Frequently Asked Questions

While that may seem appealing, at vetted advisor, our advisors are rigoursly screened and selected by industry veterans and experts,  who know the intricate details of what makes a great advisor. Unless your friend or coworker has been in the industry for 25+ years, it is likely they don't understand the fine details that determine if an advisor is truly fit for you. Your friend may like that person, but do they really know if the advisor meets the highest standards

If you're not satisfied with your matched advisor, we encourage open communication to address any concerns or issues. We can reassess your needs and preferences to find a better match or provide alternative options within our network. 

We consider various factors such as financial goals, investment preferences, risk tolerance, geographic location, advisor specialties, and client feedback. Our goal is to ensure that the recommended advisors align with the unique needs and preferences of each client. 

Yes, all financial advisors in our network undergo a rigorous vetting process. We verify their credentials, certifications, regulatory compliance, and professional background to ensure they meet our standards of excellence and professionalism. 

Our matching service is free for clients. Financial advisors in our network pay a fee to be part of our platform. However, our financial advisors have their separate fees for their services.

Yes, we provide clients with access to a detailed profile of a matched financial advisor. These profiles include advisor credentials, areas of expertise, experience, approach to financial planning, and client reviews. 

Our network includes a diverse range of financial advisors, including certified financial planners (CFPs), investment advisors, wealth managers, retirement planners, estate planners, and insurance specialists, among others. 

Getting started is easy! Simply complete the initial questionnaire. Once we have your information, we'll start the matching process and connect you with suitable financial advisors based on your preferences and needs.

Yes, maintaining the security and privacy of our clients' information is a top priority. We employ industry-standard encryption protocols and stringent security measures to safeguard all sensitive data shared through our platform. 

Our matching process begins with clients filling out a detailed questionnaire about their financial goals, risk tolerance, investment preferences, and other relevant factors. Based on this information, our algorithm matches clients with financial advisors from our network who possess the fiduciary expertise and experience to meet their needs.