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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Oklahoma involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Oklahoma?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Oklahoma to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Oklahoma financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Oklahoma

advisor-photo

Charles Rapp

Edelman Financial Engines, LLC

1601 Northwest Expressway
Suite 1525

Oklahoma City, OK 73118

405-607-7781

List of Additional Financial Advisors in Oklahoma*

* Additional advisor listing is provided in partnership with Yext

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Asset & Investment Advisors

210 Peters Street
Suite A

Poteau, OK 74953
918-647-5700

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Gordon R Polly - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4668

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ACT Financial Services

4111 South Darlington Avenue
Suite 800

Tulsa, OK 74135
918-664-0081

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Allstate Personal Financial Representative: Maurice Cubit

211 W Main St

Ada, OK 74820
580-436-1038

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Benchmark Financial Services, LLC.

2932 NW 122nd
Suite 19

Oklahoma City, OK 73120
405-840-0028

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Bebb's Flowers

701 W. Broadway

Muskogee, OK 74401
918-682-3331

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The Veitch Team - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4648

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Steven L. Wilson & Associates

8282 South Memorial Drive
Suite 106

Tulsa, OK 74133
918-254-5525

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Robert Duenner - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7012

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Opes One

4200 E. Skelly Drive
Suite 530

Tulsa, OK 74135
918-948-6200

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First Command Financial Advisor - Dylan Ball

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Edward Jones - Financial Advisor: Clay David

14101 N May Ave
Ste 112

Oklahoma City, OK 73134
405-751-1659

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Window World Tulsa

12027 E 51st Street
Suite 48

Tulsa, OK 74146
918-994-6400

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Isaiah C. Edison, CFP, ChFC, CLU

12028 South Norwood Avenue
Suite 300

Tulsa, OK 74137
918-770-4886

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Kurt Elliott - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
405-302-1923

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Utica Capital

2100 South Utica Avenue
Suite 300

Tulsa, OK 74114
918-744-9215

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Miller Private Wealth LLC

5708 NW 135th Street
Suite B

Oklahoma City, OK 73142
405-470-0359

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Jim Olmedo - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7076

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Giager Wealth Management

10830 East 45th Street
Suite 103

Tulsa, OK 74146
918-728-2255

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Gorton Financial Group

7814 South Pennsylvania Avenue

Oklahoma City, OK 73159
405-681-9633

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Financial Diagnostics Group

2431 E. 61st St.
Suite 650

Tulsa, OK 74136
918-581-8819

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Tungsten Wealth Management

13905 Technology Dr
Ste B2

Oklahoma City, OK 73134
405-543-7992

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Gowin Financial Services

9100 N 94th East Avenue

Owasso, OK 74055
918-906-3096

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Cornerstone Planning Group, LLC

4801 Gaillardia Parkway
Suite 202

Oklahoma City, OK 73142
405-946-9000

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First Command Financial Advisor - Samuel Mann

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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First Command Financial Advisor - Jeff Wallace

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Sanford J Roberds - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4823

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Rocki Walker - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4603

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E. Paul Samuels - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7092

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The Higgins & James Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7003

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Betty Parkerson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-319-4897

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W Michael McCue - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4685

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Morgan Stanley Financial Advisors

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4600

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Goosehead Insurance - Jeff McCormick

4320 Adams Rd

Norman, OK 73069
539-202-8933

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First Command Financial Advisor - Cindy Russell

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Heather M. Candler - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3905

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Gaddis and Gaddis Wealth Management

1530 Arlington Street

Ada, OK 74820
580-332-4144

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Eric Walker - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4676

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Layton Sharum - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3117

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T Kevin Jackson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-540-3844

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Union Financial Advisors, LLC

6140 South 104 East Avenue

Tulsa, OK 74133
918-627-2500

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Financial Planning Resources

2250 East 73rd Street
Suite 650

Tulsa, OK 74136
918-494-2929

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Chestnut Street Advisors

6660 South Sheridan Road
Suite 260

Tulsa, OK 74133
918-492-9484

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Chad Rother - Morgan Stanley

580-354-7470

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OK 401k

3030 Northwest Expressway
Suite 200

Oklahoma City, OK 73118
405-603-4986

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Steve Younger - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7048

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Richard J. Ross, CPA PFS

3104 Shady Lane Drive

Anadarko, OK 73005
405-638-0395

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Legacy Financial Advisors, LLC

10005 North May Avenue
Suite 100

Oklahoma City, OK 73120
405-470-9190

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McGuire Capital

2701 SW 121st Court

Oklahoma City, OK 73170
405-760-5863

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ENJ Financial

410 4th Street
Suite J

Alva, OK 73717
580-327-2552

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Emerson & Company

837 East 33rd Street

Edmond, OK 73013
405-942-5000

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John R. Simpson & Thomas F. Simpson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4669

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Oklahoma City, OK Private Wealth Management - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
800-859-7596

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Allstate Personal Financial Representative: David Hauenstein

1810 W Owen K Garriott Rd

Enid, OK 73703
405-651-4481

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Morgan Stanley Financial Advisors

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-843-3326

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Elizabeth Carson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4639

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Richard E Cudjo - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7142

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Christopher D. Neumann - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3946

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Allstate Personal Financial Representative: Steven Newman

4918 S Union Ave

Tulsa, OK 74107
918-714-6578

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First Command Financial Advisor - Raymond Rogers

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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First Command Financial Advisor - Matthew Bowman

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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First Command Financial Advisor - Mitch Butler

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Stephanie M Ede - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4647

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Judy L. Gregory, LUTCF, ARPC

111 N Grand St

Enid, OK 73701
580-242-2540

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New York Life Oklahoma City General Office

3030 Northwest Expressway
Suite 1800

Oklahoma City, OK 73112
405-813-7400

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The Neumann Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3946

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Daniel Seely - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3149

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The PJC Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3967

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Nancy K May - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7067

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John Harris - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
405-366-3426

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Wayne Choisnet - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7014

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Craig Shriner - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-540-3840

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Strategy Wealth

317 Lilac Drive
Suite 130

Edmond, OK 73034
405-861-8420

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Voya Financial Advisors - Stephen Jones

717 Wall Street

Norman, OK 73069
405-366-1297

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Michael Shelley - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3935

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Alexander Field - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4659

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Kelly R Hewitt - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4651

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First Command Financial Advisor - Princess Behrens

1320 NW Homestead Dr.
Ste D

Lawton, OK 73505
580-353-8772

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The Olmedo Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7027

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First Command Financial Advisor - Derek Dick

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Allstate Personal Financial Representative: Charles Sales

4331 N Kickapoo Ave

Shawnee, OK 74804
405-275-5520

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Ted Mundt - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4662

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Lance Martin - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3121

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First Command Financial Advisor - Brooke Lazzarini

713 SW C Ave
Ste C

Lawton, OK 73501
580-353-8772

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Rick Hesser - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7011

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First Command Financial Advisor - Michael Smith

1320 NW Homestead Dr.
Ste D

Lawton, OK 73505
580-353-8772

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Emily F Cary - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4677

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First Command Financial Advisor - Eric Brunken

201 N Grand
Suite 503

Enid, OK 73701
580-701-2589

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First Command Financial Advisor - Monika Mathurin

1320 NW Homestead Dr.
Ste D

Lawton, OK 73505
580-353-8772

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Justin Hull - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4853

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Lore Storm - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3965

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First Command Financial Advisor - Keith Arthur

201 N. Grand St.
Ste 300

Enid, OK 73701
580-701-4073

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The Rogers Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4660

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James A Livingston - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4637

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Joel McCue - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4604

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Jeffrey A Weinstein - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7028

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Stephen J Brady - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4675

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Jamie Lathrop - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3902

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First Command Financial Advisor - Allison Polk

713 SW C Ave
Ste C

Lawton, OK 73501
580-353-8772

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Ladonna K Giachino - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3920

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Barbara K Hess - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4650

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First Command Financial Advisor - Henry Evans

713 SW C Ave
Ste C

Lawton, OK 73501
580-353-8772

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James L Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7148

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Kent Wolever - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7038

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Carson Roberds Wealth Management - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4639

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The MB Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7111

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Lewis A Post - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
405-366-3425

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Jim Erle Lowry - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7166

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The Niles Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4615

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Rick M Dean - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3949

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John W Cary - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4619

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The Taylor Hart Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7144

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The 21st Street Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4651

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Paige Hatcher - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3922

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Steven W Tucker - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3948

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Taylor Basden & Associates

5030 East 101st Street
Suite A

Tulsa, OK 74137
918-376-6195

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Robert Rodgers - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7062

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The Fisher Group - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3105

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Gregory Hopeman - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3193

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The Bryan Johnson Group - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3115

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Oklahoma City, OK Branch Office - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
405-302-1920

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Morgan Stanley Financial Advisors

3700 West Robinson
Suite 220

Norman, OK 73072
405-360-9166

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The Bowling Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-251-9198

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Jeff Galvin - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4690

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Key Wealth Consulting Group - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
405-302-1921

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Jennifer Benink - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7091

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Christopher Derr - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3164

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Brenda Jagels - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4803

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The Walker Wealth Management Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4603

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Ascendus Financial Advisors

7633 East 63rd Place
Suite 530

Tulsa, OK 74133
918-254-0433

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Aaron Massey - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3106

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First Command Financial Advisor - Kreston Taylor

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Steve McDonnold - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3975

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First Command Financial Advisor - Annabella Hamilton

713 SW C Ave
Ste C

Lawton, OK 73501
580-353-8772

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First Command Financial Advisor - Joel Jacobson

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Southern Hills Wealth Management - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3170

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The Bizjack Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4621

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Kristina Girod - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7006

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John Cary Jr. - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4810

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Paul Bizjack - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4621

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Jay C. Olmedo - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7027

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Gregory G Collins - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3967

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Melinda D Brewer - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7111

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James D Fellers - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7125

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The Orchard Group - Morgan Stanley

601 SW C Avenue
Suite 100

Lawton, OK 73501
580-354-7475

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Vickie Leigh Sheen - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3985

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John Taylor - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7144

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Jack Graves - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7026

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Chris Bayouth - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3909

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Joshua Hart - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7134

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David Veitch - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4648

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Daniel W Higgins - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7034

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Ashley Cutshall - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4640

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Jeffrey Roberts James - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7007

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Richard B Hinton - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3971

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Walter H Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3961

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Michael Christian - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4665

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Lisa Z Clark - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4804

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Kevin R Kurtz - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7141

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Drew Veitch - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4614

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Paul Malloy - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3937

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Ian Ogilvie - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7122

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Michael S S White - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4680

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Robin R Pierce - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3957

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Mark Spaeth - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7002

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Jake Noell - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7029

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John Simpson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4669

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Timothy Koski - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4626

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Brandon Rondon, Washington National Agent

2085 Treviso Court

Edmond, OK 73034
318-573-0044

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David Phillip Niles - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4638

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Larry R England - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
405-366-3423

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David Niles - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4649

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Grayson Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7112

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Ted L Bowling - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-786-3101

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Brian Bizjack - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4608

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Dillon Freie - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-354-7467

* 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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