Business Details
14 Years
experience
Your Trusted Financial Advisor Matching Service
SmartAdvisor Match is a financial advisor matching solution developed by SmartAsset, a personal finance company serving 75 million monthly users. Our platform connects individuals with pre-screened fiduciary financial advisors through a data-driven matching process. Founded in 2012, our team includes Certified Educators in Personal Finance who have researched over 300,000 registered investment advisors to create this service. We operate as a wholly owned subsidiary of Financial Insight Technology, registered with the U.S.Securities and Exchange Commission as an investment adviser. Our mission focuses on empowering users to make informed financial decisions through comprehensive advisor profiles, transparent fee structures, and personalized matching tools. We maintain strict compliance with regulatory requirements while providing educational resources about financial planning, retirement strategies, and investment management.
Services
Financial Advisor Matching
Fiduciary Advisors
Retirement Planning
Investment Management
Estate Planning
Details
- Year established: 2012
Highlights and features
- We are SEC-registered investment advisers with rigorous compliance standards
- Our data-driven matching process connects you with pre-screened fiduciary advisors
- Our team includes Certified Educators in Personal Finance (CEPF)
- We provide transparent advisor profiles with fee structures and credentials
- Our nationwide network covers financial advisors in all 50 states
Associations and certifications
- U.S. Securities and Exchange Commission (SEC)
Services
Financial Advisor Matching
Our proprietary matching platform connects users with pre-screened fiduciary financial advisors based on individual needs and geographic location. The service includes detailed advisor profiles, fee disclosures, and credential verification. Users receive up to three personalized matches to compare qualifications, experience, and service offerings.
Retirement Planning
We connect users with advisors specializing in comprehensive retirement planning services. This includes retirement account management, income distribution strategies, and tax-efficient withdrawal planning. Our platform features advisors with expertise in 401(k) rollovers, required minimum distributions, and long-term retirement portfolio management.
Investment Management
Our network includes investment advisors offering portfolio management services for various asset classes. Users can find professionals specializing in stock and bond portfolio management, ETF strategies, and diversified investment approaches. The platform provides access to advisors with different fee structures including fee-only and asset-based models.
Estate Planning
We connect clients with advisors offering estate planning services that include will and trust creation, probate avoidance strategies, and intergenerational wealth transfer planning. Our platform features professionals with expertise in creating revocable living trusts, family trusts, and other estate planning vehicles.
Financial Education
SmartAsset provides educational resources covering personal finance topics including budgeting, debt management, and investment basics. Our content library features calculators, comparison tools, and research studies to help users make informed financial decisions while working with matched advisors.
Questions
How does the financial advisor matching process work?
Our matching process starts with a short questionnaire about your financial needs and location. We then provide up to three pre-screened advisor matches based on your responses, allowing you to compare profiles and schedule consultations.
Are all advisors on the platform fiduciaries?
We feature advisors registered as fiduciaries with regulatory bodies. These professionals have a legal obligation to act in your best interest when providing financial advice.
What areas do you cover for local advisors?
Our network includes advisors in all 50 states, covering major metropolitan areas and smaller communities. You can search for advisors in your specific state or region through our platform.
How much does the matching service cost?
Our basic matching service is free for users. Advisors pay a fee to participate in our network, but we do not charge users for connecting with financial professionals.
Can I schedule appointments with matched advisors?
Yes, users can schedule consultations with matched advisors through our online tools or concierge service. We provide multiple options for initial consultations with financial professionals.
What qualifications do your advisors have?
Our advisors include Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and other credentialed professionals. Each advisor's profile shows their specific qualifications and areas of expertise.
