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Best Financial Advisors in Lincoln

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Lincoln, NE
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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Price: Free consultation

Bob Bennie logo
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Bob Bennie

1601 Old Cheney Road, Lincoln, NE 68512
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Bob Bennie is a fiduciary wealth management firm that serves the Lincoln metro. It provides estate planning, retirement planning, and investment management services. The team of financial advisors uses Riskalyze, a tool that determines an individual's risk tolerance to help develop a personalized plan tailored for the clients' needs. President and founder Bob Bennie has over 20 years of industry experience. He was featured in Barron's Magazine as one of the top 1000 financial planners in the country.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Detail
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Callahan Financial Planning logo
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Callahan Financial Planning

233 South 13th Street, Lincoln, NE 68501
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  • Estate Planning

Business Description

Callahan Financial Planning is an independent investment management and financial advisory firm serving clients in Lincoln. Its retirement planning services include health insurance planning and Social Security and pension timing and optimization. It also provides guidance with income tax minimization, investment management, and estate and legacy planning. The firm was included in Forbes's Next-Gen Wealth Advisors in 2018. Its president, William A. Callahan, is a Registered Life Planner, a Chartered Financial Analyst, and a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Detail
Capital Consulting & Asset Management logo
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Capital Consulting & Asset Management

140 North 8th Street, Lincoln, NE 68508
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

Capital Consulting & Asset Management is an independent advisory company. It serves families, professionals, businesses, and institutions in Lincoln and the surrounding metros. With over 50 years of combined experience, its financial advisors create tailored wealth management strategies for clients. The fiduciary firm also offers financial planning, advisory and consulting services, insurance, and corporate retirement plans. Owners Rob Nixon and Amber Roemer are financial advisors and insurance agents. Capital Consulting & Asset Management was established in 1996.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Cast Financial logo
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Cast Financial

151 North 8th Street, Lincoln, NE 68508
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  • Tax Planning

Business Description

Cast Financial is a financial advisory firm that provides Lincoln clients with wealth management services. The firm offers financial planning for clients. It also manages investments, including strategizing to maximize the client’s portfolio strength. The firm, moreover, completes tax returns and minimizes tax obligations for its clients. Accounting services, including payroll and financial reports, are likewise available. The firm’s investment advisor representative, Brad Kingsley, is a Certified Financial Planner. He is also a Dave Ramsey-certified financial coach with over 20 years of business experience.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Central Financial Services logo
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Central Financial Services

6355 South 56th Street, Lincoln, NE 68516
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  • Estate Planning
  • Retirement Planning
  • Tax Preparation

Business Description

Central Financial Services is a full-service financial planning firm based in Lincoln. Its advisors educate clients on various factors in a financial plan, from money management to tax strategies. They also help clients plan their finances for personal goals, like college education. It also offers clients assistance in insurance-related matters. CEO Timothy E. Cox has been working in the financial services industry since 1972. He teaches financial education at the University of Nebraska.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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FP Wealth Management, Inc. logo
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FP Wealth Management, Inc.

770 North Cotner Boulevard, Lincoln, NE 68505
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

FP Wealth Management, Inc. is a Lincoln financial advisory company that helps individuals and businesses with retirement, savings, and estate strategy matters. It assists in the creation of investment portfolios based on clients' time frame. risk tolerance, and goals. It also creates and implements investment recommendations using bond and mutual funds, alternative investments, and variable annuities. The company is a merger between the two financial service practices of its managing partners Bob Fitzsimmons and Jason Peplinski, who have been working together since 2007.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Detail
Grossman Financial Planning logo
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Grossman Financial Planning

5715 South 34th Street, Lincoln, NE 68516
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  • Certified Financial Planner (CFP)

Business Description

Grossman Financial Planning offers ongoing education and guidance on insurance, retirement planning, and money management to clients in Lincoln. The firm also assists clients in investment products such as treasury bills, variable annuities, government securities, and common stocks. Its financial planning services include matters such as estate, tax, expenses, and 401(k). Grossman Financial Planning is headed by Lee Grossman, who provided educational services about retirement to employees of local corporations. Grossman is also a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
JFC Financial Services logo
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JFC Financial Services

9060 Andermatt Drive, Lincoln, NE 68526
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Since 1992, JFC Financial Services has been serving clients from the Lincoln metro and neighboring cities. Its team is committed to helping clients establish and achieve goals through asset and investment management, objective financial planning, and risk protection strategies implementation. Its advisors also provide planning services for retirement, insurance, tax, and estate. Founding president Jack Connealy holds industry registration series 7, 24, 31, 51, and 63, in addition to his license as a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
JS Financial logo
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JS Financial

7645 Kennelley Dr, Lincoln, NE 68516
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  • Retirement Planning

Business Description

JS Financial is a local business that guides Lincoln individuals, families, and business owners with their finances and investment goals. It offers fiduciary advice that tackles retirement, taxation, and risk management. It updates clients on investments including individual stocks or mutual funds. JS Financial is a member of FINRA. The company's Certified Financial Planner, Joel Barjenbruch, holds designations such as Chartered Life Underwriter and Retirement Income Certified Professional. He guides clients for proactive tax planning to protect their wealth from the IRS.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (10)
Google
5.0 / 5 (2)
Kechely Wealth Management logo
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License Verified:

License: CRD#: 1964761

Investment Adviser Public Disclosure Database, SEC

Kechely Wealth Management

3440 Madison Avenue, Lincoln, NE 68504
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  • Estate Planning

Business Description

Kechely Wealth Management is a full-service financial advisory company that serves clients in Lincoln. The firm offers a wide range of financial services that can help individuals, families, and businesses secure the financial future of their loved ones and employees. Its financial advisors focus on several areas, including investments, financial planning, insurance, and employee benefits. The group also handles retirement and estate planning, as well as tax management. Kurt Kechely, the firm's founder, has been in the financial services industry since 1983.

License Verified:

License: CRD#: 1964761

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
LeValley Wealth Management logo
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LeValley Wealth Management

5700 Old Cheney Road, Lincoln, NE 68516
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  • Estate Planning
  • Tax Planning

Business Description

LeValley Wealth Management provides financial planning assistance from its Lincoln office. Its team is committed to creating personalized plans to help clients achieve their financial goals, whether through estate planning, risk management, or investment and tax planning. In addition, the financial advisory firm assists in creating budgets that are aligned with clients' financial objectives. LeValley Wealth Management was founded by Curt LeValley, a Retirement Income Certified Professional and a Certified Financial Planner, who has over three decades of trade experience.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
MJB Financial Planning, LLC logo
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MJB Financial Planning, LLC

1520 South 70th Street, Lincoln, NE 68506
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  • Certified Financial Planner (CFP)

Business Description

MJB Financial Planning, LLC, provides services to clients in Lincoln and the surrounding areas. It offers retirement planning services to assist individuals in managing their retirement savings and maintaining their lifestyles. It also handles tax-efficient investing services to manage concentrated stock, prepare risk tolerance, and optimize security tax placements. Its principal advisor, Matt Buckwalter, has been helping clients pursue their financial goals since 2006. Buckwalter has earned master's degrees in engineering and family financial planning.

Pittenger & Anderson, Inc. logo
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Pittenger & Anderson, Inc.

5533 South 27th Street, Lincoln, NE 68512
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  • Certified Financial Planner (CFP)

Business Description

Pittenger & Anderson, Inc. is a fiduciary financial advisory firm that has been serving Lincoln since 1995. It provides financial planning and investment management services to individuals, families, and businesses. It manages business sales proceeds, optimizes taxes, and analyzes options for restricted stocks. Its other services include annual Medicare drug plan review and enrollment assistance and an annual review of other investment accounts. The firm has been included in the CNBC Financial Advisor 100 List for 2019 and 2020.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Prairie Wealth Advisors logo
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Prairie Wealth Advisors

8101 O Street, Lincoln, NE 68510
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  • Certified Financial Planner (CFP)

Business Description

Prairie Wealth Advisors provides financial planning services to Lincoln and the surrounding areas. It caters to entrepreneurs, individuals, families, and aircraft owners who want to manage their finances and preserve their wealth. Its team handles and analyzes the clients' portfolios to meet their cash flow needs and goals. The company's president, Craig D Hundt Sr, has been in the industry for more than 30 years. He has worked at the IDS/American Express Financial Services and Shearson Lehman Brothers in the 1980s.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Renaissance Financial Lincoln logo
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Renaissance Financial Lincoln

3600 Village Drive, Lincoln, NE 68516
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Renaissance Financial - Lincoln caters to clients in the metro who need financial solutions. It offers retirement and investment strategies, estate planning, and personal services to help individuals with their financial goals. It also provides assistance to clients who want to apply for term, permanent, long-term care, and disability insurance services. One of its financial advisors, Kyle Miller, is a Certified Financial Planner and a board member of the Big Brothers Big Sisters-Lincoln, an organization that mentors children.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Shunkwiler Financial logo
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Shunkwiler Financial

Lincoln, NE 68505
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Business Description

Shunkwiler Financial is a financial service and retirement preparedness firm that serves the Nebraska community. With headquarters in Lincoln, the firm uses the Advisor Link program to connect CPAs with financial professionals. As such, clients have access to both financial planning options and tax expertise. Company founder, Brett Shunkwiler, also uses visual motion software to give clients a vivid look at their financial situation. Shunkwiler Financial is geared toward helping individuals and their families meet their long-term financial planning goals. These may include retirement planning, tuition planning, or other forms of financial security.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Universal Financial Strategies logo
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Universal Financial Strategies

7431 O Street, Lincoln, NE 68510
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Universal Financial Strategies is a team of professionals in Lincoln with decades of experience in the financial services industry. It utilizes a coordinated planning approach to help clients attain their retirement goals. The company provides financial advice in areas of tax analysis, investment management, estate planning, Social Security election strategies, and health care recommendations. Additionally, it offers clients a customized UFS Bucket Plan designed to provide financial security such as Social Security, pensions, and annuities to help them live the retirement lifestyle they desire.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Wealth Partners logo
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License Verified:

License: 6363

Investment Adviser Public Disclosure Database, SEC

Wealth Partners

7111 A Street Suite 102, Lincoln, NE 68510
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  • Certified Financial Planner (CFP)

Business Description

Wealth Partners helps clients in Lincoln in achieving their financial objectives. It offers a wide range of financial advisory services that are focused on family finances, wealth preservation, and retirement income. Its advisors perform cash flow and investment management, retirement planning, market analysis, and tax legislation monitoring. They also align clients' asset allocation and risk tolerance to help balance losses and gains in their investment accounts. Wealth Partners is part of Ameriprise, a wealth management company with over 125 years of industry experience.

License Verified:

License: 6363

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Detail
Back to Providers

Frequently Asked Questions

Introduction

There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

  • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
  • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
  • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
  • An investment advisor offers investment advice and recommendations to individuals or organizations.
There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

Are financial advisors worth it?

Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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