FinanceChoices
Financial Advisors

Find a financial advisor

Compare fiduciary, fee-only, and goal-specific advisors. Match with planning services that fit your needs.

Editorial snapshot
  • Lighthouse PlanningFlat fee or 1% AUM
  • BlueRidge Wealth0.85% AUM
Advertiser disclosure. Finance Choices may receive compensation from partners featured on this site. Compensation may affect placement, but our editorial opinions and comparisons are our own.
Top picks

Compare top providers

Editorial picks updated regularly. Compensation may affect placement.

LP

Lighthouse Planning

4.9
Best for fee-only fiduciary
APR / Rate
Flat fee or 1% AUM
Fees
Transparent pricing
Show details
  • Comprehensive planning
  • Tax & estate guidance
  • Virtual or in-person
Pros
  • Fiduciary advisors
  • Holistic planning
Cons
  • Higher minimums

On Finance Choices' partner site. Rates, fees, and terms subject to change. Prequalification does not guarantee approval.

BW

BlueRidge Wealth

4.7
Best for retirement planning
APR / Rate
0.85% AUM
Fees
No commissions
Show details
  • Retirement income strategy
  • Social Security planning
Pros
  • Retirement specialists
Cons
  • Account minimum may apply

On Finance Choices' partner site. Rates, fees, and terms subject to change. Prequalification does not guarantee approval.

FAQ

Frequently asked questions

What is a fiduciary?

A fiduciary is required to act in your best interest at all times — a higher standard than the suitability standard required of some advisors.

Methodology

How we evaluate

Finance Choices ratings reflect fees, rates, eligibility, transparency, customer experience, and product fit. Compensation from partners may affect placement, but does not influence our editorial ratings.

Read full methodology →