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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

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Frank Fairbanks

Creative Planning

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Oklahoma City, OK 73012
(405) 6550806

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Victoria Woods

ChappelWood Financial Services

1725 E 15th Street
Financial District of Oklahoma

Edmond, OK 73013
(405) 3480909

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Steve Bowlds

Retirement Benefit Advisors

212 North Main Street
Suite 201

Sand Springs, OK 74063
(918) 2454012

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Jason Dixon

Edelman Financial Engines, LLC

3531 W. Memorial Road

Oklahoma City, OK 73134
(405) 4182626

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Jason Dixon

Edelman Financial Engines, LLC

3401 W. Rock Creek Road

Norman, OK 73072
(405) 4182626

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
9186475700

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William Copenhaver - Ameriprise Financial Services, LLC

16311 Sonoma Park Dr
Ste B

Edmond, OK 73013
4057055907

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Brian Bizjack - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444608

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Brenda Jagels - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187464803

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Ashley Cutshall - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444640

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ACT Financial Services

4111 South Darlington Avenue
Suite 800

Tulsa, OK 74135
9186640081

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Alexander Field - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444659

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405 Advisor Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413998

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Barbara K Hess - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444650

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Betty Parkerson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5803194897

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Amy M. Million, AAMS

4053974313

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Brock and Associates - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
9182701999

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Prime Wealth Management - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
9183882009

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Benchmark Financial Services, LLC.

2932 NW 122nd
Suite 19

Oklahoma City, OK 73120
4058400028

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Julie Marks - Ameriprise Financial Services, LLC

9104 N Kelley Ave

Oklahoma City, OK 73131
4052864300

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Robert Linn - Ameriprise Financial Services, LLC

4765 E 91st St
Ste 150

Tulsa, OK 74137
9187944203

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Kimberly Quintanar - Ameriprise Financial Services, LLC

5224 E 69th Pl

Tulsa, OK 74136
9189494243

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Bruce E Smith - Ameriprise Financial Services, LLC

701 SW Jennings Ave

Bartlesville, OK 74003
9183372772

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Lisa Donaldson - Ameriprise Financial Services, LLC

2411 Heritage Trl
Ste 5

Enid, OK 73703
5802341400

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Chuck Waugh - Ameriprise Financial Services, LLC

13 NW 44th St

Lawton, OK 73505
5803559780

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Sheree Ziemba - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
9187944268

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Beau Brock - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
9182701999

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Adam H Carson - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
4053608836

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T Kevin Jackson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5805403844

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The Walker Wealth Management Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444603

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Brandt Brock - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
9182701999

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John Keown - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
9187488191

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Allstate Personal Financial Representative: John Maxey

4918 S Union Ave

Tulsa, OK 74107
9185742400

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Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444600

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Quintanar and Associates - Ameriprise Financial Services, LLC

5224 E 69th Pl

Tulsa, OK 74136
9189494243

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Rocki Walker - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444603

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David Provenzano - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 250

Tulsa, OK 74136
9183882004

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Steven L. Wilson & Associates

8282 South Memorial Drive
Suite 106

Tulsa, OK 74133
9182545525

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Utica Capital

2100 South Utica Avenue
Suite 300

Tulsa, OK 74114
9187449215

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John B Carroll - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
4053608836

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Bebb's Flowers

701 W. Broadway

Muskogee, OK 74401
9186823331

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Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
4053609166

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Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058433326

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Stephen J Janzen - Ameriprise Financial Services, LLC

6420 N Santa Fe Ave
Ste A

Oklahoma City, OK 73116
4052865111

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Drew Self - Ameriprise Financial Services, LLC

3030 NW Expy
Ste 1400

Oklahoma City, OK 73112
4056050224

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David Haugen - Ameriprise Financial Services, LLC

8801 S Yale Ave
Ste 120

Tulsa, OK 74137
9183882002

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Kyle Louis Williams - Ameriprise Financial Services, LLC

3030 NW Expy
Ste 1400

Oklahoma City, OK 73112
4056050224

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Gregory Hester - Ameriprise Financial Services, LLC

16311 Sonoma Park Dr
Ste B

Edmond, OK 73013
4057055907

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Christopher Mc Keown - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
9182955895

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The Neumann Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413946

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Ray Smith Wealth Management

808 South Main St.
Ste 307

Stillwater, OK 74074
4057430035

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Hoffmann Wealth Management

8 E. Dawes Avenue

Bixby, OK 74008
9183698007

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Tungsten Wealth Management

13905 Technology Dr
Ste B2

Oklahoma City, OK 73134
4055437992

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Financial Diagnostics Group

2431 E. 61st St.
Suite 650

Tulsa, OK 74136
9185818819

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Gowin Financial Services

9100 N 94th East Avenue

Owasso, OK 74055
9189063096

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The 21st Street Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444651

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McGuire Capital

2701 SW 121st Court

Oklahoma City, OK 73170
4057605863

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Cornerstone Planning Group, LLC

4801 Gaillardia Parkway
Suite 202

Oklahoma City, OK 73142
4059469000

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Gordon R Polly - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444668

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Gorton Financial Group

7814 South Pennsylvania Avenue

Oklahoma City, OK 73159
4056819633

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Allstate Personal Financial Representative: Shana McHaffey

16614 N Pennsylvania Ave

Edmond, OK 73012
4055962972

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Giager Wealth Management

10830 East 45th Street
Suite 103

Tulsa, OK 74146
9187282255

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Kelly R Hewitt - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444651

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The MB Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797111

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Walter H Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413961

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Robert Rodgers - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867062

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John Harris - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
4053663426

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Jeff Galvin - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444690

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Drew Veitch - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444614

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Larry R England - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
4053663423

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Jack Graves - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867026

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Jim Erle Lowry - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797166

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Financial Planning Resources

2250 East 73rd Street
Suite 650

Tulsa, OK 74136
9184942929

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Lewis A Post - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
4053663425

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Robin R Pierce - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413957

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James D Fellers - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797125

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Jake Noell - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867029

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Eric Walker - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444676

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Jim Olmedo - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867076

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The Veitch Team - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444648

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Jamie Lathrop - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413902

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Daniel W Higgins - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867034

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Jeffrey A Weinstein - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867028

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Compass Capital Management, LLC

321 South 3rd Street
Suite 4

McAlester, OK 74501
9184233222

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Steven W Tucker - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413948

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Paige Gubler - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413922

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David Phillip Niles - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444638

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Gaddis and Gaddis Wealth Management

1530 Arlington Street

Ada, OK 74820
5803324144

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Elizabeth Carson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444639

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E. Paul Samuels - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867092

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The Orchard Group - Morgan Stanley

601 SW C Avenue
Suite 100

Lawton, OK 73501
5803547475

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Lisa Z Clark - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187464804

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Chad Michael Rother - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5803547470

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Paul Malloy - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413937

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James A Livingston - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444637

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Grayson Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797112

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Stephen J Brady - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444675

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OK 401k

3030 Northwest Expressway
Suite 200

Oklahoma City, OK 73118
4056034986

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Mark Spaeth - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867002

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Michael S S White - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444680

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David Niles - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444649

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Chestnut Street Advisors

6660 South Sheridan Road
Suite 260

Tulsa, OK 74133
9184929484

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Robert Duenner - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867012

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Union Financial Advisors, LLC

6140 South 104 East Avenue

Tulsa, OK 74133
9186272500

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Dillon Freie - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5803547467

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Lore Storm - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413965

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Michael Christian - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444665

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Mike Steinmetz - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444611

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John Cary Jr. - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187464810

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Justin Hull - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187464853

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Stephanie M Ede - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444647

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Vickie Leigh Sheen - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413985

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The Olmedo Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867027

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Rick Hesser - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867011

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Richard E Cudjo - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797142

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The Taylor Hart Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797144

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Jeffrey Roberts James - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867007

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John W Cary - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444619

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Richard B Hinton - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413971

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Sanford J Roberds - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187464823

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The Johnson Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797148

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Josh Herlan - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867021

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W Michael McCue - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444685

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Ted Mundt - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444662

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The PJC Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413967

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The Rogers Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444660

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

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444669

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Ian Ogilvie - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797122

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Gregory G Collins - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413967

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Emily F Cary - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444677

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Lorn Lyman - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867075

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Timothy Koski - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444626

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Kevin R Kurtz - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797141

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The Bowling Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5802519198

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Paul Bizjack - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444621

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John Simpson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444669

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The Higgins & James Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867003

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Michael Shelley - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413935

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Joshua Hart - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797134

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Kent Wolever - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867038

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Steve Younger - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867048

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Jennifer Benink - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867091

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Nancy K May - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867067

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James Olmedo - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867027

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Craig Shriner - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5805403840

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Joel McCue - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444604

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Ted L Bowling - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5807863101

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David Veitch - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444648

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The Carson Roberds Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444639

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Thomas W Ridgway - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
4053663429

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Ladonna K Giachino - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413920

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Legacy Financial Advisors, LLC

10005 North May Avenue
Suite 100

Oklahoma City, OK 73120
4054709190

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Thomas L Berry - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444654

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Chris Bayouth - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413909

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The Niles Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444615

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NFA Wealth Management

111 North Broadway
Suite D

Edmond, OK 73034
2107377800

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Wayne Choisnet - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867014

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Rick M Dean - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413949

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Melinda D Brewer - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797111

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Judy L. Gregory, LUTCF, ARPC

111 N Grand St

Enid, OK 73701
5802422540

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New York Life Oklahoma City General Office

3030 Northwest Expressway
Suite 1800

Oklahoma City, OK 73112
4058137400

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Mark E Woody - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
4053608836

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Opes One Advisors

4200 E. Skelly Drive
Suite 530

Tulsa, OK 74135
9189486200

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Allstate Personal Financial Representative: Tracy Martino

755 W Covell Rd
Ste 140

Edmond, OK 73003
4052052850

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Allstate Personal Financial Representative: Shawna Anderson

1900 S Broadway

Edmond, OK 73013
4054299936

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Allstate Personal Financial Representative: Maurice Cubit

211 W Main St

Ada, OK 74820
5804361038

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Kindred Wealth - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
4053608836

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Williams, Self & Associates - Ameriprise Financial Services, LLC

3030 NW Expy
Ste 1400

Oklahoma City, OK 73112
4056050224

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John Taylor - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797144

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Mike Purzner - Ameriprise Financial Services, LLC

8801 S Yale Ave
Ste 120

Tulsa, OK 74137
9183882012

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Mark McCord - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
9182955895

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Richard J. Ross, CPA PFS

3104 Shady Lane Drive

Anadarko, OK 73005
4056380395

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Edward Jones - Financial Advisor: Ryan M Cockrum

1618 E Main St

Cushing, OK 74023
9187251380

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Allstate Personal Financial Representative: Jordan Cramer

10320 S Penn Ave
Ste 202

Oklahoma City, OK 73159
4052279100

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Thomas A Hunt - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1 Ste B

Tulsa, OK 74136
9189214800

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David Karimian - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
9183882009

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Kelly Thompson - Ameriprise Financial Services, LLC

5400 N Grand Blvd
Ste 410

Oklahoma City, OK 73112
4059423766

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Window World Tulsa

12027 E 51st Street
Suite 48

Tulsa, OK 74146
9189946400

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Edward Jones - Financial Advisor: Clay David

14101 N May Ave
Ste 112

Oklahoma City, OK 73134
4057511659

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Allstate Personal Financial Representative: Charles Sales

4331 N Kickapoo Ave

Shawnee, OK 74804
4052755520

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Justin Lavender - Ameriprise Financial Services, LLC

13 NW 44th St

Lawton, OK 73505
5803559780

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Sylvia Karimian - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
9183882003

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Edward Jones - Financial Advisor: Lindsey N Beaman

205 W Will Rogers Dr

Kingfisher, OK 73750
4053756360

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ENJ Financial

410 4th Street
Suite J

Alva, OK 73717
5803272552

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Emerson & Company

837 East 33rd Street

Edmond, OK 73013
4059425000

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Kristina Girod - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867006

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Daniel Bickerstaff - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
9182701999

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Goosehead Insurance - Jeff McCormick

4320 Adams Rd

Norman, OK 73069
5392028933

* 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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