10 Best Financial Advisors of April 2023

10 Best Financial Advisors of April 2023
Facet

Facet

Paid non-client promotion

NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.

Reviewed in: Oct. 2022

Period considered: Aug. – Oct. 2022

$2,000 and up

per year (free initial consultation)

$0

Get $250 reward

into Facet brokerage account for new members who transfers at least $5,000 within the first 90 days of their Facet membership.*

Paid non-client promotion

NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.

Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

Paid non-client promotion

NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.

Reviewed in: Oct. 2022

Period considered: Aug. – Oct. 2022

0.30{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996}

management fee

$50,000

None

no promotion available at this time

Paid non-client promotion

NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.

Zoe Financial

Zoe Financial

on Zoe Financial’s website

Paid non-client promotion

NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.

Reviewed in: Oct. 2022

Period considered: Aug. – Oct. 2022

Varies by Advisor (free initial consultation)

$100,000

3Month Satisfaction Guarantee

on Zoe Financial’s website

Harness Wealth

Harness Wealth

Reviewed in: Oct. 2022

Period considered: Aug. – Oct. 2022

Up to 1{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996}

per year

$250,000

$250 off

one year of financial or tax planning

on Harness Wealth’s website

Empower

Empower

Paid non-client promotion

NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.

Reviewed in: Feb. 2023

Period considered: Aug. 2022 – Feb. 2023

0.49{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996}0.89{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996}

management fee

$100,000

Get 6 months

of free wealth management for new clients. Must fund above $250,000 within 30 days of account opening. Terms Apply.

Paid non-client promotion

NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.

Minnie Arwood

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