These five financial advisor search engines let you narrow down your search so you can find the person that's right for you. You can search by geographic region, by how a financial advisor is compensated, and by areas of specialization.
Find a Certified Financial Planner
The search engine on the Financial Planners Association website allows you to search the database of Certified Financial Planners by specialty, compensation method, and minimum income or assets.
CFP(R)s must pass a rigorous exam and have three years of work experience before they can use the CFP(R) designation, so by hiring a CFP you know you are getting someone who is not new to the profession.
Pros: This is a great way to make sure you're hiring a certified financial planner. Then you can narrow down your search to make sure you find a financial advisor with the right specialization.
Cons: None
Find a counselor who works with the elderly
Boomerater provides a comprehensive list of financial planners and financial advisors in all geographic regions. You can search for them by zip code.
Consultants with photos and details pay to have an expanded list, and everyone you find on the site is interested in working with older people. The Boomerater website also has many informative articles written by the consultants listed in the directory.
Pros: You will find a complete list of all financial planning and investment management firms in your geographic area. Those with an extended list are looking for new older clients.
Cons: You will need to browse the list to find firms and financial advisors that offer the service and fee structure you prefer. Boomerater does not pre-qualify.
Find a Paid Financial Advisor
All NAPFA (National Association of Personal Financial Advisers) members are fee-only, which means they do not sell commission products. In this search engine, you enter your city and state to find a list of paid-only financial advisors near you.
Pros: Compared to financial advisors in general, NAPFA members are often more experienced, credited, and have a more established practice. They must also meet strict continuing education requirements as NAPFA requires 60 hours of continuing education every two years to remain a member of the organization.
Cons: NAPFA members may have minimum dues or minimum asset requirements. For example, some of them will not work with clients whose portfolio is less than $500,000 or $1,000,000.
Find financial advisors who charge by the hour
On the Garrett Planning Network, you can enter your zip code and find a list of financial advisors who provide financial planning services for an hourly fee.
Pros: Hourly planning can be a great way to get an unbiased opinion on financial decisions. An hourly financial advisor can create a comprehensive financial plan or help with small, specific projects, such as allocating 401(k) plan funds, or helping you decide whether to fund a Roth IRA or a Traditional IRA.
Cons: If you're looking for an ongoing relationship with a financial advisor who knows your situation inside and out, then hourly scheduling may not be the way to go.
Find the right advisor
Paladin Registry provides a wealth of educational resources to help you find the right financial advisor. They pre-screen their advisors and don't let just anyone on their platform.
To use the service, you fill in the basic information, and then you are matched with several consultants that meet your requirements.
Pros: No need to search through multiple ads. Once you complete the online form and submit your request, your situation will be personalized to a handful of selected advisors. Your contact information is sent to them, and their company information is sent to you.
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Cons: If you are not comfortable providing Net Worth and Assets information, then you will have a hard time finding the right EA for you using this search engine.
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