The first hard question in personal finance isn't which advisor to pick — it's which kind of professional you actually need. A CFP, a CPA, a fee-only fiduciary, a tax attorney, an estate attorney, an elder-care planner, and a wealth manager all do different things, and most people start by hiring the wrong one.
The Advisor Recommender asks about your assets, your situation (kids, divorce, business ownership, special needs), and your goals, then scores 12 professional types against your fit. The reasoning is shown — no black box. Then we point you at fee-only directories rather than taking a referral fee.
What you can do
- ✓12 professional types scored
- ✓Transparent rule-based scoring
- ✓Key drivers shown for each recommendation
- ✓No referral fees, no hidden agenda
- ✓Fee-only directories linked
Frequently asked questions
How do you make money if you don't take referral fees?+
We don't. The recommender is free. Optional sign-in lets you save your situation and revisit later.
Will this tell me which specific advisor to hire?+
No — it tells you which type of advisor and what to look for. Picking a specific person is something you should do via NAPFA, the CFP Board search, or a referral from someone you trust.
Ready for your recommendation?
The Find a Financial Advisor (or Other Professional) runs entirely in your browser. Free, no sign-up required to use it.
Related calculators
Other tools that pair well with the Find a Financial Advisor (or Other Professional). They cross suites because life does.