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

How To Find Best Financial Advisors & Planners in Mclean?

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

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

List of Qualified Financial Advisors in Mclean, Virginia

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Darren Colananni

Centurion Wealth Management

7901 Jones Branch Drive
Suite 800

McLean, VA 22102

571-765-2301

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Jeffrey Lippman

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

McLean, VA 22102

703-821-2000x212

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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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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817

301-547-3169

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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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Michael T. Jobe

Glover Park Wealth Management, LLC

4100 W Street N.W. 213

Washington, DC 20007

202-926-3636

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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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Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD
B

Alexandria, VA 22310

703-674-9038

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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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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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Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904

301-563-9015

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Casey Craig

Highlander Financial Group

7 Park Ave.

Gaithersburg, MD 20877

301-519-8016

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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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Denika Tokunaga, MBA

Maven Wealth Management

P.O. Box 266

Fulton, MD 20759

443-986-9911

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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 Mclean, Virginia*

* Additional advisor listing is provided in partnership with Yext

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Noel Yameogo - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8104

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Elena Kochman - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1982

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David Trosko - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1963

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Michael Wilden - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8121

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L. Michael Heuple - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8194

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The Monument Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1979

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The Vista Planning Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8183

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Meg Gargulinski - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1933

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The Chase Wealth Management Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8412

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Chris McGrath - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8197

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Janet Hroncich - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1999

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Millicent P. Eubanks - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8124

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Kleo Curry - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8495

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The Nordell-Rubio Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8485

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Kenneth P Peretin - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8138

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Diane Kraft-Dziedzic - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8111

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Lori Anne Caumeil - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8143

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Jared P Salvetti - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8154

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Michael Zoskey - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-6370

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Michael W Cragg - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1986

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The Tysons Corner Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8116

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Mark Taylor - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8117

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Richard G McLaughlin - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8180

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Michael Fay Jr. - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8120

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Kerem Turkel - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8163

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Kana Private Wealth Group

1750 Tysons Boulevard
Suite 1500

McLean, VA 22102
703-888-5580

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David Roy - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8444

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Erin Fox - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1973

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Mil Parekh - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8110

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Vienna, VA Branch Office - UBS Financial Services Inc.

1800 Tysons Blvd
Suite 550

McLean, VA 22102
703-734-8444

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Sean P Geiger - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8162

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James Palumbo, CRPC - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8496

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Odyssey Planning Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1999

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Chesapeake Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8187

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Pedro Guerrero - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-6381

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Claire M. S. Meade - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8107

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A Powell Hill - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8486

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The M&C Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8463

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Barry Seymour - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8155

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The Peters Beck Financial Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8423

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James Mcintire - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8103

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Mike Baker - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8109

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David Edwards - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1998

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Michelle Dunne - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1932

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Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8100

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Daniel Shannon - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8115

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Sean W Hosty - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1980

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Redmond Manierre - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8114

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Jim Barton - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8106

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Arthur Chase - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8412

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Leila Mathur Peck - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8181

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Nainoksha Kaushal - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1931

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Andrea Nordell - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8454

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Peter Russo - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1953

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Gillen Investment Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8440

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Geoffrey McHenry - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8465

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Sodyk "Sid" Khaitov - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8123

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Ingrid Streich - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1960

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Thomas Palazzo - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1996

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Patrick B Gaffney - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8119

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Tim Keena - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1997

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The Ebert Crahan Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1975

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Rhonda Ebert - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1974

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Steve Katsakos - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1965

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Chad Heffron - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1964

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Jeffery D. Kennerly - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8169

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Suzanne Cooper - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1985

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Zachary Visco - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1972

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The Geiger Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8162

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Frank Vorndran - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-6372

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Mark F. Leonard - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8145

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The Leonard - Caumeil Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8143

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Emilio Sanchez - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1968

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Richard H Gentry - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1991

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Robert J Silva - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8122

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Kaitlin Keena - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8168

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The Irvin and Paul Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8478

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Kenneth Rubio, CFP, CRPS - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8485

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The Commonwealth Group at UBS - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8496

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The Marcus Wealth Management Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8459

* 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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