500 Old Georgetown Road, 10th Floor
Morgan Stanley Wealth Management

Bethesda, MD 20814
301-657-6376

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C.J. Kline - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6363

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Alex Rock - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-664-6873

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Nitin Gupta - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6345

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Lloyd Iden - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-2652

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Christopher Cooper - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-1820

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David L Giulieri - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-664-6566

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Jason Martin - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-1839

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Kevin Ebel - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6361

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Gabe J Aronson - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-3328

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Michael Brick - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5095

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Louis B Lachter - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6840

* 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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