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Best Financial Advisors in Jersey City

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Jersey City, NJ
  • 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
Yelp
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.
4.0
Responsiveness
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––

Price: Free consultation

Accretive Wealth Partners logo
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Accretive Wealth Partners

185 Hudson Street, Jersey City, NJ 07302
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  • Estate Planning
  • Retirement Planning

Business Description

Accretive Wealth Partners strives to help clients improve their financial lives. Operating in Jersey City, the firm provides financial planning services that cover wealth accumulation, tax reduction, retirement income, estate and wealth transfers, and charitable giving. It also guides clients throughout the investment management process and constructs portfolios with a long-term focus. Accretive Wealth Partners' chief investment officer, Gary Ribe, has 10 years' worth of asset management experience. He is a CFA charterholder and a member of the CFA Society of New York.

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 (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
Arden Trust Company logo
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Arden Trust Company

185 Hudson Street, Jersey City, NJ 07311
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  • Estate Planning

Business Description

Arden Trust Company serves individuals and financial professionals in the community of Jersey City and the surrounding areas. The firm offers a wide range of trust services, such as purpose trusts, special needs trust administration, total return trusts, directed, charitable, and perpetual trusts. It also handles fiduciary services, estate planning, investment management, and custodial services. Its team helps financial advisors from creating brochures to consultations and conference calls with client attorneys. Moreover, its president, Doug Sherry, has industry experience of more than 20 years.

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
Astra Strategic Wealth logo
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Astra Strategic Wealth

101 Hudson Street, Jersey City, NJ 07302
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  • Certified Financial Planner (CFP)

Business Description

Astra Strategic Firm is a financial advisory firm that provides fiduciary financial planning services to Jersey City-based families and businesses. The firm provides tax planning services based on tax-loss harvesting and professional coordination. It also offers techniques for estate planning. Likewise, the firm assists clients in planning for their children’s education. The firm also provides small business strategies and investment management services. The founder, Kevin Peacock, is a certified financial planner who also holds a Chartered Alternative Investment Analyst designation.

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)
Chris Tomolonis Financial Advisor logo
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Chris Tomolonis Financial Advisor

159 Pine Street, Jersey City, NJ 07304
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  • Estate Planning
  • Investment Management
  • Cash Flow & Budget Analysis
  • Life Insurance
  • Tax Planning
  • Retirement Planning

Business Description

Chris Tomolonis Financial Advisor provides services to clients across Jersey City and the neighboring areas. Chris specializes in helping individuals with their financial situations and goals by offering analysis and recommendations relating to their cash flow, liabilities, income, assets, budgeting, and taxes. He also helps in managing and planning for clients' retirement, stocks, investments, insurance, and estate plans. Chris has worked on Wall Street before becoming an investment advisor representative. He is also the founder of BNI Liberty.

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 (15)
Yelp
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
Helpfulness
Detail
Dowd Financial Planning logo
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Dowd Financial Planning

17 Norman Road, Montclair, NJ 07043
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  • Certified Financial Planner (CFP)

Business Description

Dowd Financial Planning is a wealth management firm that serves the residents of Jersey City and the surrounding areas. It helps clients reach their financial goals through services such as cash management, risk management, retirement planning, estate planning, and education funding. It also assists clients with their investment portfolios. Owner David Dowd has been working in finance for more than 28 years. He is a member of the Financial Planning Association and the National Association of Enrolled Agents.

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)
Eagle Grove Advisors logo
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Eagle Grove Advisors

75 Montgomery Street, Jersey City, NJ 07302
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Eagle Grove is a financial planning firm serving Jersey City. It assists individuals and businesses in a wide range of areas including income tax, employee benefits, estate planning, credit card and banking, and cash flow and budgeting. A comprehensive planning relationship plan is also available which allows access to a technology platform, progress monitoring, and the appropriate industry professionals that can help execute the plan. The firm has been featured in different publications such as The Washington Post and Chase.

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 (17)

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
FFP Wealth Management logo
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FFP Wealth Management

847 Broadway, Bayonne, NJ 07002
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

FFP Wealth Management is a financial planning company that has been serving individuals and families in Jersey City for 25 years. It guides clients in various financial matters, such as money management, insurance, retirement planning, 401(k) rollovers, investment planning, and estate taxes. The company developed a four-phase process called "Wealth Maximizer" to provide clients with personalized strategies to help them reach their financial goals. FFP Wealth Management's founder, John Graziano, is a certified public accountant, Personal Financial Specialist, and 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 (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
Helpfulness
Detail
Hudson Oak Wealth Advisory logo
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Hudson Oak Wealth Advisory

221 River Street, Hoboken, NJ 07030
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Hudson Oak Wealth Advisory is a financial advisory firm that provides the people of Jersey City with fiduciary wealth management and investment services. It offers financial planning for clients, including strategizing for college, business, and retirement plans. The firm’s portfolio management services involve diversification, using passive and active strategies to minimize risks and maximize opportunities. The company also offers tax services, including tax preparation and planning. The founder, Brian Sheahen, is a certified financial planner with over 10 years of experience.

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)
Lee, Nolan & Koroghlian, LLC logo
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Lee, Nolan & Koroghlian, LLC

250 Pehle Avenue, Saddle Brook, NJ 07663
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  • Estate Planning

Business Description

Lee, Nolan & Koroghlian, LLC, is a MassMutual firm, an investment and insurance company in the Jersey City area. Its clients exclusively include business owners, executives, and affluent families. Individuals have access to risk management, estate planning, long-term financial planning, and wealth management services. Founded in 1991, the firm currently has more than 140 financial planning associates. Prior to becoming Chairman and CEO, George Koroghlian had consistently ranked among the top five percent MassMutual advisors nationwide.

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
Noble Advisors logo
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Noble Advisors

325 N St. Paul St, Ste 2040, Dallas, TX 75201
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  • Certified Financial Planner (CFP)

Business Description

Noble Advisors serves financial strategies and guidance to communities in Jersey City. Beyond investment management, it also has business planning services that include industry research and analysis of opportunities, risks, incentives, and tax issues. The firm also has tax planning services to inform decisions such as purchasing properties and starting a venture and estate planning services that cover life insurance concerns. Paul Nouri opened Noble Advisors in 2009. He also founded the Aibtikar Foundation to support child empowerment and mental health in 2017.

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
Park Financial Group logo
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Park Financial Group

30 Park Avenue, Lyndhurst, NJ 07071
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Park Financial Group is a full-service, boutique-style financial planning firm that serves nonprofits, businesses, and individuals in the Jersey City area. With over 15 years of experience, the company creates long-term strategies like retirement planning, estate planning, and college funding. Clients receive access to investment options and a number of insurance products. Founder Don Gordon holds the Chartered Life Underwriter and Chartered Financial Consultant designations. Gordon has been in the financial advisory business for more than three decades.

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
Reshape Wealth logo
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Reshape Wealth

65 Bay Street, Jersey City, NJ 07302
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  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Business Description

Reshape Wealth is an investment planning firm that provides Jersey City residents with wealth management solutions. These solutions include financial planning, strategic financing, and risk management. In addition, the firm uses industry-standard technology, ranging from the Emoney Advisor, a program that helps track a client's financial plan in real-time, to the firm's proprietary mobile platform. Before founding Reshape Wealth, David Kranz worked as a senior financial advisor and vice president of Merril Lynch for a decade.

Rincon Tax Advisory Services logo
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Rincon Tax Advisory Services

101 Hudson St, Jersey City, NJ 07302
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  • Private Wealth Advisor
  • Tax Preparation
  • Tax Planning

Business Description

Rincon Tax Advisory is a full-service firm operating in Jersey City and nearby metros. It offers a wide range of services to individuals and businesses including cryptocurrency tax management, new business formation, business consulting, stock-based compensation tax planning, and tax preparation. Aside from delivering customized solutions, assistance throughout the growth process is also available. The firm's founder, Jesus E. Rincon, is a CPA who is fluent in Spanish and possesses conversational proficiency in Italian and Japanese.

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 (38)
Yelp
5.0 / 5 (31)
Schupak Financial Advisors logo
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Schupak Financial Advisors

121 Newark Avenue, Jersey City, NJ 07302
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  • Retirement Planning
  • Tax Planning

Business Description

Schupak Financial Advisors is a company serving customers in Jersey City and the surrounding areas. It was founded by Mike Schupak, who has been in the industry for more than 10 years. Services offered at the company include cash flow review and net worth tracking, debt management strategies as well as asset allocation, selection, and location. The company can also provide retirement and tax planning services, as well as tax forecasting and risk needs analysis. Employer benefits services are also available.

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)
Yelp
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
SFI Advisors logo
Visit WebsiteWebsite

SFI Advisors

79 Midland Avenue, Montclair, NJ 07042
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

SFI Advisors is a financial advisory firm that offers its individual and family clients in Jersey City answers for financial planning, investment management, and insurance services. The firm also caters to corporate clients by providing corporate benefits planning, employee benefits, executive benefit plan services, 410(k) and corporate retirement plans, and business owner and executive succession options to improve the company’s performance and operations. The firm is currently led by managing director John H. Sampers who has been a financial consultant for over 20 years.

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
Stembrook Asset Management logo
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Stembrook Asset Management

83 Wayne Street, Jersey City, NJ 07302
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Stembrook Asset Management is a wealth management company with an office in Jersey City. It works with clients to establish financial goals and align available assets and financial strategies to achieve them. Its range of services includes financial planning, investment management, and estate planning. The company's founder, Peter D'Agati, is a member of the CFA Institute. He has been invited as a speaker to investment forums such as the Columbia Business School and the Institute for Private Investors.

Unique Financial Advisors logo
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Unique Financial Advisors

26 Broadway, New York, NY 10004
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  • Business Tax Preparation

Business Description

Unique Financial Advisors caters to clients in Jersey City and the surrounding areas. It offers various financial services for medical professions, executives, families, and retirees. These services include financial planning, tax preparation, and investment management to help individuals develop strategies for their financial goals. It also specializes in planning for college funds, insurance, and estates. It was founded in 2014 by Vid Ponnapalli, who previously served as a vice president of JPMorgan Chase & Co., Deutsche Bank, and Credit Suisse.

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.
4.0
Responsiveness
Friendliness
Helpfulness
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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