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What a robo-advisor does

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SmartAsset can helps you find a financial advisor who is right for you with our free financial advisor matching service. Put simply, a financial advisor refers to anyone who helps clients manage their money. Think of it as an umbrella that other terms fall under.

They might even help you with each of these things. Advisors may also cater to certain income levels.


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  5. Ultra-high-net-worth individuals may want to consider working with a private wealth manager , while someone struggling to get out of debt may prefer the help of a financial counselor. Like a financial counselor and a private wealth manager, a financial planner is one type of financial advisor.

    Financial Advisor Book List For 2018 Summer Reading

    A financial planner specializes in creating a comprehensive plan to help you achieve your long-term goals. Like a financial advisor, a financial planner will assess your current situation and make recommendations on what you can do to improve it. A financial planner may also have certain areas of expertise, such as retirement planning or education funding planning.

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    What Does a Financial Advisor Do and How Much Will It Cost Me?

    Financial advisors and a financial planners may hold different certifications and licenses. Financial advisors who help manage investments or buy and sell stocks typically must hold a Series 65 securities license. These financial certifications prove that the advisor has the requisite education and experience in financial planning. Everyone has a unique financial situation and thus different needs. You should determine your needs before you decide what kind of financial advisor to work with. Ask family, friends and coworkers for referrals and search online.

    Eight steps to choosing a financial adviser | Financial Times

    If you want to work with a financial planner, you should look for a CFP. Certified financial planners must complete relevant coursework in financial planning and pass a rigorous examination. The exam ensures that they can apply their education to financial situations. In addition, the same person can have more than one of these titles. Keep in mind that you can start with a robo-advisor or online service, then reassess your planning needs as your financial situation changes or grows more complex.

    Below are some of our picks for the best robo-advisors and online financial planning services:. You can view our full list of recommended robo-advisors here.

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    At NerdWallet, we strive to help you make financial decisions with confidence. To do this, many or all of the products featured here are from our partners. Our opinions are our own. Robo-advisors SoFi Automated Investing.

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