[{"data":1,"prerenderedAt":5453},["ShallowReactive",2],{"discover\u002Ffinancial-advice\u002Fbest-financial-advisor-test-published":3,"config-published":4520,"i-ph:caret-down-bold":5424,"i-ph:list":5427,"i-ph:instagram-logo":5429,"i-ph:youtube-logo":5431,"i-ph:x-logo":5433,"i-ph:facebook-logo":5435,"i-ph:linkedin-logo":5437,"i-ph:caret-right":5439,"i-ph:magnifying-glass":5441,"i-ph:caret-right-bold":5443,"breadcrumbs-\u002Fdiscover\u002Ffinancial-advice\u002Fbest-financial-advisor-test":5445},{"name":4,"created_at":5,"published_at":6,"updated_at":7,"id":8,"uuid":9,"content":10,"slug":4513,"full_slug":4514,"sort_by_date":22,"position":4515,"tag_list":4516,"is_startpage":443,"parent_id":4517,"meta_data":22,"group_id":4518,"first_published_at":6,"release_id":22,"lang":4437,"path":22,"alternates":4519,"default_full_slug":22,"translated_slugs":22},"Best financial advisor test","2026-09-22T18:00:23.608Z","2026-09-24T11:50:10.984Z","2026-09-24T11:50:11.031Z",222865095168333,"65798889-5c99-4c44-8392-1f70de66eb21",{"_uid":11,"body":12,"hero":4381,"author":4414,"series":275,"sidebar":4439,"hide_cta":143,"metatags":4483,"reviewer":4487,"component":4507,"updatedAt":4508,"series_order":275,"bottom_banner":4509,"fullWidthMode":443,"subcategories":4510,"hideEmbeddedMF":143,"hide_pro_banner":143,"intro_paragraph":4511,"series_dropdown":443,"intro_subheading":275,"series_navigation":143,"table_of_contents":443,"outgrow_calculator":4512,"series_dropdown_label":275,"hide_email_signup_widget":143,"show_compound_calculator":443,"show_roth_ira_calculator":443,"show_footer_sticky_banner":443,"show_retirement_calculator":443,"show_capital_gains_calculator":443},"9b254ba2-8941-46d7-864a-3e4ee4ecd412",[13,113,185,451,454,470,529,726,735,801,1052,1061,1112,1328,1337,1435,1638,1647,1716,1897,1959,2178,2187,2286,2499,2543,2722,2766,2950,3449,3879,4029,4035,4039,4361],{"_uid":14,"component":15,"accordions":16},"df97c601-1669-48ba-94d0-b8d2177a8cd1","app-accordion-group",[17],{"_uid":18,"text":19,"title":111,"component":112},"2dabb19e-4434-4f13-b5fb-7a6d910f8996",{"type":20,"attrs":21,"content":23},"doc",{"backgroundColor":22},null,[24,31,91,96,101,106],{"type":25,"attrs":26,"content":27},"paragraph",{"textAlign":22},[28],{"text":29,"type":30},"Unbiased evaluated financial advisory firms based on various factors, including:","text",{"type":32,"content":33},"bullet_list",[34,47,58,69,80],{"type":35,"content":36},"list_item",[37],{"type":25,"attrs":38,"content":39},{"textAlign":22},[40,45],{"text":41,"type":30,"marks":42},"Assets under management (AUM):",[43],{"type":44},"bold",{"text":46,"type":30}," A higher AUM often suggests that a company has established relationships with a larger number of clients.",{"type":35,"content":48},[49],{"type":25,"attrs":50,"content":51},{"textAlign":22},[52,56],{"text":53,"type":30,"marks":54},"Fees:",[55],{"type":44},{"text":57,"type":30}," While fees will differ from advisor to advisor, companies with lower overall fees were given a higher ranking.",{"type":35,"content":59},[60],{"type":25,"attrs":61,"content":62},{"textAlign":22},[63,67],{"text":64,"type":30,"marks":65},"Fee structure:",[66],{"type":44},{"text":68,"type":30}," As fee-only advisors earn no additional compensation beyond the client fees compared to fee-based advisors, companies that were fee-only were given a higher ranking.",{"type":35,"content":70},[71],{"type":25,"attrs":72,"content":73},{"textAlign":22},[74,78],{"text":75,"type":30,"marks":76},"Services:",[77],{"type":44},{"text":79,"type":30}," Firms that provide a wider range of services were awarded a high ranking.",{"type":35,"content":81},[82],{"type":25,"attrs":83,"content":84},{"textAlign":22},[85,89],{"text":86,"type":30,"marks":87},"Investment minimum:",[88],{"type":44},{"text":90,"type":30}," Firms with a lower investment minimum, thereby reducing the barrier to entry for financial advice, were given a higher ranking.",{"type":25,"attrs":92,"content":93},{"textAlign":22},[94],{"text":95,"type":30},"The financial advisory firms listed below were also selected due to their nationwide offering, work with individuals looking for personal financial advice, and their overall reputation.",{"type":25,"attrs":97,"content":98},{"textAlign":22},[99],{"text":100,"type":30},"The list aims to provide a broad range of financial advisory firms and highlight the different levels of financial advice services available throughout the US.  ",{"type":25,"attrs":102,"content":103},{"textAlign":22},[104],{"text":105,"type":30},"Unbiased has produced the advisor details above from publicly available data. We aim to provide an independent overview of financial advisory firms to provide you with the information you need to make confident financial decisions.",{"type":25,"attrs":107,"content":108},{"textAlign":22},[109],{"text":110,"type":30},"When choosing a financial advisor, you should consider your unique needs and goals to find the firm best suited to you.  ","Methodology","app-accordion",{"_uid":114,"data":115,"component":184},"90758bce-3b4a-41da-b60d-dcedf006ce59",{"type":20,"attrs":116,"content":117},{"backgroundColor":22},[118,125,156,161],{"type":119,"attrs":120,"content":122},"heading",{"level":121,"textAlign":22},2,[123],{"text":124,"type":30},"1. Fidelity financial advisor",{"type":25,"attrs":126,"content":127},{"textAlign":22},[128,148,154],{"text":129,"type":30,"marks":130},"Fidelity",[131,144],{"type":132,"attrs":133},"link",{"href":134,"uuid":135,"anchor":22,"target":136,"linktype":137,"story":138},"\u002Fdiscover\u002Ffinancial-advice\u002Ffidelity-financial-advisor-review","4860b5fb-3ceb-474a-ba6c-dfbecd323a66","_self","story",{"name":139,"id":140,"uuid":135,"slug":141,"url":142,"full_slug":142,"_stopResolving":143},"Fidelity financial advisor review",106320350245379,"fidelity-financial-advisor-review","discover\u002Ffinancial-advice\u002Ffidelity-financial-advisor-review",true,{"type":145,"attrs":146},"textStyle",{"color":147},"#000000",{"text":149,"type":30,"marks":150}," ",[151,153],{"type":145,"attrs":152},{"color":147},{"type":44},{"text":155,"type":30},"is a financial advisory firm renowned for its comprehensive range of specialized services, making it an ideal choice for clients seeking support with diverse financial goals and challenges.",{"type":25,"attrs":157,"content":158},{"textAlign":22},[159],{"text":160,"type":30},"What you need to know about Fidelity:",{"type":32,"content":162},[163,170,177],{"type":35,"content":164},[165],{"type":25,"attrs":166,"content":167},{"textAlign":22},[168],{"text":169,"type":30},"Services include ETF trading, wealth management, retirement and long-term care planning, and investing.",{"type":35,"content":171},[172],{"type":25,"attrs":173,"content":174},{"textAlign":22},[175],{"text":176,"type":30},"There are multiple options for all types of investors, including those seeking digital advice and those looking for a dedicated financial advisor.",{"type":35,"content":178},[179],{"type":25,"attrs":180,"content":181},{"textAlign":22},[182],{"text":183,"type":30},"The firm is recognized for its strong customer service, offering accessible in-person and phone support.","article-rich-text",{"_uid":186,"body":187,"image":438,"title":444,"cta_link":445,"cta_text":446,"component":447,"background":448,"description":449,"cta_description":450},"0cadd018-3885-4adc-acac-4fa0f590a89b",[188,255,433],{"_uid":189,"data":190,"component":254},"e5c24d5c-918c-4a76-b693-9bfd673b51e7",{"type":20,"content":191},[192,201,209,216,223,231,239,247],{"type":25,"content":193},[194],{"text":195,"type":30,"marks":196},"Assets under management:",[197,198],{"type":44},{"type":145,"attrs":199},{"color":200},"rgb(77, 81, 88)",{"type":25,"content":202},[203],{"text":204,"type":30,"marks":205},"$14.1 trillion",[206],{"type":145,"attrs":207},{"color":208},"#4D5158",{"type":25,"content":210},[211],{"text":64,"type":30,"marks":212},[213,214],{"type":44},{"type":145,"attrs":215},{"color":200},{"type":25,"content":217},[218],{"text":219,"type":30,"marks":220},"Fee-only & fee-based",[221],{"type":145,"attrs":222},{"color":200},{"type":25,"content":224},[225],{"text":226,"type":30,"marks":227},"Fee:",[228,229],{"type":44},{"type":145,"attrs":230},{"color":200},{"type":25,"content":232},[233],{"text":234,"type":30,"marks":235},"0.2%-1.5%",[236],{"type":145,"attrs":237},{"color":238},"rgb(0, 0, 0)",{"type":25,"content":240},[241],{"text":242,"type":30,"marks":243},"Minimum account sizes:",[244,245],{"type":44},{"type":145,"attrs":246},{"color":200},{"type":25,"content":248},[249],{"text":250,"type":30,"marks":251},"$50,000",[252],{"type":145,"attrs":253},{"color":200},"company-summary-rich-text",{"_uid":256,"component":257,"accordions":258},"4762f83f-9fa1-48bf-8e26-f499d7659e99","company-summary-accordion-group",[259,358,373,420],{"_uid":260,"text":261,"title":356,"component":357},"ac800466-e1f7-4f3d-a572-7fc811074c9f",{"type":20,"content":262},[263],{"type":32,"content":264},[265,276,286,296,306,316,326,336,346],{"type":35,"content":266},[267],{"type":25,"attrs":268,"content":269},{"textAlign":22},[270],{"text":271,"type":30,"marks":272},"Retirement planning ",[273],{"type":145,"attrs":274},{"color":275},"",{"type":35,"content":277},[278],{"type":25,"attrs":279,"content":280},{"textAlign":22},[281],{"text":282,"type":30,"marks":283},"Brokerage",[284],{"type":145,"attrs":285},{"color":275},{"type":35,"content":287},[288],{"type":25,"attrs":289,"content":290},{"textAlign":22},[291],{"text":292,"type":30,"marks":293},"Wealth management",[294],{"type":145,"attrs":295},{"color":275},{"type":35,"content":297},[298],{"type":25,"attrs":299,"content":300},{"textAlign":22},[301],{"text":302,"type":30,"marks":303},"Investment strategy ",[304],{"type":145,"attrs":305},{"color":275},{"type":35,"content":307},[308],{"type":25,"attrs":309,"content":310},{"textAlign":22},[311],{"text":312,"type":30,"marks":313},"Financial planning",[314],{"type":145,"attrs":315},{"color":275},{"type":35,"content":317},[318],{"type":25,"attrs":319,"content":320},{"textAlign":22},[321],{"text":322,"type":30,"marks":323},"Online trading",[324],{"type":145,"attrs":325},{"color":275},{"type":35,"content":327},[328],{"type":25,"attrs":329,"content":330},{"textAlign":22},[331],{"text":332,"type":30,"marks":333},"Long-term care planning",[334],{"type":145,"attrs":335},{"color":275},{"type":35,"content":337},[338],{"type":25,"attrs":339,"content":340},{"textAlign":22},[341],{"text":342,"type":30,"marks":343},"Building savings",[344],{"type":145,"attrs":345},{"color":275},{"type":35,"content":347},[348],{"type":25,"attrs":349,"content":350},{"textAlign":22},[351],{"text":352,"type":30,"marks":353},"Charitable giving",[354],{"type":145,"attrs":355},{"color":275},"Financial service","company-summary-accordion",{"_uid":359,"text":360,"title":372,"component":357},"c4d21032-3318-447c-b8dc-f1a72f1f9b93",{"type":20,"content":361},[362,367],{"type":25,"attrs":363,"content":364},{"textAlign":22},[365],{"text":366,"type":30},"Fidelity Advisory Services gives you access to a team of advisors, available by phone or video, who will partner with you to help keep your investment strategy aligned with your goals through portfolio management, annual reviews, and tax-smart investing techniques. This requires a minimum investment of $50,000.",{"type":25,"attrs":368,"content":369},{"textAlign":22},[370],{"text":371,"type":30},"Fidelity also offers lower- and higher-cost options, providing a range of options for planning and investment advice, tailored to your asset level.","Investing strategy",{"_uid":374,"text":375,"title":419,"component":357},"deb525c3-6bf4-43ee-8f7c-5caa9932a169",{"type":20,"content":376},[377],{"type":32,"content":378},[379,389,399,409],{"type":35,"content":380},[381],{"type":25,"attrs":382,"content":383},{"textAlign":22},[384],{"text":385,"type":30,"marks":386},"Wide range of services",[387],{"type":145,"attrs":388},{"color":275},{"type":35,"content":390},[391],{"type":25,"attrs":392,"content":393},{"textAlign":22},[394],{"text":395,"type":30,"marks":396},"Beginner-friendly",[397],{"type":145,"attrs":398},{"color":275},{"type":35,"content":400},[401],{"type":25,"attrs":402,"content":403},{"textAlign":22},[404],{"text":405,"type":30,"marks":406},"Excellent mobile app ",[407],{"type":145,"attrs":408},{"color":275},{"type":35,"content":410},[411],{"type":25,"attrs":412,"content":413},{"textAlign":22},[414],{"text":415,"type":30,"marks":416},"A wide selection of research is provided  ",[417],{"type":145,"attrs":418},{"color":275},"Pros",{"_uid":421,"text":422,"title":432,"component":357},"b6141808-570f-4804-828b-abad86fdcb7a",{"type":20,"content":423},[424],{"type":32,"content":425},[426],{"type":35,"content":427},[428],{"type":25,"content":429},[430],{"text":431,"type":30},"Limited investment options ","Cons",{"_uid":434,"link":435,"title":436,"component":437},"9f6d36f5-6baa-4f10-9d98-8b5474466ca7","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Ffidelity-financial-advisor-review","Learn more about Fidelity financial advisor","company-summary-link",{"id":439,"alt":275,"name":275,"focus":275,"title":275,"source":275,"filename":440,"copyright":275,"fieldtype":441,"meta_data":442,"is_external_url":443},17295336,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F225x225\u002F12fb3338da\u002Ffidelity.jfif","asset",{},false,"Fidelity financial advisor","https:\u002F\u002Fv2.unbiased.com\u002Finquiry\u002Ffinancial-advisor\u002Fprimary-areas","Match with an advisor ","company-summary-box","white","Top choice for clients who need help navigating different financial circumstances, goals, and challenges. ","Not sure if Fidelity financial advisor suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":452,"component":453,"apply_margin_top":443,"apply_margin_bottom":443},"05dbd4e2-9af7-4920-afa9-6dce713e5e36","app-match-flow",{"_uid":455,"data":456,"component":184},"209d24b3-f64c-4440-b1ff-a656df85690d",{"type":20,"attrs":457,"content":458},{"backgroundColor":22},[459],{"type":119,"attrs":460,"content":461},{"level":121,"textAlign":22},[462,464],{"text":463,"type":30},"2. Fisher Investments",{"text":465,"type":30,"marks":466}," ",[467],{"type":145,"attrs":468},{"color":469},"rgb(33, 35, 35)",{"_uid":471,"data":472,"component":184},"0565d777-3f5c-4701-8d7e-00f667243bce",{"type":20,"content":473},[474,501,506],{"type":25,"attrs":475,"content":476},{"textAlign":22},[477,492,497],{"text":478,"type":30,"marks":479},"Fisher Investments",[480,489,491],{"type":132,"attrs":481},{"href":482,"uuid":483,"anchor":22,"target":136,"linktype":137,"story":484},"\u002Fdiscover\u002Ffinancial-advice\u002Ffisher-investments-financial-advisor","b3fcf95a-5f84-4623-88f0-d8f4eb326b42",{"name":485,"id":486,"uuid":483,"slug":487,"url":488,"full_slug":488,"_stopResolving":143},"Fisher Investments financial advisor",487104759,"fisher-investments-financial-advisor","discover\u002Ffinancial-advice\u002Ffisher-investments-financial-advisor",{"type":145,"attrs":490},{"color":147},{"type":44},{"text":149,"type":30,"marks":493},[494,496],{"type":145,"attrs":495},{"color":147},{"type":44},{"text":498,"type":30,"marks":499},"is a popular choice for investors seeking customized portfolio strategies managed by professionals.",[500],{"type":44},{"type":25,"attrs":502,"content":503},{"textAlign":22},[504],{"text":505,"type":30},"What you need to know about Fisher Investments:",{"type":32,"content":507},[508,515,522],{"type":35,"content":509},[510],{"type":25,"attrs":511,"content":512},{"textAlign":22},[513],{"text":514,"type":30},"Specializes in portfolio management and financial planning.",{"type":35,"content":516},[517],{"type":25,"attrs":518,"content":519},{"textAlign":22},[520],{"text":521,"type":30},"Clients are matched with an advisor who creates personalized portfolios tailored to their specific goals.",{"type":35,"content":523},[524],{"type":25,"attrs":525,"content":526},{"textAlign":22},[527],{"text":528,"type":30},"Charges an assets under management (AUM) fee, which varies by portfolio size",{"_uid":530,"body":531,"image":720,"title":478,"cta_link":445,"cta_text":446,"component":447,"background":448,"description":724,"cta_description":725},"e117bf6a-4880-4202-bd21-2696005f27c6",[532,588,716],{"_uid":533,"data":534,"component":254},"971c201f-c245-4905-ae1c-c203d6a1438c",{"type":20,"attrs":535,"content":536},{"backgroundColor":22},[537,544,549,556,561,568,573,580],{"type":25,"attrs":538,"content":539},{"textAlign":22},[540,543],{"text":195,"type":30,"marks":541},[542],{"type":44},{"text":149,"type":30},{"type":25,"attrs":545,"content":546},{"textAlign":22},[547],{"text":548,"type":30},"$441 billion",{"type":25,"attrs":550,"content":551},{"textAlign":22},[552,555],{"text":226,"type":30,"marks":553},[554],{"type":44},{"text":149,"type":30},{"type":25,"attrs":557,"content":558},{"textAlign":22},[559],{"text":560,"type":30},"1.00%-1.50%",{"type":25,"attrs":562,"content":563},{"textAlign":22},[564,567],{"text":64,"type":30,"marks":565},[566],{"type":44},{"text":149,"type":30},{"type":25,"attrs":569,"content":570},{"textAlign":22},[571],{"text":572,"type":30},"Fee-only",{"type":25,"attrs":574,"content":575},{"textAlign":22},[576],{"text":577,"type":30,"marks":578},"Minimum account sizes: ",[579],{"type":44},{"type":25,"attrs":581,"content":582},{"textAlign":22},[583],{"text":584,"type":30,"marks":585},"$1,000,000",[586],{"type":145,"attrs":587},{"color":238},{"_uid":589,"component":257,"accordions":590},"61ec1e7a-1dc4-4de6-858e-87478bac3bb3",[591,639,654,696],{"_uid":592,"text":593,"title":638,"component":357},"fbde133a-8480-4bf3-bccf-dedf6356fdf4",{"type":20,"content":594},[595],{"type":32,"content":596},[597,603,608,614,620,632],{"type":35,"content":598},[599],{"type":25,"content":600},[601],{"text":602,"type":30},"Portfolio management  ",{"type":35,"content":604},[605],{"type":25,"content":606},[607],{"text":292,"type":30},{"type":35,"content":609},[610],{"type":25,"content":611},[612],{"text":613,"type":30},"Financial planning  ",{"type":35,"content":615},[616],{"type":25,"content":617},[618],{"text":619,"type":30},"Retirement planning",{"type":35,"content":621},[622],{"type":25,"content":623},[624],{"text":625,"type":30,"marks":626},"Estate planning",[627],{"type":132,"attrs":628},{"href":629,"uuid":630,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Festate-planning-financial-advisor","5d75984c-fa87-4bf3-a62d-883082652844","url",{"type":35,"content":633},[634],{"type":25,"content":635},[636],{"text":637,"type":30},"Annuity evaluation ","Financial services",{"_uid":640,"text":641,"title":372,"component":357},"8d50d01d-a509-4489-88f2-1cac79de0ab3",{"type":20,"attrs":642,"content":643},{"backgroundColor":22},[644,649],{"type":25,"attrs":645,"content":646},{"textAlign":22},[647],{"text":648,"type":30},"Fisher provides personalized financial planning by listening to your needs, assessing your situation and working with you to develop an investment strategy that helps achieve your goals. ",{"type":25,"attrs":650,"content":651},{"textAlign":22},[652],{"text":653,"type":30},"Your advisor will ask questions about your goals and needs, expenses, health, family commitments, and other relevant factors to understand what you want your money to accomplish and tailor your portfolio accordingly.",{"_uid":655,"text":656,"title":419,"component":357},"f0089ca3-27bb-4684-b3d9-b2cc713f6ee8",{"type":20,"content":657},[658],{"type":32,"content":659},[660,667,678,689],{"type":35,"content":661},[662],{"type":25,"attrs":663,"content":664},{"textAlign":22},[665],{"text":666,"type":30},"An Investment Policy Committee with over 150 combined years of industry experience",{"type":35,"content":668},[669],{"type":25,"attrs":670,"content":671},{"textAlign":22},[672,674],{"text":673,"type":30},"Personally curated portfolios",{"text":465,"type":30,"marks":675},[676],{"type":145,"attrs":677},{"color":275},{"type":35,"content":679},[680],{"type":25,"attrs":681,"content":682},{"textAlign":22},[683,685],{"text":684,"type":30},"Ongoing support from advisors",{"text":465,"type":30,"marks":686},[687],{"type":145,"attrs":688},{"color":275},{"type":35,"content":690},[691],{"type":25,"attrs":692,"content":693},{"textAlign":22},[694],{"text":695,"type":30},"Fiduciary financial advisors",{"_uid":697,"text":698,"title":432,"component":357},"5dd65e98-fbe9-4938-bce4-340b7cf9a057",{"type":20,"content":699},[700],{"type":32,"content":701},[702,709],{"type":35,"content":703},[704],{"type":25,"attrs":705,"content":706},{"textAlign":22},[707],{"text":708,"type":30},"Minimum portfolio requirement of $1,000,000 ",{"type":35,"content":710},[711],{"type":25,"attrs":712,"content":713},{"textAlign":22},[714],{"text":715,"type":30},"No brokerage platform  ",{"_uid":717,"link":718,"title":719,"component":437},"182a4a20-4010-4a0d-bcb9-316f48713605","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Ffisher-investments-financial-advisor","Learn more about Fisher Investments",{"id":721,"alt":275,"name":275,"focus":275,"title":275,"source":275,"filename":722,"copyright":275,"fieldtype":441,"meta_data":723,"is_external_url":443},17301397,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F200x200\u002Fb69233e6ac\u002Ffisher-investments.jfif",{},"One of the best financial advisory firms for customized portfolio strategies.","Not sure if Fisher Investments suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":727,"data":728,"component":184},"6d32cef9-3c9b-4f11-9e91-a0e2e805001c",{"type":20,"content":729},[730],{"type":119,"attrs":731,"content":732},{"level":121,"textAlign":22},[733],{"text":734,"type":30},"3. Facet Wealth",{"_uid":736,"data":737,"component":184},"d0e793b1-ee6e-45d2-8e1f-14423d878e27",{"type":20,"content":738},[739,766,771],{"type":25,"attrs":740,"content":741},{"textAlign":22},[742,757,762],{"text":743,"type":30,"marks":744},"Facet Wealth",[745,754,756],{"type":132,"attrs":746},{"href":747,"uuid":748,"anchor":22,"target":136,"linktype":137,"story":749},"\u002Fdiscover\u002Ffinancial-advice\u002Ffacet-financial-advisor","a726927c-2c90-4eda-b88b-2d5dcc81309f",{"name":750,"id":751,"uuid":748,"slug":752,"url":753,"full_slug":753,"_stopResolving":143},"Facet financial advisor",487104758,"facet-financial-advisor","discover\u002Ffinancial-advice\u002Ffacet-financial-advisor",{"type":145,"attrs":755},{"color":147},{"type":44},{"text":149,"type":30,"marks":758},[759,761],{"type":145,"attrs":760},{"color":147},{"type":44},{"text":763,"type":30,"marks":764},"is a technology-driven financial planning firm that offers personalized, affordable advice for major financial decisions.",[765],{"type":44},{"type":25,"attrs":767,"content":768},{"textAlign":22},[769],{"text":770,"type":30},"What you need to know about Facet:",{"type":32,"content":772},[773,780,787,794],{"type":35,"content":774},[775],{"type":25,"attrs":776,"content":777},{"textAlign":22},[778],{"text":779,"type":30},"Provides comprehensive financial services, including financial planning, family and estate planning, equity compensation, and financial wellness.",{"type":35,"content":781},[782],{"type":25,"attrs":783,"content":784},{"textAlign":22},[785],{"text":786,"type":30},"Founded in 2016, it connects members with a dedicated CFP® professional supported by a team of experts.",{"type":35,"content":788},[789],{"type":25,"attrs":790,"content":791},{"textAlign":22},[792],{"text":793,"type":30},"Charges a flat annual fee ranging from $2,600 to $8,700, based on your chosen membership.",{"type":35,"content":795},[796],{"type":25,"attrs":797,"content":798},{"textAlign":22},[799],{"text":800,"type":30},"There is no minimum balance requirement; managed portfolios require a minimum deposit of $500.",{"_uid":802,"body":803,"image":1046,"title":743,"cta_link":445,"cta_text":446,"component":447,"background":448,"description":1050,"cta_description":1051},"92d14a2d-9f4b-43e8-9d17-d0ee3816bcde",[804,856,1042],{"_uid":805,"data":806,"component":254},"d912b03a-2766-46bc-b24a-4ff2e04355f7",{"type":20,"content":807},[808,814,824,830,835,841,845,851],{"type":25,"attrs":809,"content":810},{"textAlign":22},[811],{"text":195,"type":30,"marks":812},[813],{"type":44},{"type":25,"attrs":815,"content":816},{"textAlign":22},[817,819],{"text":818,"type":30},"$",{"text":820,"type":30,"marks":821},"4.7 billion",[822],{"type":145,"attrs":823},{"color":275},{"type":25,"attrs":825,"content":826},{"textAlign":22},[827],{"text":226,"type":30,"marks":828},[829],{"type":44},{"type":25,"attrs":831,"content":832},{"textAlign":22},[833],{"text":834,"type":30},"$2,600-$8,700",{"type":25,"attrs":836,"content":837},{"textAlign":22},[838],{"text":64,"type":30,"marks":839},[840],{"type":44},{"type":25,"attrs":842,"content":843},{"textAlign":22},[844],{"text":572,"type":30},{"type":25,"attrs":846,"content":847},{"textAlign":22},[848],{"text":242,"type":30,"marks":849},[850],{"type":44},{"type":25,"attrs":852,"content":853},{"textAlign":22},[854],{"text":855,"type":30},"No minimum",{"_uid":857,"component":257,"accordions":858},"70330360-92e0-4255-959f-008327b05264",[859,953,967,1023],{"_uid":860,"text":861,"title":638,"component":357},"ae26d8fd-ed02-4d35-98fa-81b83e2a4ded",{"type":20,"content":862},[863],{"type":32,"content":864},[865,874,884,894,904,914,924,934,943],{"type":35,"content":866},[867],{"type":25,"attrs":868,"content":869},{"textAlign":22},[870],{"text":625,"type":30,"marks":871},[872],{"type":145,"attrs":873},{"color":275},{"type":35,"content":875},[876],{"type":25,"attrs":877,"content":878},{"textAlign":22},[879],{"text":880,"type":30,"marks":881},"Holistic financial planning ",[882],{"type":145,"attrs":883},{"color":275},{"type":35,"content":885},[886],{"type":25,"attrs":887,"content":888},{"textAlign":22},[889],{"text":890,"type":30,"marks":891},"Investment management",[892],{"type":145,"attrs":893},{"color":275},{"type":35,"content":895},[896],{"type":25,"attrs":897,"content":898},{"textAlign":22},[899],{"text":900,"type":30,"marks":901},"Insurance planning",[902],{"type":145,"attrs":903},{"color":275},{"type":35,"content":905},[906],{"type":25,"attrs":907,"content":908},{"textAlign":22},[909],{"text":910,"type":30,"marks":911},"Tax planning",[912],{"type":145,"attrs":913},{"color":275},{"type":35,"content":915},[916],{"type":25,"attrs":917,"content":918},{"textAlign":22},[919],{"text":920,"type":30,"marks":921},"Tax filing",[922],{"type":145,"attrs":923},{"color":275},{"type":35,"content":925},[926],{"type":25,"attrs":927,"content":928},{"textAlign":22},[929],{"text":930,"type":30,"marks":931},"Savings and debt management",[932],{"type":145,"attrs":933},{"color":275},{"type":35,"content":935},[936],{"type":25,"attrs":937,"content":938},{"textAlign":22},[939],{"text":619,"type":30,"marks":940},[941],{"type":145,"attrs":942},{"color":275},{"type":35,"content":944},[945],{"type":25,"attrs":946,"content":947},{"textAlign":22},[948],{"text":949,"type":30,"marks":950},"Education planning",[951],{"type":145,"attrs":952},{"color":275},{"_uid":954,"text":955,"title":372,"component":357},"502d2286-77e6-4869-85be-8aff60c16e53",{"type":20,"content":956},[957,962],{"type":25,"attrs":958,"content":959},{"textAlign":22},[960],{"text":961,"type":30},"Facet Wealth offers three distinct membership options – Core, Plus, and Complete – each providing varying levels of advice and guidance.",{"type":25,"attrs":963,"content":964},{"textAlign":22},[965],{"text":966,"type":30},"Included in every membership is virtual access to a CFP® professional, who will work with you to create a personalised financial roadmap to help you achieve your goals. You also receive step-by-step guidance to keep you on track, along with regular check-ins.",{"_uid":968,"text":969,"title":419,"component":357},"6daa60ba-acbd-4d68-ad24-6c2b82eb4fc1",{"type":20,"attrs":970,"content":971},{"backgroundColor":22},[972],{"type":32,"content":973},[974,993,1003,1013],{"type":35,"content":975},[976],{"type":25,"attrs":977,"content":978},{"textAlign":22},[979,991],{"text":980,"type":30,"marks":981},"Fiduciary",[982],{"type":132,"attrs":983},{"href":984,"uuid":985,"anchor":22,"target":136,"linktype":137,"story":986},"\u002Fdiscover\u002Ffinancial-advice\u002Ffiduciary-vs-financial-advisor","0f05f853-c65f-4998-9a56-d1d52d639750",{"name":987,"id":988,"uuid":985,"slug":989,"url":990,"full_slug":990,"_stopResolving":143},"Fiduciary vs financial advisor",510866140,"fiduciary-vs-financial-advisor","discover\u002Ffinancial-advice\u002Ffiduciary-vs-financial-advisor",{"text":992,"type":30}," financial advisors  ",{"type":35,"content":994},[995],{"type":25,"attrs":996,"content":997},{"textAlign":22},[998],{"text":999,"type":30,"marks":1000},"Broad-scope short and long-term investing options  ",[1001],{"type":145,"attrs":1002},{"color":275},{"type":35,"content":1004},[1005],{"type":25,"attrs":1006,"content":1007},{"textAlign":22},[1008],{"text":1009,"type":30,"marks":1010},"Different levels of support depending on your needs",[1011],{"type":145,"attrs":1012},{"color":275},{"type":35,"content":1014},[1015],{"type":25,"attrs":1016,"content":1017},{"textAlign":22},[1018],{"text":1019,"type":30,"marks":1020},"No minimum investments required  ",[1021],{"type":145,"attrs":1022},{"color":275},{"_uid":1024,"text":1025,"title":432,"component":357},"ce9e04ec-0cce-4fa2-9398-b0d1c9c01bdf",{"type":20,"content":1026},[1027,1041],{"type":32,"content":1028},[1029,1035],{"type":35,"content":1030},[1031],{"type":25,"content":1032},[1033],{"text":1034,"type":30},"Fees are expensive for smaller portfolios  ",{"type":35,"content":1036},[1037],{"type":25,"content":1038},[1039],{"text":1040,"type":30},"In-person meetings are not available ",{"type":25},{"_uid":1043,"link":1044,"title":1045,"component":437},"5d18272a-0229-4bba-b272-df96df1d73cc","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Ffacet-financial-advisor","Learn more about Facet Wealth",{"id":1047,"alt":275,"name":275,"focus":275,"title":275,"source":275,"filename":1048,"copyright":275,"fieldtype":441,"meta_data":1049,"is_external_url":443},17308063,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F273x273\u002F2657d6b44c\u002Ffacet.jpg",{},"Tech-driven financial planning firm offering personalized, affordable advice for major financial decisions.","Not sure if Facet Wealth suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1053,"data":1054,"component":184},"ce25dced-21a3-44c3-ad4a-18817c151d52",{"type":20,"content":1055},[1056],{"type":119,"attrs":1057,"content":1058},{"level":121,"textAlign":22},[1059],{"text":1060,"type":30},"4. Vanguard Personal Advisor",{"_uid":1062,"data":1063,"component":184},"ae7b84a4-3fde-49a7-a405-f29e57d381a0",{"type":20,"content":1064},[1065,1079,1084],{"type":25,"attrs":1066,"content":1067},{"textAlign":22},[1068,1075],{"text":1069,"type":30,"marks":1070},"Vanguard Personal Advisor Services",[1071,1074],{"type":132,"attrs":1072},{"href":1073,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Finvestor.vanguard.com\u002Fadvice\u002Fpersonal-hybrid-robo-advisor",{"type":44},{"text":1076,"type":30,"marks":1077}," is a hybrid model that combines automated portfolio management with guidance from real financial advisors.",[1078],{"type":44},{"type":25,"attrs":1080,"content":1081},{"textAlign":22},[1082],{"text":1083,"type":30},"What you need to know about Vanguard:",{"type":32,"content":1085},[1086,1093,1100],{"type":35,"content":1087},[1088],{"type":25,"attrs":1089,"content":1090},{"textAlign":22},[1091],{"text":1092,"type":30},"Provides automated investing personalized to your goals and access to an advisor for the times when you need clarity and direction.",{"type":35,"content":1094},[1095],{"type":25,"attrs":1096,"content":1097},{"textAlign":22},[1098],{"text":1099,"type":30},"Vanguard Personal Advisor commits to taking a holistic approach to building a healthy financial future.",{"type":35,"content":1101},[1102],{"type":25,"attrs":1103,"content":1104},{"textAlign":22},[1105,1110],{"text":1106,"type":30,"marks":1107},"I",[1108],{"type":145,"attrs":1109},{"color":275},{"text":1111,"type":30},"t offers a 90-day trial period, where you can try the service with no advisory fees.",{"_uid":1113,"body":1114,"image":1321,"title":1325,"cta_link":445,"cta_text":446,"component":447,"background":448,"description":1326,"cta_description":1327},"4a34036e-fc4f-46df-9d1d-8adf0480c636",[1115,1164,1317],{"_uid":1116,"data":1117,"component":254},"fd5775ea-203d-4188-92b1-7105073e8dc7",{"type":20,"attrs":1118,"content":1119},{"backgroundColor":22},[1120,1126,1131,1137,1142,1148,1153,1159],{"type":25,"attrs":1121,"content":1122},{"textAlign":22},[1123],{"text":195,"type":30,"marks":1124},[1125],{"type":44},{"type":25,"attrs":1127,"content":1128},{"textAlign":22},[1129],{"text":1130,"type":30},"$7.2 trillion",{"type":25,"attrs":1132,"content":1133},{"textAlign":22},[1134],{"text":226,"type":30,"marks":1135},[1136],{"type":44},{"type":25,"attrs":1138,"content":1139},{"textAlign":22},[1140],{"text":1141,"type":30},"0.35%-0.40% (gross fee)  and 0.30%–0.31% for an all-index portfolio.",{"type":25,"attrs":1143,"content":1144},{"textAlign":22},[1145],{"text":64,"type":30,"marks":1146},[1147],{"type":44},{"type":25,"attrs":1149,"content":1150},{"textAlign":22},[1151],{"text":1152,"type":30},"Fee-based and fee-only",{"type":25,"attrs":1154,"content":1155},{"textAlign":22},[1156],{"text":242,"type":30,"marks":1157},[1158],{"type":44},{"type":25,"attrs":1160,"content":1161},{"textAlign":22},[1162],{"text":1163,"type":30},"$50,000 (for a personal advisor)",{"_uid":1165,"component":257,"accordions":1166},"8b4c4323-6e7a-4de1-943b-764d9a3f6510",[1167,1231,1245,1291],{"_uid":1168,"text":1169,"title":638,"component":357},"b7aeb29b-fa93-42b8-b8b9-922abfe2b5ce",{"type":20,"content":1170},[1171],{"type":32,"content":1172},[1173,1182,1192,1201,1211,1221],{"type":35,"content":1174},[1175],{"type":25,"attrs":1176,"content":1177},{"textAlign":22},[1178],{"text":312,"type":30,"marks":1179},[1180],{"type":145,"attrs":1181},{"color":275},{"type":35,"content":1183},[1184],{"type":25,"attrs":1185,"content":1186},{"textAlign":22},[1187],{"text":1188,"type":30,"marks":1189},"Wealth management  ",[1190],{"type":145,"attrs":1191},{"color":275},{"type":35,"content":1193},[1194],{"type":25,"attrs":1195,"content":1196},{"textAlign":22},[1197],{"text":619,"type":30,"marks":1198},[1199],{"type":145,"attrs":1200},{"color":275},{"type":35,"content":1202},[1203],{"type":25,"attrs":1204,"content":1205},{"textAlign":22},[1206],{"text":1207,"type":30,"marks":1208},"Investment services",[1209],{"type":145,"attrs":1210},{"color":275},{"type":35,"content":1212},[1213],{"type":25,"attrs":1214,"content":1215},{"textAlign":22},[1216],{"text":1217,"type":30,"marks":1218},"Inheritance planning",[1219],{"type":145,"attrs":1220},{"color":275},{"type":35,"content":1222},[1223],{"type":25,"attrs":1224,"content":1225},{"textAlign":22},[1226],{"text":1227,"type":30,"marks":1228},"Saving for college",[1229],{"type":145,"attrs":1230},{"color":275},{"_uid":1232,"text":1233,"title":372,"component":357},"03e4d848-ae63-4c77-b060-0d1947eb2ac5",{"type":20,"content":1234},[1235,1240],{"type":25,"attrs":1236,"content":1237},{"textAlign":22},[1238],{"text":1239,"type":30},"Vanguard Personal Advisor used a mix of automated investing and access to an advisor to help you reach your financial goals.",{"type":25,"attrs":1241,"content":1242},{"textAlign":22},[1243],{"text":1244,"type":30},"Personal Advisor's advanced technology breaks down your investing goals and maps your progress for you. Access to an advisor provides you with the guidance you need to prioritize funding your goals.",{"_uid":1246,"text":1247,"title":419,"component":357},"a36d4bd7-78c6-4860-8370-0c1fd3d5acc7",{"type":20,"content":1248},[1249],{"type":32,"content":1250},[1251,1261,1271,1281],{"type":35,"content":1252},[1253],{"type":25,"attrs":1254,"content":1255},{"textAlign":22},[1256],{"text":1257,"type":30,"marks":1258},"The platform is built on Vanguard’s wealth of experience and expert insights",[1259],{"type":145,"attrs":1260},{"color":275},{"type":35,"content":1262},[1263],{"type":25,"attrs":1264,"content":1265},{"textAlign":22},[1266],{"text":1267,"type":30,"marks":1268},"Great educational resources",[1269],{"type":145,"attrs":1270},{"color":275},{"type":35,"content":1272},[1273],{"type":25,"attrs":1274,"content":1275},{"textAlign":22},[1276],{"text":1277,"type":30,"marks":1278},"Access to a human advisor",[1279],{"type":145,"attrs":1280},{"color":275},{"type":35,"content":1282},[1283],{"type":25,"attrs":1284,"content":1285},{"textAlign":22},[1286],{"text":1287,"type":30,"marks":1288},"Low-cost option",[1289],{"type":145,"attrs":1290},{"color":275},{"_uid":1292,"text":1293,"title":432,"component":357},"f6ba7e4b-7cfe-4006-bcaf-8d2a5739255f",{"type":20,"content":1294},[1295],{"type":32,"content":1296},[1297,1307],{"type":35,"content":1298},[1299],{"type":25,"attrs":1300,"content":1301},{"textAlign":22},[1302],{"text":1303,"type":30,"marks":1304},"No in-person meetings",[1305],{"type":145,"attrs":1306},{"color":275},{"type":35,"content":1308},[1309],{"type":25,"attrs":1310,"content":1311},{"textAlign":22},[1312],{"text":1313,"type":30,"marks":1314},"Basic research tools available ",[1315],{"type":145,"attrs":1316},{"color":275},{"_uid":1318,"link":1319,"title":1320,"component":437},"c6c54fe3-22d9-4a0d-9675-d84ffbce8105","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fvanguard-financial-advisor","Learn more about Vanguard Personal Advisor",{"id":1322,"alt":275,"name":275,"focus":275,"title":275,"source":275,"filename":1323,"copyright":275,"fieldtype":441,"meta_data":1324,"is_external_url":443},17308041,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F225x225\u002Ff1b6b8880a\u002Fvanguard.png",{},"Vanguard Personal Advisor","Automated investment management with the support of an advisor when required.","Not sure if Vanguard Personal Advisor suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1329,"data":1330,"component":184},"6b562bbe-37e0-491e-83a3-b4e4adbb1d5a",{"type":20,"content":1331},[1332],{"type":119,"attrs":1333,"content":1334},{"level":121,"textAlign":22},[1335],{"text":1336,"type":30},"5. Mercer Advisors",{"_uid":1338,"data":1339,"component":184},"26b4336f-6d1c-4379-9ba1-9a22ffabd70b",{"type":20,"content":1340},[1341,1363,1371],{"type":25,"attrs":1342,"content":1343},{"textAlign":22},[1344,1358],{"text":1345,"type":30,"marks":1346},"Mercer Advisors",[1347,1356],{"type":132,"attrs":1348},{"href":1349,"uuid":1350,"anchor":22,"target":136,"linktype":137,"story":1351},"\u002Fdiscover\u002Ffinancial-advice\u002Fmercer-advisors-review","445d6d6d-75d8-4592-ad7b-1b74f2dad610",{"name":1352,"id":1353,"uuid":1350,"slug":1354,"url":1355,"full_slug":1355,"_stopResolving":143},"Mercer Advisors review",91822631352241,"mercer-advisors-review","discover\u002Ffinancial-advice\u002Fmercer-advisors-review",{"type":145,"attrs":1357},{"color":147},{"text":1359,"type":30,"marks":1360}," is a top private wealth management firm recognized for its thorough and professional personal financial advice.",[1361],{"type":145,"attrs":1362},{"color":147},{"type":25,"attrs":1364,"content":1365},{"textAlign":22},[1366],{"text":1367,"type":30,"marks":1368},"What you need to know about Mercer:",[1369],{"type":145,"attrs":1370},{"color":147},{"type":32,"content":1372},[1373,1396,1425],{"type":35,"content":1374},[1375],{"type":25,"attrs":1376,"content":1377},{"textAlign":22},[1378,1391],{"text":572,"type":30,"marks":1379},[1380,1389],{"type":132,"attrs":1381},{"href":1382,"uuid":1383,"anchor":22,"target":136,"linktype":137,"story":1384},"\u002Fdiscover\u002Ffinancial-advice\u002Ffee-only-financial-advisor","c0373f2b-bfb2-49a6-9cad-862892ba7195",{"name":1385,"id":1386,"uuid":1383,"slug":1387,"url":1388,"full_slug":1388,"_stopResolving":143},"Fee only financial advisor",421857245,"fee-only-financial-advisor","discover\u002Ffinancial-advice\u002Ffee-only-financial-advisor",{"type":145,"attrs":1390},{"color":147},{"text":1392,"type":30,"marks":1393}," advisor with over 400 financial advisors across the US, managing tens of billions in client AUM.",[1394],{"type":145,"attrs":1395},{"color":147},{"type":35,"content":1397},[1398],{"type":25,"attrs":1399,"content":1400},{"textAlign":22},[1401,1406,1420],{"text":1402,"type":30,"marks":1403},"Services include ",[1404],{"type":145,"attrs":1405},{"color":147},{"text":1407,"type":30,"marks":1408},"financial planning",[1409,1418],{"type":132,"attrs":1410},{"href":1411,"uuid":1412,"anchor":22,"target":136,"linktype":137,"story":1413},"\u002Fdiscover\u002Fbanking\u002Ffinancial-planning-pyramid","b1828cb6-f83e-46c5-86f2-a01b35e61c21",{"name":1414,"id":1415,"uuid":1412,"slug":1416,"url":1417,"full_slug":1417,"_stopResolving":143},"Financial Planning Pyramid ",397176965,"financial-planning-pyramid","discover\u002Fbanking\u002Ffinancial-planning-pyramid",{"type":145,"attrs":1419},{"color":147},{"text":1421,"type":30,"marks":1422},", portfolio management, retirement planning, and tax preparation.",[1423],{"type":145,"attrs":1424},{"color":147},{"type":35,"content":1426},[1427],{"type":25,"attrs":1428,"content":1429},{"textAlign":22},[1430],{"text":1431,"type":30,"marks":1432},"Fees are determined by individual client circumstances, with investment management charges based on strategies and total AUM.",[1433],{"type":145,"attrs":1434},{"color":147},{"_uid":1436,"body":1437,"image":1632,"title":1345,"cta_link":445,"cta_text":446,"component":447,"background":448,"description":1636,"cta_description":1637},"de601f8e-6d65-46f4-b245-906d89670d6d",[1438,1485,1628],{"_uid":1439,"data":1440,"component":254},"877a68fb-3020-4f3d-a53b-8d0bbae802b6",{"type":20,"content":1441},[1442,1448,1453,1459,1464,1470,1474,1480],{"type":25,"attrs":1443,"content":1444},{"textAlign":22},[1445],{"text":195,"type":30,"marks":1446},[1447],{"type":44},{"type":25,"attrs":1449,"content":1450},{"textAlign":22},[1451],{"text":1452,"type":30},"$83 billion",{"type":25,"attrs":1454,"content":1455},{"textAlign":22},[1456],{"text":226,"type":30,"marks":1457},[1458],{"type":44},{"type":25,"attrs":1460,"content":1461},{"textAlign":22},[1462],{"text":1463,"type":30},"0.50%-1.10%",{"type":25,"attrs":1465,"content":1466},{"textAlign":22},[1467],{"text":64,"type":30,"marks":1468},[1469],{"type":44},{"type":25,"attrs":1471,"content":1472},{"textAlign":22},[1473],{"text":572,"type":30},{"type":25,"attrs":1475,"content":1476},{"textAlign":22},[1477],{"text":242,"type":30,"marks":1478},[1479],{"type":44},{"type":25,"attrs":1481,"content":1482},{"textAlign":22},[1483],{"text":1484,"type":30},"$800-$150,000",{"_uid":1486,"component":257,"accordions":1487},"f7d728f3-c2de-4b96-ad22-245a6a19391e",[1488,1532,1546,1602],{"_uid":1489,"text":1490,"title":638,"component":357},"f11d05e1-ba17-4363-be38-f302ad350354",{"type":20,"content":1491},[1492],{"type":32,"content":1493},[1494,1500,1505,1510,1515,1520,1526],{"type":35,"content":1495},[1496],{"type":25,"content":1497},[1498],{"text":1499,"type":30},"Financial planning ",{"type":35,"content":1501},[1502],{"type":25,"content":1503},[1504],{"text":890,"type":30},{"type":35,"content":1506},[1507],{"type":25,"content":1508},[1509],{"text":619,"type":30},{"type":35,"content":1511},[1512],{"type":25,"content":1513},[1514],{"text":625,"type":30},{"type":35,"content":1516},[1517],{"type":25,"content":1518},[1519],{"text":910,"type":30},{"type":35,"content":1521},[1522],{"type":25,"content":1523},[1524],{"text":1525,"type":30},"Insurance solutions",{"type":35,"content":1527},[1528],{"type":25,"content":1529},[1530],{"text":1531,"type":30},"Trustee services",{"_uid":1533,"text":1534,"title":372,"component":357},"5e976667-6a80-4e89-823f-17a24964bffd",{"type":20,"content":1535},[1536,1541],{"type":25,"attrs":1537,"content":1538},{"textAlign":22},[1539],{"text":1540,"type":30},"Mercer Advisors streamlines all elements of your financial planning, including tax, investments, insurance, and more, all managed by a single team.",{"type":25,"attrs":1542,"content":1543},{"textAlign":22},[1544],{"text":1545,"type":30},"A hand-picked financial advisor works with you to create an institutional-grade portfolio personalized to you and your goals. This is managed by a team of over 100 professionals, giving you access to a vast array of expert insights.",{"_uid":1547,"text":1548,"title":419,"component":357},"c99f58dc-ae7b-495b-b7d6-e95a1d0e4dd8",{"type":20,"content":1549},[1550],{"type":32,"content":1551},[1552,1562,1572,1582,1592],{"type":35,"content":1553},[1554],{"type":25,"attrs":1555,"content":1556},{"textAlign":22},[1557],{"text":1558,"type":30,"marks":1559},"Personalized investment strategies  ",[1560],{"type":145,"attrs":1561},{"color":275},{"type":35,"content":1563},[1564],{"type":25,"attrs":1565,"content":1566},{"textAlign":22},[1567],{"text":1568,"type":30,"marks":1569},"Dedicated financial advisor",[1570],{"type":145,"attrs":1571},{"color":275},{"type":35,"content":1573},[1574],{"type":25,"attrs":1575,"content":1576},{"textAlign":22},[1577],{"text":1578,"type":30,"marks":1579},"Familiar brand  ",[1580],{"type":145,"attrs":1581},{"color":275},{"type":35,"content":1583},[1584],{"type":25,"attrs":1585,"content":1586},{"textAlign":22},[1587],{"text":1588,"type":30,"marks":1589},"Fiduciary advisors",[1590],{"type":145,"attrs":1591},{"color":275},{"type":35,"content":1593},[1594],{"type":25,"attrs":1595,"content":1596},{"textAlign":22},[1597],{"text":1598,"type":30,"marks":1599},"Nationwide offices",[1600],{"type":145,"attrs":1601},{"color":275},{"_uid":1603,"text":1604,"title":432,"component":357},"c62ce50e-b3f1-4fcf-9399-227fa890f587",{"type":20,"content":1605},[1606],{"type":32,"content":1607},[1608,1618],{"type":35,"content":1609},[1610],{"type":25,"attrs":1611,"content":1612},{"textAlign":22},[1613],{"text":1614,"type":30,"marks":1615},"Some products are sold on a commission basis",[1616],{"type":145,"attrs":1617},{"color":275},{"type":35,"content":1619},[1620],{"type":25,"attrs":1621,"content":1622},{"textAlign":22},[1623],{"text":1624,"type":30,"marks":1625},"High barrier to entry",[1626],{"type":145,"attrs":1627},{"color":275},{"_uid":1629,"link":1630,"title":1631,"component":437},"5b8a9389-d69c-42fa-b40b-65bd5d7d1e79","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fmercer-financial-advisor","Learn more about Mercer Advisors",{"id":1633,"alt":275,"name":275,"focus":275,"title":275,"source":275,"filename":1634,"copyright":275,"fieldtype":441,"meta_data":1635,"is_external_url":443},91132718213085,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F225x225\u002Ffe1340af8e\u002Fmercer-advisors.jfif",{},"Top private wealth management firm known for its thorough and professional financial advice.","Not sure if Mercer Advisors suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1639,"data":1640,"component":184},"b55d809b-23bf-4f73-a65c-98695de63727",{"type":20,"content":1641},[1642],{"type":119,"attrs":1643,"content":1644},{"level":121,"textAlign":22},[1645],{"text":1646,"type":30},"6. Edward Jones financial advisor",{"_uid":1648,"data":1649,"component":184},"05447c7b-f72d-40db-84c6-3f8cd02c460a",{"type":20,"attrs":1650,"content":1651},{"backgroundColor":22},[1652,1676,1684],{"type":25,"attrs":1653,"content":1654},{"textAlign":22},[1655,1670],{"text":1656,"type":30,"marks":1657},"Edward Jones",[1658,1667,1669],{"type":132,"attrs":1659},{"href":1660,"uuid":1661,"anchor":22,"target":136,"linktype":137,"story":1662},"\u002Fdiscover\u002Ffinancial-advice\u002Fedward-jones-financial-advisor","4bb62369-a238-4558-9fdc-337f76951416",{"name":1663,"id":1664,"uuid":1661,"slug":1665,"url":1666,"full_slug":1666,"_stopResolving":143},"Edward jones financial advisor",421857023,"edward-jones-financial-advisor","discover\u002Ffinancial-advice\u002Fedward-jones-financial-advisor",{"type":145,"attrs":1668},{"color":147},{"type":44},{"text":1671,"type":30,"marks":1672}," is a well-established financial services firm in the US, known for its independent investment advice and strong client relationships.",[1673,1675],{"type":145,"attrs":1674},{"color":147},{"type":44},{"type":25,"attrs":1677,"content":1678},{"textAlign":22},[1679],{"text":1680,"type":30,"marks":1681},"What you need to know about Edward Jones:",[1682],{"type":145,"attrs":1683},{"color":147},{"type":32,"content":1685},[1686,1696,1706],{"type":35,"content":1687},[1688],{"type":25,"attrs":1689,"content":1690},{"textAlign":22},[1691],{"text":1692,"type":30,"marks":1693},"Nearly 20,000 financial advisors serving over 9 million clients in the US and Canada, managing $2.2 trillion in client assets.",[1694],{"type":145,"attrs":1695},{"color":147},{"type":35,"content":1697},[1698],{"type":25,"attrs":1699,"content":1700},{"textAlign":22},[1701],{"text":1702,"type":30,"marks":1703},"Fees are based on individual client circumstances, with rates decreasing as account values grow.",[1704],{"type":145,"attrs":1705},{"color":147},{"type":35,"content":1707},[1708],{"type":25,"attrs":1709,"content":1710},{"textAlign":22},[1711],{"text":1712,"type":30,"marks":1713},"Prioritizes forming strong, personalized client relationships with skilled professionals, ensuring client focus and care.",[1714],{"type":145,"attrs":1715},{"color":147},{"_uid":1717,"body":1718,"image":1890,"title":1894,"cta_link":445,"cta_text":446,"component":447,"background":448,"description":1895,"cta_description":1896},"46611675-0407-437d-bf83-b50269977321",[1719,1767,1886],{"_uid":1720,"data":1721,"component":254},"7b0528e0-dcdc-4db2-8ea4-35836d732063",{"type":20,"content":1722},[1723,1729,1734,1740,1745,1751,1756,1762],{"type":25,"attrs":1724,"content":1725},{"textAlign":22},[1726],{"text":195,"type":30,"marks":1727},[1728],{"type":44},{"type":25,"attrs":1730,"content":1731},{"textAlign":22},[1732],{"text":1733,"type":30},"$2.2 trillion",{"type":25,"attrs":1735,"content":1736},{"textAlign":22},[1737],{"text":226,"type":30,"marks":1738},[1739],{"type":44},{"type":25,"attrs":1741,"content":1742},{"textAlign":22},[1743],{"text":1744,"type":30},"0.05%-1.35%",{"type":25,"attrs":1746,"content":1747},{"textAlign":22},[1748],{"text":64,"type":30,"marks":1749},[1750],{"type":44},{"type":25,"attrs":1752,"content":1753},{"textAlign":22},[1754],{"text":1755,"type":30},"Fee-based",{"type":25,"attrs":1757,"content":1758},{"textAlign":22},[1759],{"text":242,"type":30,"marks":1760},[1761],{"type":44},{"type":25,"attrs":1763,"content":1764},{"textAlign":22},[1765],{"text":1766,"type":30},"$0-$25,000",{"_uid":1768,"component":257,"accordions":1769},"7bd685ec-a2d0-44df-b708-d9899c7bfcdb",[1770,1822,1844,1868],{"_uid":1771,"text":1772,"title":638,"component":357},"4683afd6-90d7-4fcf-88c9-4db64c542423",{"type":20,"content":1773},[1774],{"type":32,"content":1775},[1776,1785,1794,1804,1813],{"type":35,"content":1777},[1778],{"type":25,"attrs":1779,"content":1780},{"textAlign":22},[1781],{"text":1499,"type":30,"marks":1782},[1783],{"type":145,"attrs":1784},{"color":275},{"type":35,"content":1786},[1787],{"type":25,"attrs":1788,"content":1789},{"textAlign":22},[1790],{"text":619,"type":30,"marks":1791},[1792],{"type":145,"attrs":1793},{"color":275},{"type":35,"content":1795},[1796],{"type":25,"attrs":1797,"content":1798},{"textAlign":22},[1799],{"text":1800,"type":30,"marks":1801},"Investing",[1802],{"type":145,"attrs":1803},{"color":275},{"type":35,"content":1805},[1806],{"type":25,"attrs":1807,"content":1808},{"textAlign":22},[1809],{"text":910,"type":30,"marks":1810},[1811],{"type":145,"attrs":1812},{"color":275},{"type":35,"content":1814},[1815],{"type":25,"attrs":1816,"content":1817},{"textAlign":22},[1818],{"text":352,"type":30,"marks":1819},[1820],{"type":145,"attrs":1821},{"color":275},{"_uid":1823,"text":1824,"title":372,"component":357},"94e1156b-cbf0-49fc-9c43-9301acbda1c4",{"type":20,"content":1825},[1826,1831],{"type":25,"attrs":1827,"content":1828},{"textAlign":22},[1829],{"text":1830,"type":30},"Edward Jones financial advisors develop personalized strategies that guide you toward your short- and long-term financial goals.",{"type":25,"attrs":1832,"content":1833},{"textAlign":22},[1834,1836,1842],{"text":1835,"type":30},"The team uses a ",{"text":1837,"type":30,"marks":1838},"5-step process",[1839],{"type":132,"attrs":1840},{"href":1841,"uuid":22,"anchor":22,"target":22,"linktype":631},"https:\u002F\u002Fwww.edwardjones.com\u002Fus-en\u002Fwhy-edward-jones\u002Finvesting-approach\u002Fset-your-path",{"text":1843,"type":30}," to make a tailored plan for your future, ensuring they maintain a long-term perspective, focus on quality, and manage risk through diversification.",{"_uid":1845,"text":1846,"title":419,"component":357},"9b0fea00-1b43-41bb-be95-533578299b10",{"type":20,"content":1847},[1848],{"type":32,"content":1849},[1850,1856,1862],{"type":35,"content":1851},[1852],{"type":25,"content":1853},[1854],{"text":1855,"type":30},"Excellent customer service ",{"type":35,"content":1857},[1858],{"type":25,"content":1859},[1860],{"text":1861,"type":30},"Simple layout and fee structure  ",{"type":35,"content":1863},[1864],{"type":25,"content":1865},[1866],{"text":1867,"type":30},"Relatively affordable rates  ",{"_uid":1869,"text":1870,"title":432,"component":357},"988868a8-2607-47fc-bc25-178b4422979b",{"type":20,"content":1871},[1872],{"type":32,"content":1873},[1874,1880],{"type":35,"content":1875},[1876],{"type":25,"content":1877},[1878],{"text":1879,"type":30},"Limited website functionality",{"type":35,"content":1881},[1882],{"type":25,"content":1883},[1884],{"text":1885,"type":30},"Limited specialties ",{"_uid":1887,"link":1888,"title":1889,"component":437},"1ca8c8a6-3ccc-49ac-abdd-478494a0d59d","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fedward-jones-financial-advisor","Learn more about Edward Jones financial advisor",{"id":1891,"alt":275,"name":275,"focus":275,"title":275,"source":275,"filename":1892,"copyright":275,"fieldtype":441,"meta_data":1893,"is_external_url":443},17308035,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F600x300\u002F158bfc7542\u002Fedward-jones.png",{},"Edward Jones financial advisor","Longstanding US financial firm, known for its reliable history and independent investment advice.","Not sure if Edward Jones financial advisor suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1898,"data":1899,"component":184},"a9309e04-7109-49ce-963f-9b20951071b2",{"type":20,"attrs":1900,"content":1901},{"backgroundColor":22},[1902,1914,1931,1936],{"type":119,"attrs":1903,"content":1904},{"level":121,"textAlign":22},[1905,1907],{"text":1906,"type":30},"7. ",{"text":1908,"type":30,"marks":1909},"Mariner Wealth Advisors",[1910,1913],{"type":145,"attrs":1911},{"color":1912},"#000000DE",{"type":44},{"type":25,"attrs":1915,"content":1916},{"textAlign":22},[1917,1929],{"text":1918,"type":30,"marks":1919},"Mariner",[1920],{"type":132,"attrs":1921},{"href":1922,"uuid":1923,"anchor":22,"target":136,"linktype":137,"story":1924},"\u002Fdiscover\u002Ffinancial-advice\u002Fmariner-wealth-advisors-review","c2a6e91c-e70d-4791-9a60-dc4f83aec78d",{"name":1925,"id":1926,"uuid":1923,"slug":1927,"url":1928,"full_slug":1928,"_stopResolving":143},"Mariner Wealth Advisors review",104894191918597,"mariner-wealth-advisors-review","discover\u002Ffinancial-advice\u002Fmariner-wealth-advisors-review",{"text":1930,"type":30}," Wealth Advisors is a fiduciary wealth management firm offering personalized advice to individuals, families, and businesses.",{"type":25,"attrs":1932,"content":1933},{"textAlign":22},[1934],{"text":1935,"type":30},"What you need to know about Mariner:",{"type":32,"content":1937},[1938,1945,1952],{"type":35,"content":1939},[1940],{"type":25,"attrs":1941,"content":1942},{"textAlign":22},[1943],{"text":1944,"type":30},"Offers investment management, financial, tax, and estate planning, insurance, and business advice.",{"type":35,"content":1946},[1947],{"type":25,"attrs":1948,"content":1949},{"textAlign":22},[1950],{"text":1951,"type":30},"As an SEC-registered investment advisor, Mariner has a fiduciary duty to its clients.",{"type":35,"content":1953},[1954],{"type":25,"attrs":1955,"content":1956},{"textAlign":22},[1957],{"text":1958,"type":30},"With a $100,000 minimum and AUM-based fees, Mariner best suits investors with established portfolios and complex planning needs.",{"_uid":1960,"body":1961,"image":2172,"title":1908,"cta_link":445,"cta_text":446,"component":447,"background":448,"description":2176,"cta_description":2177},"b4855837-ed69-4b7a-8e74-c6cb156032cf",[1962,2012,2168],{"_uid":1963,"data":1964,"component":254},"569823cf-6c36-47b6-8392-ad364a310f3e",{"type":20,"attrs":1965,"content":1966},{"backgroundColor":22},[1967,1973,1978,1984,1989,1995,2000,2007],{"type":25,"attrs":1968,"content":1969},{"textAlign":22},[1970],{"text":195,"type":30,"marks":1971},[1972],{"type":44},{"type":25,"attrs":1974,"content":1975},{"textAlign":22},[1976],{"text":1977,"type":30},"$98 billion",{"type":25,"attrs":1979,"content":1980},{"textAlign":22},[1981],{"text":64,"type":30,"marks":1982},[1983],{"type":44},{"type":25,"attrs":1985,"content":1986},{"textAlign":22},[1987],{"text":1988,"type":30},"Primarily AUM-based",{"type":25,"attrs":1990,"content":1991},{"textAlign":22},[1992],{"text":226,"type":30,"marks":1993},[1994],{"type":44},{"type":25,"attrs":1996,"content":1997},{"textAlign":22},[1998],{"text":1999,"type":30},"0.60%–1.25% AUM",{"type":25,"attrs":2001,"content":2002},{"textAlign":22},[2003],{"text":2004,"type":30,"marks":2005},"Minimum account size:",[2006],{"type":44},{"type":25,"attrs":2008,"content":2009},{"textAlign":22},[2010],{"text":2011,"type":30},"$100,000",{"_uid":2013,"component":257,"accordions":2014},"69a12945-2d6e-4780-bb06-cae394bf9e9f",[2015,2063,2112,2147],{"_uid":2016,"text":2017,"title":638,"component":357},"6d522f26-ffc0-430c-bec1-8b76b6a9f5cb",{"type":20,"attrs":2018,"content":2019},{"backgroundColor":22},[2020],{"type":32,"content":2021},[2022,2029,2035,2042,2049,2056],{"type":35,"content":2023},[2024],{"type":25,"attrs":2025,"content":2026},{"textAlign":22},[2027],{"text":2028,"type":30},"Wealth and financial planning",{"type":35,"content":2030},[2031],{"type":25,"attrs":2032,"content":2033},{"textAlign":22},[2034],{"text":890,"type":30},{"type":35,"content":2036},[2037],{"type":25,"attrs":2038,"content":2039},{"textAlign":22},[2040],{"text":2041,"type":30},"Tax planning and preparation",{"type":35,"content":2043},[2044],{"type":25,"attrs":2045,"content":2046},{"textAlign":22},[2047],{"text":2048,"type":30},"Estate and trust services",{"type":35,"content":2050},[2051],{"type":25,"attrs":2052,"content":2053},{"textAlign":22},[2054],{"text":2055,"type":30},"Insurance and risk management",{"type":35,"content":2057},[2058],{"type":25,"attrs":2059,"content":2060},{"textAlign":22},[2061],{"text":2062,"type":30},"Retirement and business-owner planning",{"_uid":2064,"text":2065,"title":372,"component":357},"9aaf37bc-33da-44a6-9a26-55d9544d0179",{"type":20,"attrs":2066,"content":2067},{"backgroundColor":22},[2068],{"type":32,"content":2069},[2070,2077,2084,2091,2098,2105],{"type":35,"content":2071},[2072],{"type":25,"attrs":2073,"content":2074},{"textAlign":22},[2075],{"text":2076,"type":30},"Personalized, goal-based portfolios",{"type":35,"content":2078},[2079],{"type":25,"attrs":2080,"content":2081},{"textAlign":22},[2082],{"text":2083,"type":30},"Strategic asset allocation",{"type":35,"content":2085},[2086],{"type":25,"attrs":2087,"content":2088},{"textAlign":22},[2089],{"text":2090,"type":30},"Active and passive investments",{"type":35,"content":2092},[2093],{"type":25,"attrs":2094,"content":2095},{"textAlign":22},[2096],{"text":2097,"type":30},"Traditional and alternative investments",{"type":35,"content":2099},[2100],{"type":25,"attrs":2101,"content":2102},{"textAlign":22},[2103],{"text":2104,"type":30},"Tax-efficient portfolio management",{"type":35,"content":2106},[2107],{"type":25,"attrs":2108,"content":2109},{"textAlign":22},[2110],{"text":2111,"type":30},"Ongoing monitoring and rebalancing",{"_uid":2113,"text":2114,"title":419,"component":357},"0c0a0a63-ecca-422d-a61a-2630f36a5cd3",{"type":20,"attrs":2115,"content":2116},{"backgroundColor":22},[2117],{"type":32,"content":2118},[2119,2126,2133,2140],{"type":35,"content":2120},[2121],{"type":25,"attrs":2122,"content":2123},{"textAlign":22},[2124],{"text":2125,"type":30},"Comprehensive planning under one firm",{"type":35,"content":2127},[2128],{"type":25,"attrs":2129,"content":2130},{"textAlign":22},[2131],{"text":2132,"type":30},"Access to tax and estate specialists",{"type":35,"content":2134},[2135],{"type":25,"attrs":2136,"content":2137},{"textAlign":22},[2138],{"text":2139,"type":30},"Dedicated, advisor-led service",{"type":35,"content":2141},[2142],{"type":25,"attrs":2143,"content":2144},{"textAlign":22},[2145],{"text":2146,"type":30},"Support for complex personal and business needs",{"_uid":2148,"text":2149,"title":432,"component":357},"66c24cef-d1da-49d4-baab-df4eb72a1c0d",{"type":20,"attrs":2150,"content":2151},{"backgroundColor":22},[2152],{"type":32,"content":2153},[2154,2161],{"type":35,"content":2155},[2156],{"type":25,"attrs":2157,"content":2158},{"textAlign":22},[2159],{"text":2160,"type":30},"The $100,000 managed-account minimum may exclude smaller investors",{"type":35,"content":2162},[2163],{"type":25,"attrs":2164,"content":2165},{"textAlign":22},[2166],{"text":2167,"type":30},"Limited options for self-directed investors",{"_uid":2169,"link":2170,"title":2171,"component":437},"77d2e1e1-5a6f-4065-93b6-189d6e9d5780","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fmariner-wealth-advisors-review","Learn more about Mariner Wealth Advisors",{"id":2173,"alt":275,"name":275,"focus":275,"title":275,"source":275,"filename":2174,"copyright":275,"fieldtype":441,"meta_data":2175,"is_external_url":443},104894589776878,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F225x225\u002F1b717161fc\u002Fmariner-wealth-advisors.png",{},"Top choice for clients seeking coordinated investment, tax, estate, and financial planning services.","Not sure if Mariner Wealth Advisors suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":2179,"data":2180,"component":184},"183b5579-da02-4b42-aaa4-05b49ea5812c",{"type":20,"content":2181},[2182],{"type":119,"attrs":2183,"content":2184},{"level":121,"textAlign":22},[2185],{"text":2186,"type":30},"8. Schwab Wealth Advisory",{"_uid":2188,"data":2189,"component":184},"5f9333ba-28a9-4586-861a-39d444fae749",{"type":20,"content":2190},[2191,2215,2223],{"type":25,"attrs":2192,"content":2193},{"textAlign":22},[2194,2209],{"text":2195,"type":30,"marks":2196},"Charles Schwab",[2197,2206,2208],{"type":132,"attrs":2198},{"href":2199,"uuid":2200,"anchor":22,"target":136,"linktype":137,"story":2201},"\u002Fdiscover\u002Ffinancial-advice\u002Fcharles-schwab-financial-advisor","f502aea2-b554-439e-96b2-b0f9b3757f49",{"name":2202,"id":2203,"uuid":2200,"slug":2204,"url":2205,"full_slug":2205,"_stopResolving":143},"Charles Schwab financial advisors review",421857241,"charles-schwab-financial-advisor","discover\u002Ffinancial-advice\u002Fcharles-schwab-financial-advisor",{"type":145,"attrs":2207},{"color":147},{"type":44},{"text":2210,"type":30,"marks":2211}," is one of the largest and most reputable financial services firms in the US, known for its wide range of offerings.",[2212,2214],{"type":145,"attrs":2213},{"color":147},{"type":44},{"type":25,"attrs":2216,"content":2217},{"textAlign":22},[2218],{"text":2219,"type":30,"marks":2220},"What you need to know about Charles Schwab:",[2221],{"type":145,"attrs":2222},{"color":147},{"type":32,"content":2224},[2225,2266,2276],{"type":35,"content":2226},[2227],{"type":25,"attrs":2228,"content":2229},{"textAlign":22},[2230,2235,2242,2247,2261],{"text":2231,"type":30,"marks":2232},"Offers services in money management, ",[2233],{"type":145,"attrs":2234},{"color":147},{"text":1407,"type":30,"marks":2236},[2237,2240],{"type":132,"attrs":2238},{"href":1411,"uuid":1412,"anchor":22,"target":136,"linktype":137,"story":2239},{"name":1414,"id":1415,"uuid":1412,"slug":1416,"url":1417,"full_slug":1417,"_stopResolving":143},{"type":145,"attrs":2241},{"color":147},{"text":2243,"type":30,"marks":2244},", ",[2245],{"type":145,"attrs":2246},{"color":147},{"text":2248,"type":30,"marks":2249},"investment portfolio",[2250,2259],{"type":132,"attrs":2251},{"href":2252,"uuid":2253,"anchor":22,"target":136,"linktype":137,"story":2254},"\u002Fdiscover\u002Finvesting\u002Fwhat-is-an-investment-portfolio","d1dcfdbf-d54d-4de1-982d-9ba3c549ecaf",{"name":2255,"id":2256,"uuid":2253,"slug":2257,"url":2258,"full_slug":2258,"_stopResolving":143},"what is an investment portfolio",381813058,"what-is-an-investment-portfolio","discover\u002Finvesting\u002Fwhat-is-an-investment-portfolio",{"type":145,"attrs":2260},{"color":147},{"text":2262,"type":30,"marks":2263}," expansion, taxes, and retirement accounts.",[2264],{"type":145,"attrs":2265},{"color":147},{"type":35,"content":2267},[2268],{"type":25,"attrs":2269,"content":2270},{"textAlign":22},[2271],{"text":2272,"type":30,"marks":2273},"Operates over 400 branches across 45 states, with more than 1,200 financial consultants available to assist clients.",[2274],{"type":145,"attrs":2275},{"color":147},{"type":35,"content":2277},[2278],{"type":25,"attrs":2279,"content":2280},{"textAlign":22},[2281],{"text":2282,"type":30,"marks":2283},"It is focused on helping individuals achieve their financial goals with integrity and dedication.",[2284],{"type":145,"attrs":2285},{"color":147},{"_uid":2287,"body":2288,"image":2492,"title":2496,"cta_link":445,"cta_text":446,"component":447,"background":448,"description":2497,"cta_description":2498},"c0236d32-cc21-4207-9f64-1deeae30e63e",[2289,2336,2488],{"_uid":2290,"data":2291,"component":254},"3aadc6f9-6721-43ea-950e-de35b9263ea0",{"type":20,"content":2292},[2293,2299,2304,2310,2315,2321,2325,2331],{"type":25,"attrs":2294,"content":2295},{"textAlign":22},[2296],{"text":195,"type":30,"marks":2297},[2298],{"type":44},{"type":25,"attrs":2300,"content":2301},{"textAlign":22},[2302],{"text":2303,"type":30},"$10.1 trillion",{"type":25,"attrs":2305,"content":2306},{"textAlign":22},[2307],{"text":226,"type":30,"marks":2308},[2309],{"type":44},{"type":25,"attrs":2311,"content":2312},{"textAlign":22},[2313],{"text":2314,"type":30},"0.80% and decrease at higher asset levels",{"type":25,"attrs":2316,"content":2317},{"textAlign":22},[2318],{"text":64,"type":30,"marks":2319},[2320],{"type":44},{"type":25,"attrs":2322,"content":2323},{"textAlign":22},[2324],{"text":1755,"type":30},{"type":25,"attrs":2326,"content":2327},{"textAlign":22},[2328],{"text":242,"type":30,"marks":2329},[2330],{"type":44},{"type":25,"attrs":2332,"content":2333},{"textAlign":22},[2334],{"text":2335,"type":30},"$500,000",{"_uid":2337,"component":257,"accordions":2338},"ccc58654-ad25-41c5-ad68-b7ef4ab0a6f0",[2339,2421,2440,2475],{"_uid":2340,"text":2341,"title":638,"component":357},"402db3f1-a807-4459-aed6-c057ec6bb4ad",{"type":20,"content":2342},[2343],{"type":32,"content":2344},[2345,2354,2364,2373,2382,2391,2401,2411],{"type":35,"content":2346},[2347],{"type":25,"attrs":2348,"content":2349},{"textAlign":22},[2350],{"text":312,"type":30,"marks":2351},[2352],{"type":145,"attrs":2353},{"color":275},{"type":35,"content":2355},[2356],{"type":25,"attrs":2357,"content":2358},{"textAlign":22},[2359],{"text":2360,"type":30,"marks":2361},"Investment planning",[2362],{"type":145,"attrs":2363},{"color":275},{"type":35,"content":2365},[2366],{"type":25,"attrs":2367,"content":2368},{"textAlign":22},[2369],{"text":619,"type":30,"marks":2370},[2371],{"type":145,"attrs":2372},{"color":275},{"type":35,"content":2374},[2375],{"type":25,"attrs":2376,"content":2377},{"textAlign":22},[2378],{"text":910,"type":30,"marks":2379},[2380],{"type":145,"attrs":2381},{"color":275},{"type":35,"content":2383},[2384],{"type":25,"attrs":2385,"content":2386},{"textAlign":22},[2387],{"text":625,"type":30,"marks":2388},[2389],{"type":145,"attrs":2390},{"color":275},{"type":35,"content":2392},[2393],{"type":25,"attrs":2394,"content":2395},{"textAlign":22},[2396],{"text":2397,"type":30,"marks":2398},"Risk management",[2399],{"type":145,"attrs":2400},{"color":275},{"type":35,"content":2402},[2403],{"type":25,"attrs":2404,"content":2405},{"textAlign":22},[2406],{"text":2407,"type":30,"marks":2408},"Banking",[2409],{"type":145,"attrs":2410},{"color":275},{"type":35,"content":2412},[2413],{"type":25,"attrs":2414,"content":2415},{"textAlign":22},[2416],{"text":2417,"type":30,"marks":2418},"Education and family",[2419],{"type":145,"attrs":2420},{"color":275},{"_uid":2422,"text":2423,"title":372,"component":357},"fb63fb07-5086-4531-93c4-9ade21626b8a",{"type":20,"content":2424},[2425,2430],{"type":25,"attrs":2426,"content":2427},{"textAlign":22},[2428],{"text":2429,"type":30},"Schwab Wealth Advisory takes a personalized approach to wealth management, starting with your goals and incorporating key aspects of your financial life.",{"type":25,"attrs":2431,"content":2432},{"textAlign":22},[2433,2435],{"text":2434,"type":30},"You will work with a dedicated financial advisor who is supported by a team of experienced professionals. Together, they develop and aim to deliver a ",{"text":2436,"type":30,"marks":2437},"comprehensive wealth management strategy tailored specifically to you.",[2438],{"type":145,"attrs":2439},{"color":275},{"_uid":2441,"text":2442,"title":419,"component":357},"72f499dd-c8af-4e1c-855e-c48161adba2d",{"type":20,"content":2443},[2444],{"type":32,"content":2445},[2446,2456,2468],{"type":35,"content":2447},[2448],{"type":25,"attrs":2449,"content":2450},{"textAlign":22},[2451],{"text":2452,"type":30,"marks":2453},"A dedicated team of professionals led by a dedicated wealth advisor",[2454],{"type":145,"attrs":2455},{"color":275},{"type":35,"content":2457},[2458],{"type":25,"attrs":2459,"content":2460},{"textAlign":22},[2461,2466],{"text":2462,"type":30,"marks":2463},"Personalized ",[2464],{"type":145,"attrs":2465},{"color":275},{"text":2467,"type":30},"wealth management strategy",{"type":35,"content":2469},[2470],{"type":25,"attrs":2471,"content":2472},{"textAlign":22},[2473],{"text":2474,"type":30},"Focus on short- and long-term goals",{"_uid":2476,"text":2477,"title":432,"component":357},"7786e111-69e7-4eb0-8926-3430db55f01a",{"type":20,"content":2478},[2479],{"type":32,"content":2480},[2481],{"type":35,"content":2482},[2483],{"type":25,"attrs":2484,"content":2485},{"textAlign":22},[2486],{"text":2487,"type":30},"High futures fees  ",{"_uid":2489,"link":2490,"title":2491,"component":437},"0aaab760-a252-4b7f-8ec8-47dd18da0510","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fcharles-schwab-financial-advisor","Learn more about Schwab Wealth Advisory",{"id":2493,"alt":275,"name":275,"focus":275,"title":275,"source":275,"filename":2494,"copyright":275,"fieldtype":441,"meta_data":2495,"is_external_url":443},17306353,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F1200x1200\u002F69f9e97a7d\u002Fcharles_schwab.png",{},"Schwab Wealth Advisory","One of the largest companies for financial advisors in the US.","Not sure if Schwab Wealth Advisory suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":2500,"data":2501,"component":184},"7b627481-4e31-4f11-9cbc-b3d9c28b699f",{"type":20,"content":2502},[2503,2508,2513,2520],{"type":119,"attrs":2504,"content":2505},{"level":121,"textAlign":22},[2506],{"text":2507,"type":30},"9. Edelman Financial Engines",{"type":25,"attrs":2509,"content":2510},{"textAlign":22},[2511],{"text":2512,"type":30},"Edelman Financial Engines is a financial advisory firm focused on retirement planning and personalized wealth management. It combines professional financial advisors with technology-driven investment strategies.",{"type":25,"attrs":2514,"content":2515},{"textAlign":22},[2516],{"text":2517,"type":30,"marks":2518},"What you need to know about Edelman Financial Engines:",[2519],{"type":44},{"type":32,"content":2521},[2522,2529,2536],{"type":35,"content":2523},[2524],{"type":25,"attrs":2525,"content":2526},{"textAlign":22},[2527],{"text":2528,"type":30},"Services include retirement planning, investment management, tax planning, and estate planning.",{"type":35,"content":2530},[2531],{"type":25,"attrs":2532,"content":2533},{"textAlign":22},[2534],{"text":2535,"type":30},"The firm blends digital tools with advisors to deliver personalized financial plans across different life stages.",{"type":35,"content":2537},[2538],{"type":25,"attrs":2539,"content":2540},{"textAlign":22},[2541],{"text":2542,"type":30},"Edelman Financial Engines is known for its strong focus on retirement income strategies and long-term financial planning.",{"_uid":2544,"body":2545,"image":2715,"title":2719,"cta_link":445,"cta_text":446,"component":447,"background":448,"description":2720,"secondary_cta":443,"cta_description":2721},"051d2315-0586-498d-8ffd-5022091f5b86",[2546,2586,2711],{"_uid":2547,"data":2548,"component":254},"a8d791af-dbda-4067-ac80-9da280568636",{"type":20,"content":2549},[2550,2560,2568,2577],{"type":25,"attrs":2551,"content":2552},{"textAlign":22},[2553,2556,2558],{"text":195,"type":30,"marks":2554},[2555],{"type":44},{"type":2557},"hard_break",{"text":2559,"type":30},"$270 billion+",{"type":25,"attrs":2561,"content":2562},{"textAlign":22},[2563,2566,2567],{"text":64,"type":30,"marks":2564},[2565],{"type":44},{"type":2557},{"text":572,"type":30},{"type":25,"attrs":2569,"content":2570},{"textAlign":22},[2571,2574,2575],{"text":226,"type":30,"marks":2572},[2573],{"type":44},{"type":2557},{"text":2576,"type":30},"0.50%–1.75%",{"type":25,"attrs":2578,"content":2579},{"textAlign":22},[2580,2583,2584],{"text":242,"type":30,"marks":2581},[2582],{"type":44},{"type":2557},{"text":2585,"type":30},"$5,000",{"_uid":2587,"component":257,"accordions":2588},"bcd1c021-5dfc-48e0-99ed-188b01e38dfa",[2589,2638,2657,2691],{"_uid":2590,"text":2591,"title":638,"component":357},"324ccdf3-7d87-4f19-884c-d5df1be05cce",{"type":20,"content":2592},[2593],{"type":32,"content":2594},[2595,2601,2607,2613,2619,2625,2631],{"type":35,"content":2596},[2597],{"type":25,"attrs":2598,"content":2599},{"textAlign":22},[2600],{"text":619,"type":30},{"type":35,"content":2602},[2603],{"type":25,"attrs":2604,"content":2605},{"textAlign":22},[2606],{"text":890,"type":30},{"type":35,"content":2608},[2609],{"type":25,"attrs":2610,"content":2611},{"textAlign":22},[2612],{"text":292,"type":30},{"type":35,"content":2614},[2615],{"type":25,"attrs":2616,"content":2617},{"textAlign":22},[2618],{"text":312,"type":30},{"type":35,"content":2620},[2621],{"type":25,"attrs":2622,"content":2623},{"textAlign":22},[2624],{"text":910,"type":30},{"type":35,"content":2626},[2627],{"type":25,"attrs":2628,"content":2629},{"textAlign":22},[2630],{"text":625,"type":30},{"type":35,"content":2632},[2633],{"type":25,"attrs":2634,"content":2635},{"textAlign":22},[2636],{"text":2637,"type":30},"Insurance guidance",{"_uid":2639,"text":2640,"title":372,"component":357},"1df8ec37-a3f6-4fb8-90a0-3da94d371c19",{"type":20,"content":2641},[2642,2647,2652],{"type":25,"attrs":2643,"content":2644},{"textAlign":22},[2645],{"text":2646,"type":30},"Edelman Financial Engines provides access to a team of advisors who deliver personalized financial plans based on each client’s goals, risk tolerance, and time horizon. ",{"type":25,"attrs":2648,"content":2649},{"textAlign":22},[2650],{"text":2651,"type":30},"The firm combines advice with technology to support portfolio management, retirement income planning, and tax-efficient investing.",{"type":25,"attrs":2653,"content":2654},{"textAlign":22},[2655],{"text":2656,"type":30},"Its approach is centered on long-term financial planning, with portfolios tailored to different life stages and supported by ongoing reviews and adjustments.",{"_uid":2658,"text":2659,"title":419,"component":357},"795c4da1-763f-4ea8-bb29-cf13bf1f2f0e",{"type":20,"content":2660},[2661],{"type":32,"content":2662},[2663,2670,2677,2684],{"type":35,"content":2664},[2665],{"type":25,"attrs":2666,"content":2667},{"textAlign":22},[2668],{"text":2669,"type":30},"Comprehensive financial planning",{"type":35,"content":2671},[2672],{"type":25,"attrs":2673,"content":2674},{"textAlign":22},[2675],{"text":2676,"type":30},"Access to experienced financial advisors",{"type":35,"content":2678},[2679],{"type":25,"attrs":2680,"content":2681},{"textAlign":22},[2682],{"text":2683,"type":30},"Personalized investment strategies",{"type":35,"content":2685},[2686],{"type":25,"attrs":2687,"content":2688},{"textAlign":22},[2689],{"text":2690,"type":30},"Strong reputation and large client base",{"_uid":2692,"text":2693,"title":432,"component":357},"bdd95703-9593-4df6-9567-a01ef6fc8004",{"type":20,"content":2694},[2695],{"type":32,"content":2696},[2697,2704],{"type":35,"content":2698},[2699],{"type":25,"attrs":2700,"content":2701},{"textAlign":22},[2702],{"text":2703,"type":30},"Fees can be higher than some competitors",{"type":35,"content":2705},[2706],{"type":25,"attrs":2707,"content":2708},{"textAlign":22},[2709],{"text":2710,"type":30},"$5,000 minimum may not suit all investors",{"_uid":2712,"link":2713,"title":2714,"component":437},"204d8e5d-7caf-43f2-8a59-688360b04168","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fedelman-financial-engines","Learn more about Edelman Financial Engines",{"id":2716,"alt":275,"name":275,"focus":275,"title":275,"source":275,"filename":2717,"copyright":275,"fieldtype":441,"meta_data":2718,"is_external_url":443},17166196,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F300x195\u002F664853a937\u002Fedelman-financial-engines.webp",{},"Edelman Financial Engines","Works with clients seeking personalized retirement planning and advisor-led financial guidance.","Not sure if Edelman Financial Engines suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":2723,"data":2724,"component":184},"41686284-b00f-4753-afea-3443432b6b3e",{"type":20,"content":2725},[2726,2731,2736,2743],{"type":119,"attrs":2727,"content":2728},{"level":121,"textAlign":22},[2729],{"text":2730,"type":30},"10. Creative Planning ",{"type":25,"attrs":2732,"content":2733},{"textAlign":22},[2734],{"text":2735,"type":30},"Creative Planning is a full-service wealth management firm offering comprehensive financial planning, investment management, and tax-focused strategies for high-net-worth individuals.",{"type":25,"attrs":2737,"content":2738},{"textAlign":22},[2739],{"text":2740,"type":30,"marks":2741},"What you need to know about Creative Planning:",[2742],{"type":44},{"type":32,"content":2744},[2745,2752,2759],{"type":35,"content":2746},[2747],{"type":25,"attrs":2748,"content":2749},{"textAlign":22},[2750],{"text":2751,"type":30},"Services include wealth management, tax planning, retirement planning, and estate planning.",{"type":35,"content":2753},[2754],{"type":25,"attrs":2755,"content":2756},{"textAlign":22},[2757],{"text":2758,"type":30},"The firm follows a team-based advisory approach, combining multiple specialists to support client financial goals.",{"type":35,"content":2760},[2761],{"type":25,"attrs":2762,"content":2763},{"textAlign":22},[2764],{"text":2765,"type":30},"Creative Planning is known for its customized investment strategies tailored to each client’s risk tolerance, time horizon, and objectives.",{"_uid":2767,"body":2768,"image":2943,"title":2947,"cta_link":445,"cta_text":446,"component":447,"background":448,"description":2948,"secondary_cta":443,"cta_description":2949},"3172cee4-4ce0-497e-87c7-d5a1b0ff314a",[2769,2808,2939],{"_uid":2770,"data":2771,"component":254},"a5da2f76-74c0-4ca7-a32d-cffd61b01036",{"type":20,"attrs":2772,"content":2773},{"backgroundColor":22},[2774,2783,2791,2800],{"type":25,"attrs":2775,"content":2776},{"textAlign":22},[2777,2780,2781],{"text":195,"type":30,"marks":2778},[2779],{"type":44},{"type":2557},{"text":2782,"type":30},"$780 billion+ ",{"type":25,"attrs":2784,"content":2785},{"textAlign":22},[2786,2789,2790],{"text":64,"type":30,"marks":2787},[2788],{"type":44},{"type":2557},{"text":1755,"type":30},{"type":25,"attrs":2792,"content":2793},{"textAlign":22},[2794,2797,2798],{"text":226,"type":30,"marks":2795},[2796],{"type":44},{"type":2557},{"text":2799,"type":30},"0.25%–1.20%+",{"type":25,"attrs":2801,"content":2802},{"textAlign":22},[2803,2806,2807],{"text":242,"type":30,"marks":2804},[2805],{"type":44},{"type":2557},{"text":2335,"type":30},{"_uid":2809,"component":257,"accordions":2810},"22518286-b49a-4ddc-8140-2966ea12c7e0",[2811,2859,2878,2912],{"_uid":2812,"text":2813,"title":638,"component":357},"cf9f5da3-63f1-4a08-b84b-3d215b6bd610",{"type":20,"content":2814},[2815],{"type":32,"content":2816},[2817,2823,2829,2835,2841,2847,2853],{"type":35,"content":2818},[2819],{"type":25,"attrs":2820,"content":2821},{"textAlign":22},[2822],{"text":292,"type":30},{"type":35,"content":2824},[2825],{"type":25,"attrs":2826,"content":2827},{"textAlign":22},[2828],{"text":312,"type":30},{"type":35,"content":2830},[2831],{"type":25,"attrs":2832,"content":2833},{"textAlign":22},[2834],{"text":890,"type":30},{"type":35,"content":2836},[2837],{"type":25,"attrs":2838,"content":2839},{"textAlign":22},[2840],{"text":910,"type":30},{"type":35,"content":2842},[2843],{"type":25,"attrs":2844,"content":2845},{"textAlign":22},[2846],{"text":625,"type":30},{"type":35,"content":2848},[2849],{"type":25,"attrs":2850,"content":2851},{"textAlign":22},[2852],{"text":619,"type":30},{"type":35,"content":2854},[2855],{"type":25,"attrs":2856,"content":2857},{"textAlign":22},[2858],{"text":2055,"type":30},{"_uid":2860,"text":2861,"title":372,"component":357},"27bbc44b-75de-4cc3-8e1d-ce83e85d6801",{"type":20,"content":2862},[2863,2868,2873],{"type":25,"attrs":2864,"content":2865},{"textAlign":22},[2866],{"text":2867,"type":30},"Creative Planning builds customized portfolios based on each client’s financial goals, risk tolerance, and time horizon. ",{"type":25,"attrs":2869,"content":2870},{"textAlign":22},[2871],{"text":2872,"type":30},"Advisors construct diversified portfolios using a mix of stocks, bonds, ETFs, mutual funds, and alternative investments.",{"type":25,"attrs":2874,"content":2875},{"textAlign":22},[2876],{"text":2877,"type":30},"The firm takes a holistic approach, factoring in tax considerations, legacy planning, and liquidity needs, with ongoing portfolio monitoring and adjustments over time.",{"_uid":2879,"text":2880,"title":419,"component":357},"1ba12fc5-a28b-4e2f-ac74-85249a3ea523",{"type":20,"content":2881},[2882],{"type":32,"content":2883},[2884,2891,2898,2905],{"type":35,"content":2885},[2886],{"type":25,"attrs":2887,"content":2888},{"textAlign":22},[2889],{"text":2890,"type":30},"Wide range of financial planning and wealth management services",{"type":35,"content":2892},[2893],{"type":25,"attrs":2894,"content":2895},{"textAlign":22},[2896],{"text":2897,"type":30},"Customized, goal-based investment strategies",{"type":35,"content":2899},[2900],{"type":25,"attrs":2901,"content":2902},{"textAlign":22},[2903],{"text":2904,"type":30},"Team-based advisory model",{"type":35,"content":2906},[2907],{"type":25,"attrs":2908,"content":2909},{"textAlign":22},[2910],{"text":2911,"type":30},"Fiduciary standard",{"_uid":2913,"text":2914,"title":432,"component":357},"8a4081eb-6b3f-4d88-879b-6e4c041ee74f",{"type":20,"content":2915},[2916],{"type":32,"content":2917},[2918,2925,2932],{"type":35,"content":2919},[2920],{"type":25,"attrs":2921,"content":2922},{"textAlign":22},[2923],{"text":2924,"type":30},"High minimum investment requirement ",{"type":35,"content":2926},[2927],{"type":25,"attrs":2928,"content":2929},{"textAlign":22},[2930],{"text":2931,"type":30},"Fees can be relatively high ",{"type":35,"content":2933},[2934],{"type":25,"attrs":2935,"content":2936},{"textAlign":22},[2937],{"text":2938,"type":30},"Additional costs may apply, such as custodial, brokerage, or third-party manager fees",{"_uid":2940,"link":2941,"title":2942,"component":437},"7705d832-da1d-4a43-a77b-c62f985d215e","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fcreative-planning-review","Learn more about Creative Planning",{"id":2944,"alt":275,"name":275,"focus":275,"title":275,"source":275,"filename":2945,"copyright":275,"fieldtype":441,"meta_data":2946,"is_external_url":443},16062615,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F2632x1800\u002F5449d84832\u002Fcreative-planning-review.webp",{},"Creative Planning","Popular with high-net-worth clients seeking comprehensive, advisor-led wealth management.","Not sure if Creative Planning suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":2951,"data":2952,"component":184},"60018c30-bcbe-416c-9c12-1fcc7f443bab",{"type":20,"attrs":2953,"content":2954},{"backgroundColor":22},[2955,2962,2967,2972,3029,3034,3434,3439,3444],{"type":119,"attrs":2956,"content":2957},{"level":121,"textAlign":22},[2958],{"text":2959,"type":30,"marks":2960},"Which is the best financial advisory firm for me? ",[2961],{"type":44},{"type":25,"attrs":2963,"content":2964},{"textAlign":22},[2965],{"text":2966,"type":30},"There's no one-size-fits-all answer, because the right choice depends on your asset level and how hands-on you want the relationship to be.",{"type":25,"attrs":2968,"content":2969},{"textAlign":22},[2970],{"text":2971,"type":30},"Here's a breakdown based on your needs:",{"type":32,"content":2973},[2974,2985,2996,3007,3018],{"type":35,"content":2975},[2976],{"type":25,"attrs":2977,"content":2978},{"textAlign":22},[2979,2983],{"text":2980,"type":30,"marks":2981},"For beginners or smaller portfolios →",[2982],{"type":44},{"text":2984,"type":30}," Edward Jones or Edelman Financial Engines",{"type":35,"content":2986},[2987],{"type":25,"attrs":2988,"content":2989},{"textAlign":22},[2990,2994],{"text":2991,"type":30,"marks":2992},"For hybrid digital + human guidance at low cost →",[2993],{"type":44},{"text":2995,"type":30}," Vanguard Personal Advisor",{"type":35,"content":2997},[2998],{"type":25,"attrs":2999,"content":3000},{"textAlign":22},[3001,3005],{"text":3002,"type":30,"marks":3003},"For no minimum, flat-fee planning →",[3004],{"type":44},{"text":3006,"type":30}," Facet Wealth",{"type":35,"content":3008},[3009],{"type":25,"attrs":3010,"content":3011},{"textAlign":22},[3012,3016],{"text":3013,"type":30,"marks":3014},"For high-net-worth, established portfolios →",[3015],{"type":44},{"text":3017,"type":30}," Fisher Investments, Schwab Wealth Advisory, or Creative Planning",{"type":35,"content":3019},[3020],{"type":25,"attrs":3021,"content":3022},{"textAlign":22},[3023,3027],{"text":3024,"type":30,"marks":3025},"For coordinated investment, tax, and estate planning →",[3026],{"type":44},{"text":3028,"type":30}," Mariner Wealth Advisors or Mercer Advisors",{"type":119,"attrs":3030,"content":3031},{"level":121,"textAlign":22},[3032],{"text":3033,"type":30},"Financial advisor comparison: Fees, minimums, and fee models",{"type":3035,"content":3036},"table",[3037,3088,3123,3157,3194,3228,3263,3298,3333,3367,3400],{"type":3038,"content":3039},"tableRow",[3040,3052,3064,3076],{"type":3041,"attrs":3042,"content":3044},"tableCell",{"colspan":3043,"rowspan":3043,"colwidth":22,"backgroundColor":22},1,[3045],{"type":25,"attrs":3046,"content":3047},{"textAlign":22},[3048],{"text":3049,"type":30,"marks":3050},"Firm",[3051],{"type":44},{"type":3041,"attrs":3053,"content":3056},{"colspan":3043,"rowspan":3043,"colwidth":3054,"backgroundColor":22},[3055],126,[3057],{"type":25,"attrs":3058,"content":3059},{"textAlign":22},[3060],{"text":3061,"type":30,"marks":3062},"Advisory fee",[3063],{"type":44},{"type":3041,"attrs":3065,"content":3068},{"colspan":3043,"rowspan":3043,"colwidth":3066,"backgroundColor":22},[3067],74,[3069],{"type":25,"attrs":3070,"content":3071},{"textAlign":22},[3072],{"text":3073,"type":30,"marks":3074},"Minimum",[3075],{"type":44},{"type":3041,"attrs":3077,"content":3080},{"colspan":3043,"rowspan":3043,"colwidth":3078,"backgroundColor":22},[3079],77,[3081],{"type":25,"attrs":3082,"content":3083},{"textAlign":22},[3084],{"text":3085,"type":30,"marks":3086},"Fee model",[3087],{"type":44},{"type":3038,"content":3089},[3090,3097,3106,3114],{"type":3041,"attrs":3091,"content":3092},{"colspan":3043,"rowspan":3043,"colwidth":22,"backgroundColor":22},[3093],{"type":25,"attrs":3094,"content":3095},{"textAlign":22},[3096],{"text":129,"type":30},{"type":3041,"attrs":3098,"content":3100},{"colspan":3043,"rowspan":3043,"colwidth":3099,"backgroundColor":22},[3055],[3101],{"type":25,"attrs":3102,"content":3103},{"textAlign":22},[3104],{"text":3105,"type":30},"0.20%–1.50%",{"type":3041,"attrs":3107,"content":3109},{"colspan":3043,"rowspan":3043,"colwidth":3108,"backgroundColor":22},[3067],[3110],{"type":25,"attrs":3111,"content":3112},{"textAlign":22},[3113],{"text":250,"type":30},{"type":3041,"attrs":3115,"content":3117},{"colspan":3043,"rowspan":3043,"colwidth":3116,"backgroundColor":22},[3079],[3118],{"type":25,"attrs":3119,"content":3120},{"textAlign":22},[3121],{"text":3122,"type":30},"Fee-only and fee-based",{"type":3038,"content":3124},[3125,3132,3141,3149],{"type":3041,"attrs":3126,"content":3127},{"colspan":3043,"rowspan":3043,"colwidth":22,"backgroundColor":22},[3128],{"type":25,"attrs":3129,"content":3130},{"textAlign":22},[3131],{"text":478,"type":30},{"type":3041,"attrs":3133,"content":3135},{"colspan":3043,"rowspan":3043,"colwidth":3134,"backgroundColor":22},[3055],[3136],{"type":25,"attrs":3137,"content":3138},{"textAlign":22},[3139],{"text":3140,"type":30},"1.00%–1.50%",{"type":3041,"attrs":3142,"content":3144},{"colspan":3043,"rowspan":3043,"colwidth":3143,"backgroundColor":22},[3067],[3145],{"type":25,"attrs":3146,"content":3147},{"textAlign":22},[3148],{"text":584,"type":30},{"type":3041,"attrs":3150,"content":3152},{"colspan":3043,"rowspan":3043,"colwidth":3151,"backgroundColor":22},[3079],[3153],{"type":25,"attrs":3154,"content":3155},{"textAlign":22},[3156],{"text":572,"type":30},{"type":3038,"content":3158},[3159,3167,3176,3185],{"type":3041,"attrs":3160,"content":3161},{"colspan":3043,"rowspan":3043,"colwidth":22,"backgroundColor":22},[3162],{"type":25,"attrs":3163,"content":3164},{"textAlign":22},[3165],{"text":3166,"type":30},"Facet",{"type":3041,"attrs":3168,"content":3170},{"colspan":3043,"rowspan":3043,"colwidth":3169,"backgroundColor":22},[3055],[3171],{"type":25,"attrs":3172,"content":3173},{"textAlign":22},[3174],{"text":3175,"type":30},"$2,600–$8,700\u002Fyear",{"type":3041,"attrs":3177,"content":3179},{"colspan":3043,"rowspan":3043,"colwidth":3178,"backgroundColor":22},[3067],[3180],{"type":25,"attrs":3181,"content":3182},{"textAlign":22},[3183],{"text":3184,"type":30},"$0",{"type":3041,"attrs":3186,"content":3188},{"colspan":3043,"rowspan":3043,"colwidth":3187,"backgroundColor":22},[3079],[3189],{"type":25,"attrs":3190,"content":3191},{"textAlign":22},[3192],{"text":3193,"type":30},"Flat fee",{"type":3038,"content":3195},[3196,3203,3212,3220],{"type":3041,"attrs":3197,"content":3198},{"colspan":3043,"rowspan":3043,"colwidth":22,"backgroundColor":22},[3199],{"type":25,"attrs":3200,"content":3201},{"textAlign":22},[3202],{"text":1325,"type":30},{"type":3041,"attrs":3204,"content":3206},{"colspan":3043,"rowspan":3043,"colwidth":3205,"backgroundColor":22},[3055],[3207],{"type":25,"attrs":3208,"content":3209},{"textAlign":22},[3210],{"text":3211,"type":30},"0.35%–0.40%",{"type":3041,"attrs":3213,"content":3215},{"colspan":3043,"rowspan":3043,"colwidth":3214,"backgroundColor":22},[3067],[3216],{"type":25,"attrs":3217,"content":3218},{"textAlign":22},[3219],{"text":250,"type":30},{"type":3041,"attrs":3221,"content":3223},{"colspan":3043,"rowspan":3043,"colwidth":3222,"backgroundColor":22},[3079],[3224],{"type":25,"attrs":3225,"content":3226},{"textAlign":22},[3227],{"text":3122,"type":30},{"type":3038,"content":3229},[3230,3237,3246,3255],{"type":3041,"attrs":3231,"content":3232},{"colspan":3043,"rowspan":3043,"colwidth":22,"backgroundColor":22},[3233],{"type":25,"attrs":3234,"content":3235},{"textAlign":22},[3236],{"text":1345,"type":30},{"type":3041,"attrs":3238,"content":3240},{"colspan":3043,"rowspan":3043,"colwidth":3239,"backgroundColor":22},[3055],[3241],{"type":25,"attrs":3242,"content":3243},{"textAlign":22},[3244],{"text":3245,"type":30},"0.50%–1.10%",{"type":3041,"attrs":3247,"content":3249},{"colspan":3043,"rowspan":3043,"colwidth":3248,"backgroundColor":22},[3067],[3250],{"type":25,"attrs":3251,"content":3252},{"textAlign":22},[3253],{"text":3254,"type":30},"$800–$150,000",{"type":3041,"attrs":3256,"content":3258},{"colspan":3043,"rowspan":3043,"colwidth":3257,"backgroundColor":22},[3079],[3259],{"type":25,"attrs":3260,"content":3261},{"textAlign":22},[3262],{"text":572,"type":30},{"type":3038,"content":3264},[3265,3272,3281,3290],{"type":3041,"attrs":3266,"content":3267},{"colspan":3043,"rowspan":3043,"colwidth":22,"backgroundColor":22},[3268],{"type":25,"attrs":3269,"content":3270},{"textAlign":22},[3271],{"text":1656,"type":30},{"type":3041,"attrs":3273,"content":3275},{"colspan":3043,"rowspan":3043,"colwidth":3274,"backgroundColor":22},[3055],[3276],{"type":25,"attrs":3277,"content":3278},{"textAlign":22},[3279],{"text":3280,"type":30},"0.05%–1.35%",{"type":3041,"attrs":3282,"content":3284},{"colspan":3043,"rowspan":3043,"colwidth":3283,"backgroundColor":22},[3067],[3285],{"type":25,"attrs":3286,"content":3287},{"textAlign":22},[3288],{"text":3289,"type":30},"$0–$25,000",{"type":3041,"attrs":3291,"content":3293},{"colspan":3043,"rowspan":3043,"colwidth":3292,"backgroundColor":22},[3079],[3294],{"type":25,"attrs":3295,"content":3296},{"textAlign":22},[3297],{"text":1755,"type":30},{"type":3038,"content":3299},[3300,3307,3316,3324],{"type":3041,"attrs":3301,"content":3302},{"colspan":3043,"rowspan":3043,"colwidth":22,"backgroundColor":22},[3303],{"type":25,"attrs":3304,"content":3305},{"textAlign":22},[3306],{"text":1908,"type":30},{"type":3041,"attrs":3308,"content":3310},{"colspan":3043,"rowspan":3043,"colwidth":3309,"backgroundColor":22},[3055],[3311],{"type":25,"attrs":3312,"content":3313},{"textAlign":22},[3314],{"text":3315,"type":30},"0.60%–1.25%",{"type":3041,"attrs":3317,"content":3319},{"colspan":3043,"rowspan":3043,"colwidth":3318,"backgroundColor":22},[3067],[3320],{"type":25,"attrs":3321,"content":3322},{"textAlign":22},[3323],{"text":2011,"type":30},{"type":3041,"attrs":3325,"content":3327},{"colspan":3043,"rowspan":3043,"colwidth":3326,"backgroundColor":22},[3079],[3328],{"type":25,"attrs":3329,"content":3330},{"textAlign":22},[3331],{"text":3332,"type":30},"AUM-based",{"type":3038,"content":3334},[3335,3342,3351,3359],{"type":3041,"attrs":3336,"content":3337},{"colspan":3043,"rowspan":3043,"colwidth":22,"backgroundColor":22},[3338],{"type":25,"attrs":3339,"content":3340},{"textAlign":22},[3341],{"text":2496,"type":30},{"type":3041,"attrs":3343,"content":3345},{"colspan":3043,"rowspan":3043,"colwidth":3344,"backgroundColor":22},[3055],[3346],{"type":25,"attrs":3347,"content":3348},{"textAlign":22},[3349],{"text":3350,"type":30},"0.80%",{"type":3041,"attrs":3352,"content":3354},{"colspan":3043,"rowspan":3043,"colwidth":3353,"backgroundColor":22},[3067],[3355],{"type":25,"attrs":3356,"content":3357},{"textAlign":22},[3358],{"text":2335,"type":30},{"type":3041,"attrs":3360,"content":3362},{"colspan":3043,"rowspan":3043,"colwidth":3361,"backgroundColor":22},[3079],[3363],{"type":25,"attrs":3364,"content":3365},{"textAlign":22},[3366],{"text":1755,"type":30},{"type":3038,"content":3368},[3369,3376,3384,3392],{"type":3041,"attrs":3370,"content":3371},{"colspan":3043,"rowspan":3043,"colwidth":22,"backgroundColor":22},[3372],{"type":25,"attrs":3373,"content":3374},{"textAlign":22},[3375],{"text":2719,"type":30},{"type":3041,"attrs":3377,"content":3379},{"colspan":3043,"rowspan":3043,"colwidth":3378,"backgroundColor":22},[3055],[3380],{"type":25,"attrs":3381,"content":3382},{"textAlign":22},[3383],{"text":2576,"type":30},{"type":3041,"attrs":3385,"content":3387},{"colspan":3043,"rowspan":3043,"colwidth":3386,"backgroundColor":22},[3067],[3388],{"type":25,"attrs":3389,"content":3390},{"textAlign":22},[3391],{"text":2585,"type":30},{"type":3041,"attrs":3393,"content":3395},{"colspan":3043,"rowspan":3043,"colwidth":3394,"backgroundColor":22},[3079],[3396],{"type":25,"attrs":3397,"content":3398},{"textAlign":22},[3399],{"text":572,"type":30},{"type":3038,"content":3401},[3402,3409,3418,3426],{"type":3041,"attrs":3403,"content":3404},{"colspan":3043,"rowspan":3043,"colwidth":22,"backgroundColor":22},[3405],{"type":25,"attrs":3406,"content":3407},{"textAlign":22},[3408],{"text":2947,"type":30},{"type":3041,"attrs":3410,"content":3412},{"colspan":3043,"rowspan":3043,"colwidth":3411,"backgroundColor":22},[3055],[3413],{"type":25,"attrs":3414,"content":3415},{"textAlign":22},[3416],{"text":3417,"type":30},"0.25%–1.20%",{"type":3041,"attrs":3419,"content":3421},{"colspan":3043,"rowspan":3043,"colwidth":3420,"backgroundColor":22},[3067],[3422],{"type":25,"attrs":3423,"content":3424},{"textAlign":22},[3425],{"text":2335,"type":30},{"type":3041,"attrs":3427,"content":3429},{"colspan":3043,"rowspan":3043,"colwidth":3428,"backgroundColor":22},[3079],[3430],{"type":25,"attrs":3431,"content":3432},{"textAlign":22},[3433],{"text":1755,"type":30},{"type":119,"attrs":3435,"content":3436},{"level":121,"textAlign":22},[3437],{"text":3438,"type":30},"What are the top 50 financial advisor firms?",{"type":25,"attrs":3440,"content":3441},{"textAlign":22},[3442],{"text":3443,"type":30},"The top financial advisor companies & firms manage large amounts of client assets and provide services such as investment advice and financial planning. ",{"type":25,"attrs":3445,"content":3446},{"textAlign":22},[3447],{"text":3448,"type":30},"The table below lists 50 leading financial advisor firms, including their assets under management (AUM) and headquarters.",{"_uid":3450,"caption":275,"content":3451,"component":3468,"show_search":143,"paste_content":3469,"number_of_rows":3877,"show_pagination":143,"hide_heading_row":443,"search_placeholder":3878,"first_col_to_headings":443},"de0fdfff-e029-4867-8d34-88f4f93c1aab",{"tbody":3452,"thead":3462,"fieldtype":3035},[3453],{"_uid":3454,"body":3455,"component":3461},"ad86d5f1-77d8-4b6e-a7f1-94f4258845be",[3456,3459],{"_uid":3457,"value":275,"component":3458},"5b9e87b2-bd25-4e46-a99b-db183c69ea75","_table_col",{"_uid":3460,"value":275,"component":3458},"e14e69a4-3f92-40d5-b227-5082ad2deeb7","_table_row",[3463,3466],{"_uid":3464,"value":275,"component":3465},"47b9ea64-a38b-424a-8ea0-0d68d52cf759","_table_head",{"_uid":3467,"value":275,"component":3465},"ddecd4e5-cfee-4e8b-96ba-af6e69ccde86","article-table",{"type":20,"attrs":3470,"content":3471},{"backgroundColor":22},[3472],{"type":25,"attrs":3473,"content":3474},{"textAlign":22},[3475,3477,3483,3485,3491,3493,3499,3501,3507,3509,3510,3512,3517,3519,3520,3522,3528,3530,3536,3538,3544,3546,3552,3554,3560,3562,3568,3570,3574,3576,3582,3584,3590,3592,3598,3600,3604,3606,3612,3614,3618,3620,3624,3626,3632,3634,3640,3642,3648,3650,3656,3658,3662,3664,3669,3671,3675,3677,3683,3685,3691,3693,3699,3701,3707,3709,3721,3723,3729,3731,3743,3745,3750,3752,3758,3760,3766,3768,3774,3776,3782,3784,3790,3792,3798,3800,3812,3814,3820,3822,3828,3830,3836,3838,3844,3846,3852,3854,3860,3862,3867,3869,3875],{"text":3476,"type":30}," \tCompany\tAUM\tHeadquarters\n1\t",{"text":3478,"type":30,"marks":3479},"Ameriprise Financial Services",[3480],{"type":132,"attrs":3481},{"href":3482,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fameriprise-financial-services-review",{"text":3484,"type":30},"\t1.17 trillion\tMinnesota\n2\t",{"text":3486,"type":30,"marks":3487},"Baird Wealth Management",[3488],{"type":132,"attrs":3489},{"href":3490,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fbaird-wealth-management",{"text":3492,"type":30},"\t355.00 billion\tWisconsin\n3\t",{"text":3494,"type":30,"marks":3495},"Bank of America Wealth Management",[3496],{"type":132,"attrs":3497},{"href":3498,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fbank-of-america-wealth-management",{"text":3500,"type":30},"\t3.37 trillion\tNew York\n4\t",{"text":3502,"type":30,"marks":3503},"Betterment",[3504],{"type":132,"attrs":3505},{"href":3506,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fbetterment-financial-advisor",{"text":3508,"type":30},"\t45.00 billion\tNew York",{"type":2557},{"text":3511,"type":30},"5\t",{"text":1908,"type":30,"marks":3513},[3514],{"type":132,"attrs":3515},{"href":1922,"uuid":1923,"anchor":22,"target":136,"linktype":137,"story":3516},{"name":1925,"id":1926,"uuid":1923,"slug":1927,"url":1928,"full_slug":1928,"_stopResolving":143},{"text":3518,"type":30},"\t98 billion\tKansas",{"type":2557},{"text":3521,"type":30},"6\t",{"text":3523,"type":30,"marks":3524},"BMO Wealth Management",[3525],{"type":132,"attrs":3526},{"href":3527,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fbmo-wealth-management-review",{"text":3529,"type":30},"\t5.70 billion\tIllinois\n7\t",{"text":3531,"type":30,"marks":3532},"Brinker Capital",[3533],{"type":132,"attrs":3534},{"href":3535,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fbrinker-capital-review",{"text":3537,"type":30},"\t53.00 billion\tPennsylvania\n8\t",{"text":3539,"type":30,"marks":3540},"Cambridge Investment Research",[3541],{"type":132,"attrs":3542},{"href":3543,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fcambridge-investment-research-review",{"text":3545,"type":30},"\t100.00 billion\tIowa\n9\t",{"text":3547,"type":30,"marks":3548},"Capital One Advisors",[3549],{"type":132,"attrs":3550},{"href":3551,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fcapital-one-advisors-review",{"text":3553,"type":30},"\t900.00 million\tVirginia\n10\t",{"text":3555,"type":30,"marks":3556},"CAPTRUST Financial Advisors",[3557],{"type":132,"attrs":3558},{"href":3559,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fcaptrust-financial-advisors",{"text":3561,"type":30},"\t1.00 trillion\tNorth Carolina\n11\t",{"text":3563,"type":30,"marks":3564},"Certiy Partners Financial Advisors",[3565],{"type":132,"attrs":3566},{"href":3567,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fcertiy-partners-financial-advisors",{"text":3569,"type":30},"\t53.30 billion\tNew York\n12\t",{"text":2195,"type":30,"marks":3571},[3572],{"type":132,"attrs":3573},{"href":2490,"uuid":22,"anchor":22,"target":136,"linktype":631},{"text":3575,"type":30},"\t7.13 trillion\tTexas\n13\t",{"text":3577,"type":30,"marks":3578},"Citi Personal Wealth Management",[3579],{"type":132,"attrs":3580},{"href":3581,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fciti-personal-wealth-management-review",{"text":3583,"type":30},"\t34.86 billion\tNew York\n14\t",{"text":3585,"type":30,"marks":3586},"Citizens Investment Services",[3587],{"type":132,"attrs":3588},{"href":3589,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fcitizens-investment-services-review",{"text":3591,"type":30},"\t0.48 million\tRhode Island\n15\t",{"text":3593,"type":30,"marks":3594},"Corient Financial Advisors",[3595],{"type":132,"attrs":3596},{"href":3597,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fcorient-financial-advisors",{"text":3599,"type":30},"\t164.00 billion\tFlorida\n16\t",{"text":2947,"type":30,"marks":3601},[3602],{"type":132,"attrs":3603},{"href":2941,"uuid":22,"anchor":22,"target":136,"linktype":631},{"text":3605,"type":30},"\t245.00 billion\tKansas\n17\t",{"text":3607,"type":30,"marks":3608},"CWM Financial Advisors",[3609],{"type":132,"attrs":3610},{"href":3611,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fcwm-financial-advisors",{"text":3613,"type":30},"\t198.10 million\tNevada\n18\t",{"text":2719,"type":30,"marks":3615},[3616],{"type":132,"attrs":3617},{"href":2713,"uuid":22,"anchor":22,"target":136,"linktype":631},{"text":3619,"type":30},"\t291.00 billion\tCalifornia\n19\t",{"text":1656,"type":30,"marks":3621},[3622],{"type":132,"attrs":3623},{"href":1888,"uuid":22,"anchor":22,"target":136,"linktype":631},{"text":3625,"type":30},"\t1.80 trillion\tMissouri\n20\t",{"text":3627,"type":30,"marks":3628},"Ellevest Financial Advisors",[3629],{"type":132,"attrs":3630},{"href":3631,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fellevest-financial-advisors",{"text":3633,"type":30},"\t2.00 billion\tNew York\n21\t",{"text":3635,"type":30,"marks":3636},"Empower Financial Advisors",[3637],{"type":132,"attrs":3638},{"href":3639,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fempower-financial-advisors",{"text":3641,"type":30},"\t340.40 million\tColorado\n22\t",{"text":3643,"type":30,"marks":3644},"Equitable Advisors",[3645],{"type":132,"attrs":3646},{"href":3647,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fequitable-advisors-review",{"text":3649,"type":30},"\t1.03 trillion\tNew York\n23\t",{"text":3651,"type":30,"marks":3652},"Evoke Advisors",[3653],{"type":132,"attrs":3654},{"href":3655,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fevoke-advisors",{"text":3657,"type":30},"\t10.20 billion\tCalifornia\n24\t",{"text":3166,"type":30,"marks":3659},[3660],{"type":132,"attrs":3661},{"href":1044,"uuid":22,"anchor":22,"target":136,"linktype":631},{"text":3663,"type":30},"\t1.70 billion\tMaryland\n25\t",{"text":129,"type":30,"marks":3665},[3666],{"type":132,"attrs":3667},{"href":3668,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Ffidelity-financial-advisor",{"text":3670,"type":30},"\t4.90 trillion\tMassachusetts\n26\t",{"text":478,"type":30,"marks":3672},[3673],{"type":132,"attrs":3674},{"href":718,"uuid":22,"anchor":22,"target":136,"linktype":631},{"text":3676,"type":30},"\t276.00 billion\tTexas\n27\t",{"text":3678,"type":30,"marks":3679},"Goldman Sachs Private Wealth",[3680],{"type":132,"attrs":3681},{"href":3682,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fgoldman-sachs-private-wealth-management-review",{"text":3684,"type":30},"\t222.00 billion\tNew York\n28\t",{"text":3686,"type":30,"marks":3687},"GW&K Investment Management",[3688],{"type":132,"attrs":3689},{"href":3690,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fgwk-investment-management-financial-advisors",{"text":3692,"type":30},"\t48.00 billion\tMassachusetts\n29\t",{"text":3694,"type":30,"marks":3695},"Hall Capital Partners",[3696],{"type":132,"attrs":3697},{"href":3698,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fhall-capital-partners-financial-advisors",{"text":3700,"type":30},"\t46.70 billion\tCalifornia\n30\t",{"text":3702,"type":30,"marks":3703},"Harness Wealth",[3704],{"type":132,"attrs":3705},{"href":3706,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fharness-wealth-financial-advisors",{"text":3708,"type":30},"\tN\u002FA\tNew York\n31\t",{"text":3710,"type":30,"marks":3711},"Hightower Advisors",[3712],{"type":132,"attrs":3713},{"href":3714,"uuid":3715,"anchor":22,"target":136,"linktype":137,"story":3716},"\u002Fdiscover\u002Ffinancial-advice\u002Fhightower-advisors-review","2bbcc8b4-69a0-42cd-bdd0-8799e67c2b3e",{"name":3717,"id":3718,"uuid":3715,"slug":3719,"url":3720,"full_slug":3720,"_stopResolving":143},"Hightower Advisors Review",108815578809135,"hightower-advisors-review","discover\u002Ffinancial-advice\u002Fhightower-advisors-review",{"text":3722,"type":30},"\t130.80 billion\tIllinois\n32\t",{"text":3724,"type":30,"marks":3725},"JP Morgan Personal Advisors",[3726],{"type":132,"attrs":3727},{"href":3728,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fjp-morgan-personal-advisors",{"text":3730,"type":30},"\t900.00 billion\tCalifornia\n33\t",{"text":3732,"type":30,"marks":3733},"LPL Financial",[3734],{"type":132,"attrs":3735},{"href":3736,"uuid":3737,"anchor":22,"target":136,"linktype":137,"story":3738},"\u002Fdiscover\u002Ffinancial-advice\u002Flpl-financial-review","3573b65c-e2a2-4121-82c8-ed63d73c2da0",{"name":3739,"id":3740,"uuid":3737,"slug":3741,"url":3742,"full_slug":3742,"_stopResolving":143},"LPL Financial review",663752665,"lpl-financial-review","discover\u002Ffinancial-advice\u002Flpl-financial-review",{"text":3744,"type":30},"\t1.00 trillion\tCalifornia\n34\t",{"text":3746,"type":30,"marks":3747},"Mercer",[3748],{"type":132,"attrs":3749},{"href":1630,"uuid":22,"anchor":22,"target":136,"linktype":631},{"text":3751,"type":30},"\t344.00 billion\tNew York\n35\t",{"text":3753,"type":30,"marks":3754},"Merrill Lynch",[3755],{"type":132,"attrs":3756},{"href":3757,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fmerrill-lynch-financial-advisors",{"text":3759,"type":30},"\t1.09 trillion\tNew York\n36\t",{"text":3761,"type":30,"marks":3762},"Moneta Group",[3763],{"type":132,"attrs":3764},{"href":3765,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fmoneta-group-financial-advisors",{"text":3767,"type":30},"\t37.40 billion\tMissouri\n37\t",{"text":3769,"type":30,"marks":3770},"Morgan Stanley Private Wealth",[3771],{"type":132,"attrs":3772},{"href":3773,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fmorgan-stanley-private-wealth",{"text":3775,"type":30},"\t5.70 trillion\tNew York\n38\t",{"text":3777,"type":30,"marks":3778},"NFP Retirement",[3779],{"type":132,"attrs":3780},{"href":3781,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fnfp-retirement-financial-advisors",{"text":3783,"type":30},"\t96.50 billion\tNew York\n39\t",{"text":3785,"type":30,"marks":3786},"Northwestern Mutual",[3787],{"type":132,"attrs":3788},{"href":3789,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fnorthwestern-mutual-financial-advisor",{"text":3791,"type":30},"\t262.10 billion\tWisconsin\n40\t",{"text":3793,"type":30,"marks":3794},"Oppenheimer & Co. Inc",[3795],{"type":132,"attrs":3796},{"href":3797,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Foppenheimer-co-inc-review",{"text":3799,"type":30},"\t36.80 billion\tNew York\n41\t",{"text":3801,"type":30,"marks":3802},"Raymond James Financial",[3803],{"type":132,"attrs":3804},{"href":3805,"uuid":3806,"anchor":22,"target":136,"linktype":137,"story":3807},"\u002Fdiscover\u002Ffinancial-advice\u002Fraymond-james-review","8dd58286-a39f-494e-9e9f-f01581631cd1",{"name":3808,"id":3809,"uuid":3806,"slug":3810,"url":3811,"full_slug":3811,"_stopResolving":143},"raymond james review",668602669,"raymond-james-review","discover\u002Ffinancial-advice\u002Fraymond-james-review",{"text":3813,"type":30},"\t215.00 billion\tFlorida\n42\t",{"text":3815,"type":30,"marks":3816},"Rothschild & Co Wealth Advisors",[3817],{"type":132,"attrs":3818},{"href":3819,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Frothschild-co-wealth-advisors",{"text":3821,"type":30},"\t120.00 billion\tNew York\n43\t",{"text":3823,"type":30,"marks":3824},"State Street Global Advisors",[3825],{"type":132,"attrs":3826},{"href":3827,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fstate-street-global-advisors",{"text":3829,"type":30},"\t3.60 trillion\tMassachusetts\n44\tStifel Financial Corp\t436.00 billion\tMissouri\n45\t",{"text":3831,"type":30,"marks":3832},"Summit Rock",[3833],{"type":132,"attrs":3834},{"href":3835,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fsummit-rock-financial-advisors",{"text":3837,"type":30},"\t19.90 billion\tNew York\n46\t",{"text":3839,"type":30,"marks":3840},"T. Rowe Price",[3841],{"type":132,"attrs":3842},{"href":3843,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Ftroweprice",{"text":3845,"type":30},"\t1.63 trillion\tMaryland\n47\t",{"text":3847,"type":30,"marks":3848},"Treasury Partners",[3849],{"type":132,"attrs":3850},{"href":3851,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Ftreasury-partners-financial-advisors",{"text":3853,"type":30},"\t24.70 billion\tNew York\n48\t",{"text":3855,"type":30,"marks":3856},"UBS Wealth Management",[3857],{"type":132,"attrs":3858},{"href":3859,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fubs-wealth-management",{"text":3861,"type":30},"\t5.00 trillion\tNew York\n49\t",{"text":3863,"type":30,"marks":3864},"Vanguard",[3865],{"type":132,"attrs":3866},{"href":1319,"uuid":22,"anchor":22,"target":136,"linktype":631},{"text":3868,"type":30},"\t9.30 trillion\tPennsylvania\n50\t",{"text":3870,"type":30,"marks":3871},"Wells Fargo Financial Advisors",[3872],{"type":132,"attrs":3873},{"href":3874,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fwells-fargo-financial-advisors",{"text":3876,"type":30},"\t558.50 billion\tMissouri","10","Search by name",{"_uid":3880,"data":3881,"component":184},"0a5fc692-9224-48c3-80b9-fb36a73debe4",{"type":20,"attrs":3882,"content":3883},{"backgroundColor":22},[3884,3889,3897,3948,3955,3971,3976,3983],{"type":119,"attrs":3885,"content":3886},{"level":121,"textAlign":22},[3887],{"text":3888,"type":30},"How to choose a financial advisor firm: How to find a good financial advisor?",{"type":119,"attrs":3890,"content":3892},{"level":3891,"textAlign":22},3,[3893],{"text":3894,"type":30,"marks":3895},"How to vet a firm",[3896],{"type":44},{"type":3898,"attrs":3899,"content":3900},"ordered_list",{"order":3043},[3901,3908,3927,3934,3941],{"type":35,"content":3902},[3903],{"type":25,"attrs":3904,"content":3905},{"textAlign":22},[3906],{"text":3907,"type":30},"Confirm the firm's registration with the SEC or FINRA.",{"type":35,"content":3909},[3910],{"type":25,"attrs":3911,"content":3912},{"textAlign":22},[3913,3915,3919,3921,3925],{"text":3914,"type":30},"Read ",{"text":3916,"type":30,"marks":3917},"Form ADV Part 2A",[3918],{"type":44},{"text":3920,"type":30}," and ",{"text":3922,"type":30,"marks":3923},"Form CRS",[3924],{"type":44},{"text":3926,"type":30}," to understand fees, services, and conflicts of interest.",{"type":35,"content":3928},[3929],{"type":25,"attrs":3930,"content":3931},{"textAlign":22},[3932],{"text":3933,"type":30},"Ask how the advisor is compensated (fee-only or fee-based).",{"type":35,"content":3935},[3936],{"type":25,"attrs":3937,"content":3938},{"textAlign":22},[3939],{"text":3940,"type":30},"Confirm whether they act as a fiduciary.",{"type":35,"content":3942},[3943],{"type":25,"attrs":3944,"content":3945},{"textAlign":22},[3946],{"text":3947,"type":30},"Check any minimum account requirements.",{"type":119,"attrs":3949,"content":3950},{"level":3891,"textAlign":22},[3951],{"text":3952,"type":30,"marks":3953},"Credentials to look for",[3954],{"type":44},{"type":25,"attrs":3956,"content":3957},{"textAlign":22},[3958,3960,3964,3965,3969],{"text":3959,"type":30},"Common qualifications include ",{"text":3961,"type":30,"marks":3962},"CFP®, CFA, CPA\u002FPFS, ChFC,",[3963],{"type":44},{"text":3920,"type":30},{"text":3966,"type":30,"marks":3967},"RICP",[3968],{"type":44},{"text":3970,"type":30},".",{"type":25,"attrs":3972,"content":3973},{"textAlign":22},[3974],{"text":3975,"type":30},"Compare a few firms before deciding, and choose one that best matches your financial goals and needs.your own circumstances before you commit.\"",{"type":119,"attrs":3977,"content":3978},{"level":3891,"textAlign":22},[3979],{"text":3980,"type":30,"marks":3981},"Where to search",[3982],{"type":44},{"type":32,"content":3984},[3985,3996,4007,4018],{"type":35,"content":3986},[3987],{"type":25,"attrs":3988,"content":3989},{"textAlign":22},[3990,3994],{"text":3991,"type":30,"marks":3992},"SEC Investment Adviser Public Disclosure (IAPD):",[3993],{"type":44},{"text":3995,"type":30}," Verify registered investment advisor firms and review their filings.",{"type":35,"content":3997},[3998],{"type":25,"attrs":3999,"content":4000},{"textAlign":22},[4001,4005],{"text":4002,"type":30,"marks":4003},"FINRA BrokerCheck:",[4004],{"type":44},{"text":4006,"type":30}," Check brokers, brokerage firms, and disciplinary history.",{"type":35,"content":4008},[4009],{"type":25,"attrs":4010,"content":4011},{"textAlign":22},[4012,4016],{"text":4013,"type":30,"marks":4014},"CFP Board:",[4015],{"type":44},{"text":4017,"type":30}," Verify whether an advisor holds the CFP® certification.",{"type":35,"content":4019},[4020],{"type":25,"attrs":4021,"content":4022},{"textAlign":22},[4023,4027],{"text":4024,"type":30,"marks":4025},"Unbiased:",[4026],{"type":44},{"text":4028,"type":30}," Get matched with an SEC-regulated financial advisor based on your needs below.",{"pro":443,"url":4030,"_uid":4032,"text":446,"variant":4033,"component":4034},{"id":275,"url":445,"linktype":631,"fieldtype":4031,"cached_url":445},"multilink","a936f362-33b4-414d-8605-d6079c802b4c","primary","article-cta-button",{"_uid":4036,"text":4037,"component":4038},"8a5ae6e6-7e4d-422b-9931-222b5556592f","Frequently asked questions","article-subheading",{"_uid":4040,"component":15,"accordions":4041},"637615c9-df85-4145-a818-234b01c17280",[4042,4064,4096,4113,4169,4205,4315],{"_uid":4043,"text":4044,"title":4063,"component":112},"4ef1576c-c4bc-4c5f-bc73-a3b99e51335e",{"type":20,"content":4045},[4046],{"type":25,"attrs":4047,"content":4048},{"textAlign":22},[4049,4051,4055,4057,4061],{"text":4050,"type":30},"A ",{"text":4052,"type":30,"marks":4053},"fiduciary advisor",[4054],{"type":44},{"text":4056,"type":30}," is legally required to act in your best interest when giving financial advice. A ",{"text":4058,"type":30,"marks":4059},"non-fiduciary advisor",[4060],{"type":44},{"text":4062,"type":30}," may only need to recommend investments that are suitable for you, even if they are not the best option available.","What is the difference between a fiduciary and a non-fiduciary advisor?",{"_uid":4065,"text":4066,"title":4095,"component":112},"ea9476c8-6c61-4407-974c-697a9a0176a7",{"type":20,"content":4067},[4068,4088],{"type":25,"content":4069},[4070,4075,4083],{"text":4071,"type":30,"marks":4072},"There is no one-size-fits-all for ",[4073],{"type":145,"attrs":4074},{"color":275},{"text":4076,"type":30,"marks":4077},"financial advisor fees",[4078,4081],{"type":132,"attrs":4079},{"href":4080,"uuid":22,"anchor":22,"target":22,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fhow-much-should-financial-advice-cost",{"type":145,"attrs":4082},{"color":275},{"text":4084,"type":30,"marks":4085},". Each financial advisor or advisory firm sets their own rates based on experience, resources, specialization, and skill level. The amount can also vary depending on if the advisor is independent or an employee of a financial advisory firm. The fee structure typically used includes hourly fees, commission, fixed fee, and percentage of assets.   ",[4086],{"type":145,"attrs":4087},{"color":275},{"type":25,"content":4089},[4090],{"text":4091,"type":30,"marks":4092},"When first speaking with your financial advisor, it’s crucial that you ask about their fee structure to ensure they’re the right fit for you.",[4093],{"type":145,"attrs":4094},{"color":275},"How much does a financial advisor cost?",{"_uid":4097,"text":4098,"title":4112,"component":112},"5728275e-1aac-4157-a53c-69fcb756ec97",{"type":20,"content":4099},[4100],{"type":25,"content":4101},[4102,4104,4110],{"text":4103,"type":30},"The main difference between a ",{"text":4105,"type":30,"marks":4106},"financial advisor and a financial planner",[4107],{"type":132,"attrs":4108},{"href":4109,"uuid":22,"anchor":22,"target":22,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Ffinancial-advisor-vs-financial-planner",{"text":4111,"type":30}," is that the former may offer financial guidance on investments and financial matters and help with big financial decisions such as saving for retirement or buying a home. In contrast, a financial planner focuses on creating personalized financial plans for their clients.  ","What is the difference between a financial planner and a financial advisor?",{"_uid":4114,"text":4115,"title":4168,"component":112},"06319721-fb44-425c-ab0e-3f84bd5da942",{"type":20,"content":4116},[4117,4125,4152,4160],{"type":25,"attrs":4118,"content":4119},{"textAlign":22},[4120],{"text":4121,"type":30,"marks":4122},"Whether or not you’d be better with a robo-advisor, online financial planning service, or an in-person financial advisor comes down to your own preferences and circumstances.",[4123],{"type":145,"attrs":4124},{"color":275},{"type":25,"attrs":4126,"content":4127},{"textAlign":22},[4128,4133,4147],{"text":4129,"type":30,"marks":4130},"For instance, you could be better suited to a ",[4131],{"type":145,"attrs":4132},{"color":275},{"text":4134,"type":30,"marks":4135},"robo-advisor",[4136,4145],{"type":132,"attrs":4137},{"href":4138,"uuid":4139,"anchor":22,"target":136,"linktype":137,"story":4140},"\u002Fdiscover\u002Ffinancial-advice\u002Fbest-robo-advisors","f73492c0-bcc0-4243-a4de-cc85fca28178",{"name":4141,"id":4142,"uuid":4139,"slug":4143,"url":4144,"full_slug":4144,"_stopResolving":143},"Best robo advisors",69207340575793,"best-robo-advisors","discover\u002Ffinancial-advice\u002Fbest-robo-advisors",{"type":145,"attrs":4146},{"color":275},{"text":4148,"type":30,"marks":4149}," if you have limited investment experience and only require investment management or simply want to go down the low-cost route.   ",[4150],{"type":145,"attrs":4151},{"color":275},{"type":25,"attrs":4153,"content":4154},{"textAlign":22},[4155],{"text":4156,"type":30,"marks":4157},"However, when it comes to complex investment decisions and financial planning, there’s a lot to be said for one-to-one human contact.  ",[4158],{"type":145,"attrs":4159},{"color":275},{"type":25,"attrs":4161,"content":4162},{"textAlign":22},[4163],{"text":4164,"type":30,"marks":4165},"Face-to-face relationships, such as meeting with a financial advisor, build trust and understanding and can help advisors truly understand your needs. They take the time to understand your circumstances and work with you to create a plan to reach your financial goals. ",[4166],{"type":145,"attrs":4167},{"color":275},"Should I choose a robo-advisor, online financial planning service or in-person financial planner?",{"_uid":4170,"text":4171,"title":4204,"component":112},"abd52d2b-d977-42df-a6fa-76db53d2aefa",{"type":20,"content":4172},[4173],{"type":25,"attrs":4174,"content":4175},{"textAlign":22},[4176,4178,4189,4190,4195,4197,4202],{"text":4177,"type":30},"For retirees, the focus is often on preserving wealth, generating income, and managing risk. ",{"text":3746,"type":30,"marks":4179},[4180],{"type":132,"attrs":4181},{"href":4182,"uuid":4183,"anchor":22,"target":136,"linktype":137,"story":4184},"\u002Fdiscover\u002Ffinancial-advice\u002Fmercer-financial-advisor","f4d8c779-2903-4091-9c30-4cf5bfe665c8",{"name":4185,"id":4186,"uuid":4183,"slug":4187,"url":4188,"full_slug":4188,"_stopResolving":143},"Mercer financial advisor",487104760,"mercer-financial-advisor","discover\u002Ffinancial-advice\u002Fmercer-financial-advisor",{"text":2243,"type":30},{"text":1656,"type":30,"marks":4191},[4192],{"type":132,"attrs":4193},{"href":1660,"uuid":1661,"anchor":22,"target":136,"linktype":137,"story":4194},{"name":1663,"id":1664,"uuid":1661,"slug":1665,"url":1666,"full_slug":1666,"_stopResolving":143},{"text":4196,"type":30},", and ",{"text":2195,"type":30,"marks":4198},[4199],{"type":132,"attrs":4200},{"href":2199,"uuid":2200,"anchor":22,"target":136,"linktype":137,"story":4201},{"name":2202,"id":2203,"uuid":2200,"slug":2204,"url":2205,"full_slug":2205,"_stopResolving":143},{"text":4203,"type":30}," stand out for retirees because they offer individualized retirement planning, estate planning, and tax-efficient strategies to ensure a secure financial future.","Who are the best financial advisors for retirement?",{"_uid":4206,"text":4207,"title":4314,"component":112},"bce64cf7-ac2f-484c-9bb1-3db0dda5805a",{"type":20,"attrs":4208,"content":4209},{"backgroundColor":22},[4210,4215,4220],{"type":25,"attrs":4211,"content":4212},{"textAlign":22},[4213],{"text":4214,"type":30},"Financial planning is the process of creating a strategy to help you achieve your financial goals. It typically covers budgeting, investing, retirement planning, taxes, insurance, and estate planning, ensuring all parts of your finances work together.",{"type":25,"attrs":4216,"content":4217},{"textAlign":22},[4218],{"text":4219,"type":30},"Some of the top financial planning firms include:",{"type":32,"content":4221},[4222,4241,4275],{"type":35,"content":4223},[4224],{"type":25,"attrs":4225,"content":4226},{"textAlign":22},[4227,4239],{"text":3166,"type":30,"marks":4228},[4229,4238],{"type":132,"attrs":4230},{"href":4231,"uuid":4232,"anchor":22,"target":136,"linktype":137,"story":4233},"\u002Fdiscover\u002Ffinancial-advice\u002Ffacet-wealth-review","12bf1529-bcf7-4433-b26e-a8ec2a924209",{"name":4234,"id":4235,"uuid":4232,"slug":4236,"url":4237,"full_slug":4237,"_stopResolving":143},"Facet Wealth review",91501363066108,"facet-wealth-review","discover\u002Ffinancial-advice\u002Ffacet-wealth-review",{"type":44},{"text":4240,"type":30},", which offers CFP-led financial planning through a flat annual membership.",{"type":35,"content":4242},[4243],{"type":25,"attrs":4244,"content":4245},{"textAlign":22},[4246,4252,4253,4265,4266,4273],{"text":129,"type":30,"marks":4247},[4248,4251],{"type":132,"attrs":4249},{"href":134,"uuid":135,"anchor":22,"target":136,"linktype":137,"story":4250},{"name":139,"id":140,"uuid":135,"slug":141,"url":142,"full_slug":142,"_stopResolving":143},{"type":44},{"text":2243,"type":30},{"text":3863,"type":30,"marks":4254},[4255,4264],{"type":132,"attrs":4256},{"href":4257,"uuid":4258,"anchor":22,"target":136,"linktype":137,"story":4259},"\u002Fdiscover\u002Ffinancial-advice\u002Fvanguard-financial-advisor","da21a691-7a56-4ba4-aa11-85287c7574f9",{"name":4260,"id":4261,"uuid":4258,"slug":4262,"url":4263,"full_slug":4263,"_stopResolving":143},"Vanguard financial advisor review",421857346,"vanguard-financial-advisor","discover\u002Ffinancial-advice\u002Fvanguard-financial-advisor",{"type":44},{"text":4196,"type":30},{"text":4267,"type":30,"marks":4268},"Schwab",[4269,4272],{"type":132,"attrs":4270},{"href":2199,"uuid":2200,"anchor":22,"target":136,"linktype":137,"story":4271},{"name":2202,"id":2203,"uuid":2200,"slug":2204,"url":2205,"full_slug":2205,"_stopResolving":143},{"type":44},{"text":4274,"type":30},", which combine financial planning with investment management for a percentage-based fee.",{"type":35,"content":4276},[4277],{"type":25,"attrs":4278,"content":4279},{"textAlign":22},[4280,4286,4287,4299,4300,4312],{"text":1345,"type":30,"marks":4281},[4282,4285],{"type":132,"attrs":4283},{"href":1349,"uuid":1350,"anchor":22,"target":136,"linktype":137,"story":4284},{"name":1352,"id":1353,"uuid":1350,"slug":1354,"url":1355,"full_slug":1355,"_stopResolving":143},{"type":44},{"text":2243,"type":30},{"text":2947,"type":30,"marks":4288},[4289,4298],{"type":132,"attrs":4290},{"href":4291,"uuid":4292,"anchor":22,"target":136,"linktype":137,"story":4293},"\u002Fdiscover\u002Ffinancial-advice\u002Fcreative-planning-review","66511e14-6679-438d-a246-3a9878a25f96",{"name":4294,"id":4295,"uuid":4292,"slug":4296,"url":4297,"full_slug":4297,"_stopResolving":143},"Creative Planning Review",504480505,"creative-planning-review","discover\u002Ffinancial-advice\u002Fcreative-planning-review",{"type":44},{"text":4196,"type":30},{"text":2719,"type":30,"marks":4301},[4302,4311],{"type":132,"attrs":4303},{"href":4304,"uuid":4305,"anchor":22,"target":136,"linktype":137,"story":4306},"\u002Fdiscover\u002Ffinancial-advice\u002Fedelman-financial-engines","a6b7849c-1eb4-437d-82c7-6ac0b0c42b93",{"name":4307,"id":4308,"uuid":4305,"slug":4309,"url":4310,"full_slug":4310,"_stopResolving":143},"Edelman financial engines",541724945,"edelman-financial-engines","discover\u002Ffinancial-advice\u002Fedelman-financial-engines",{"type":44},{"text":4313,"type":30},", which provide comprehensive planning by integrating investment, tax, estate, and insurance advice.","What are the top financial planning firms?",{"_uid":4316,"text":4317,"title":4360,"component":112},"b093b649-a7d8-4abd-a3b7-e32ad37c839f",{"type":20,"attrs":4318,"content":4319},{"backgroundColor":22},[4320,4325,4330,4335,4340,4345,4350,4355],{"type":25,"attrs":4321,"content":4322},{"textAlign":22},[4323],{"text":4324,"type":30},"Choosing a retirement planning advisor isn't the same as choosing an advisor to grow a portfolio, because the questions shift from accumulation to income, tax, and timing.",{"type":25,"attrs":4326,"content":4327},{"textAlign":22},[4328],{"text":4329,"type":30},"What to look for in a retirement planning advisor",{"type":25,"attrs":4331,"content":4332},{"textAlign":22},[4333],{"text":4334,"type":30},"- Income planning: How the firm builds a withdrawal strategy across taxable, tax-deferred, and Roth accounts.",{"type":25,"attrs":4336,"content":4337},{"textAlign":22},[4338],{"text":4339,"type":30},"- Social Security and pension timing: Whether claiming decisions are modeled as part of the plan.",{"type":25,"attrs":4341,"content":4342},{"textAlign":22},[4343],{"text":4344,"type":30},"- Required minimum distributions: Whether RMDs are tracked and coordinated with charitable giving or Roth conversions.",{"type":25,"attrs":4346,"content":4347},{"textAlign":22},[4348],{"text":4349,"type":30},"- Healthcare and long-term care: Whether Medicare choices and care costs are covered.",{"type":25,"attrs":4351,"content":4352},{"textAlign":22},[4353],{"text":4354,"type":30},"- Tax coordination: Whether tax preparation and planning sit in-house or with a third party.",{"type":25,"attrs":4356,"content":4357},{"textAlign":22},[4358],{"text":4359,"type":30},"The best retirement planners aren't the ones with the biggest asset base — they're the ones whose process fits your circumstances. Compare two or three, and take advice from a qualified financial advisor before making irreversible decisions such as a rollover or an annuity purchase.","What is a retirement planning advisor?",{"_uid":4362,"data":4363,"component":184},"60ee7dd9-9ee8-4a35-94bc-74dce931a49b",{"type":20,"attrs":4364,"content":4365},{"backgroundColor":22},[4366],{"type":25,"attrs":4367,"content":4368},{"textAlign":22},[4369,4374],{"text":4370,"type":30,"marks":4371},"Fact ",[4372],{"type":4373},"italic",{"text":4375,"type":30,"marks":4376},"checked 09\u002F24\u002F2026",[4377,4380],{"type":145,"attrs":4378},{"color":4379},"#454745",{"type":4373},[4382],{"_uid":4383,"image":4384,"title":4388,"component":4413,"breadcrumbs":143,"hideHeroImage":143},"ba33ae6f-36f4-4781-9dc3-847bb3949b52",{"id":4385,"alt":275,"name":275,"focus":275,"title":275,"source":275,"filename":4386,"copyright":275,"fieldtype":441,"meta_data":4387,"is_external_url":443},17889629,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F1196x799\u002F8438982867\u002F8-best-financial-advisors.webp",{},{"type":20,"attrs":4389,"content":4390},{"backgroundColor":22},[4391],{"type":25,"attrs":4392,"content":4393},{"textAlign":22},[4394,4399,4408],{"text":4395,"type":30,"marks":4396},"Top 10 ",[4397],{"type":145,"attrs":4398},{"color":1912},{"text":4400,"type":30,"marks":4401},"financial advisor firms ",[4402,4404],{"type":145,"attrs":4403},{"color":1912},{"type":4405,"attrs":4406},"styled",{"class":4407},"primary-gradient",{"text":4409,"type":30,"marks":4410},"2026",[4411],{"type":145,"attrs":4412},{"color":1912},"app-hero",{"name":4415,"created_at":4416,"published_at":4417,"updated_at":4418,"id":4419,"uuid":4420,"content":4421,"slug":4430,"full_slug":4431,"sort_by_date":22,"position":4432,"tag_list":4433,"is_startpage":443,"parent_id":4434,"meta_data":22,"group_id":4435,"first_published_at":4436,"release_id":22,"lang":4437,"path":22,"alternates":4438,"default_full_slug":22,"translated_slugs":22,"_stopResolving":143},"Unbiased team","2024-01-18T11:49:29.332Z","2024-01-24T16:17:31.264Z","2024-01-24T16:17:31.285Z",429182198,"a38620a4-ad81-47d5-b2fe-9fe933abd010",{"job":4422,"_uid":4423,"name":4415,"image":4424,"component":4428,"description":4429},"Writers","a6e3129c-eeee-4438-8204-797883981521",{"id":4425,"alt":275,"name":275,"focus":275,"title":275,"source":275,"filename":4426,"copyright":275,"fieldtype":441,"meta_data":4427,"is_private":275,"is_external_url":443},13850198,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F400x400\u002F232c6cb764\u002Funbiased-team.jpg",{},"article-author","Our team of writers, who have decades of experience writing about personal finance, including investing and retirement, are here to help you find out what you must know about life’s biggest financial decisions.","unbiased-team","authors\u002Funbiased-team",-10,[],224651374,"170282a1-0fe6-4cf3-ab19-04639ed3474c","2023-04-03T07:50:42.397Z","default",[],[4440,4456],{"_uid":4441,"list":4442,"image":4443,"cta_link":445,"cta_text":4448,"component":4449,"visibility":275,"window_label":275,"window_title":4450},"46df6f61-b176-4242-9a76-fd87783c2209","Answer a few questions\nFind your perfect match\nFree initial consultation",{"id":4444,"alt":4445,"name":275,"focus":275,"title":4445,"source":275,"filename":4446,"copyright":275,"fieldtype":441,"meta_data":4447,"is_external_url":443},65270858779696,"Match with a financial advisor using our smart matching tool","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002Fx\u002F50a604c4c3\u002Fregular_mf.webm",{"alt":4445,"title":4445,"source":275,"copyright":275},"Match with a financial advisor","app-banner",{"type":20,"content":4451},[4452],{"type":25,"content":4453},[4454],{"text":4455,"type":30},"Find the best financial advisor",{"_uid":4457,"body":4458,"title":4481,"component":4482},"897ae51b-3f5f-457e-bba1-1177b9924492",[4459,4462,4465,4468,4471,4473,4476,4478],{"_uid":4460,"href":435,"text":139,"component":4461,"openInNewWindow":143},"2ce6784d-8df8-4ab7-a4ef-adc35b617ace","app-link",{"_uid":4463,"href":718,"text":4464,"component":4461,"openInNewWindow":143},"8429cf5d-6f2a-4ca4-a6ae-91c05844e577","Fisher Investments review",{"_uid":4466,"href":4467,"text":4234,"component":4461,"openInNewWindow":143},"7df18dc2-bec5-4f90-a138-027ba7a7354f","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Ffacet-wealth-review",{"_uid":4469,"href":1319,"text":4470,"component":4461,"openInNewWindow":143},"8602452c-83f1-4f00-a805-a44feb47d4ef","Vanguard Personal Advisor review",{"_uid":4472,"href":1630,"text":1352,"component":4461,"openInNewWindow":143},"321843bc-cc4d-4dad-82b6-4589d0460508",{"_uid":4474,"href":1888,"text":4475,"component":4461,"openInNewWindow":143},"f863659e-629f-4ddd-8748-f365bb8f038e","Edward Jones financial advisor review",{"_uid":4477,"href":2170,"text":1925,"component":4461,"openInNewWindow":143},"6ee5eb7b-9205-45a9-af18-9b580abb63eb",{"_uid":4479,"href":2490,"text":4480,"component":4461,"openInNewWindow":143},"c908c860-4753-4a70-986b-6531478d4a14","Schwab Wealth Advisory review","Related articles","app-links-list",{"title":4484,"plugin":4485,"og_image":275,"og_title":275,"description":4486,"twitter_image":275,"twitter_title":275,"og_description":275,"twitter_description":275},"Best Financial Advisors for 2026","seo_metatags","Our article has pulled together the top financial advisor firms in the US, helping you discover who is the most trustworthy financial advisor for your needs and the best financial advisors for retirement by comparing features, pricing, and overall pros and cons.",{"name":4488,"created_at":4489,"published_at":4490,"updated_at":4491,"id":4492,"uuid":4493,"content":4494,"slug":4502,"full_slug":4503,"sort_by_date":22,"position":4432,"tag_list":4504,"is_startpage":443,"parent_id":4434,"meta_data":22,"group_id":4505,"first_published_at":4436,"release_id":22,"lang":4437,"path":22,"alternates":4506,"default_full_slug":22,"translated_slugs":22,"_stopResolving":143},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":4495,"_uid":4423,"name":4488,"image":4496,"component":4428,"education":4499,"expertise":4500,"description":4501},"Senior Content Writer",{"id":4497,"alt":275,"name":275,"focus":275,"title":275,"filename":4498,"copyright":275,"fieldtype":441,"is_external_url":443},7792663,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F1199x1257\u002F2401746255\u002Frachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors\u002Frachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article","2026-08-06 00:00",[],[],"Read our financial advisor reviews to compare 10 top US financial advisor firms and find the right support for your financial goals.",[],"best-financial-advisor-test","discover\u002Ffinancial-advice\u002Fbest-financial-advisor-test",-7180,[],365590167,"95e43b0d-8b58-4af1-ac6e-5add356593b0",[],{"name":4521,"created_at":4522,"published_at":4523,"updated_at":4524,"id":4525,"uuid":4526,"content":4527,"slug":5417,"full_slug":5417,"sort_by_date":22,"position":5418,"tag_list":5419,"is_startpage":443,"parent_id":5420,"meta_data":22,"group_id":5421,"first_published_at":5422,"release_id":22,"lang":4437,"path":22,"alternates":5423,"default_full_slug":22,"translated_slugs":22},"App configuration","2022-11-24T11:24:28.448Z","2026-10-19T10:39:51.122Z","2026-10-19T10:39:51.142Z",224651377,"a6261810-1b4d-4071-a43d-805ea558bf15",{"_uid":4528,"href":275,"text":275,"component":4529,"advisorCTA":4530,"headerMenu":4548,"footerLinks":5146,"loginLinkUrl":5164,"advisorCTAUrl":5165,"footerColumns":5166,"loginLinkText":275,"proHeaderMenu":5246,"FooterRichText":5328,"advisorCTALink":4540,"advisorCTAText":5341,"openInNewWindow":443,"footerLegalLinks":5342,"geoWarningCTAUrl":5359,"footerDisclaimer1":275,"footerDisclaimer2":5360,"footerDisclaimer3":275,"footerSocialLinks":5361,"geoWarningCTALink":5382,"geoWarningCTAText":5383,"FooterStickyBanner":5384,"geoWarningCTAClose":5385,"geoWarningCTATitle":5386,"SpeakToAdvisorWidget":5387,"newsletterSignupWidget":5397},"cb57aa4d-0af2-49b3-8b8f-16521700f0a8","app-configuration",{"type":20,"content":4531},[4532],{"type":25,"content":4533},[4534,4539],{"text":4535,"type":30,"marks":4536},"Are you an adviser? ",[4537],{"type":4405,"attrs":4538},{"class":275},{"text":4540,"type":30,"marks":4541},"Go to Unbiased Pro",[4542,4545,4546],{"type":132,"attrs":4543},{"href":4544,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fpro",{"type":44},{"type":4405,"attrs":4547},{"class":275},[4549,4756,4879,4977,5048],{"CTA":4550,"_uid":4566,"title":4567,"component":4568,"overview_link":4569,"main_section_links":4583,"main_section_title":4636,"additional_section_links":4637,"additional_section_title":4755},[4551],{"_uid":4552,"link":4553,"component":4565},"226f3eac-ab60-4573-b8ae-3425a6cd12f8",{"type":20,"content":4554},[4555],{"type":25,"attrs":4556,"content":4557},{"textAlign":22},[4558],{"text":4559,"type":30,"marks":4560},"Find a financial advisor near me ",[4561],{"type":132,"attrs":4562},{"href":4563,"uuid":4564,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Ffinancial-advice\u002Ffind-a-financial-advisor-near-me","ecbad03f-43f9-48db-af9c-1e63b145b2d9","app-link-rich","6ee9fa7a-ee9d-4a0d-b913-99f9ee1b6e05","Financial Advice","app-header-menu-item-dropdown",[4570],{"_uid":4571,"link":4572,"component":4565},"91b4e023-f3d0-49ba-9748-f63e5fac2b1f",{"type":20,"content":4573},[4574],{"type":25,"content":4575},[4576],{"text":4577,"type":30,"marks":4578},"All financial advice guides",[4579],{"type":132,"attrs":4580},{"href":4581,"uuid":4582,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Ffinancial-advice\u002F","34bbfdfd-544e-42d2-aebd-78a15ad88cba",[4584,4597,4608,4621],{"_uid":4585,"link":4586,"component":4565},"9f8d25a8-d93c-4d4a-a4c0-a63e37483485",{"type":20,"content":4587},[4588],{"type":25,"content":4589},[4590],{"text":4591,"type":30,"marks":4592},"Top investment companies",[4593],{"type":132,"attrs":4594},{"href":4595,"uuid":4596,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Ffinancial-advice\u002Ftop-investment-companies","3b175b31-cbbf-48ec-8faa-9cfd540973df",{"_uid":4598,"link":4599,"component":4565},"85fbb733-400d-421b-afaf-5d85ae69bb31",{"type":20,"content":4600},[4601],{"type":25,"content":4602},[4603],{"text":4604,"type":30,"marks":4605},"Top Robo-Advisors",[4606],{"type":132,"attrs":4607},{"href":4138,"uuid":4139,"anchor":22,"target":136,"linktype":137},{"_uid":4609,"link":4610,"component":4565},"9bfc68dd-ea47-48cf-a9ae-58589bbba599",{"type":20,"content":4611},[4612],{"type":25,"content":4613},[4614],{"text":4615,"type":30,"marks":4616},"Top financial advisor firms",[4617],{"type":132,"attrs":4618},{"href":4619,"uuid":4620,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Ffinancial-advice\u002Fbest-financial-advisor","cd1dd08f-886e-453d-babc-4a707c50b530",{"_uid":4622,"link":4623,"component":4565},"dea791c8-aa54-4a1b-8ac8-a7de2006036b",{"type":20,"content":4624},[4625],{"type":25,"content":4626},[4627],{"text":4628,"type":30,"marks":4629},"Top wealth management firms",[4630,4634],{"type":132,"attrs":4631},{"href":4632,"uuid":4633,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Ffinancial-advice\u002Ftop-wealth-management-firms","b1e6000d-ed2b-4fc8-bbb2-7e803f4b512f",{"type":145,"attrs":4635},{"color":238},"Get help with",[4638,4651,4664,4677,4690,4703,4716,4729,4742],{"_uid":4639,"link":4640,"component":4565},"da0213f0-11d5-4a2c-bca9-0d3093e8a05e",{"type":20,"content":4641},[4642],{"type":25,"attrs":4643,"content":4644},{"textAlign":22},[4645],{"text":4646,"type":30,"marks":4647},"Financial advisors in New York City",[4648],{"type":132,"attrs":4649},{"href":4650,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fnew-york\u002Fnew-york-city",{"_uid":4652,"link":4653,"component":4565},"5a0a0472-8a99-4e59-93d6-21b3a2fd4225",{"type":20,"content":4654},[4655],{"type":25,"attrs":4656,"content":4657},{"textAlign":22},[4658],{"text":4659,"type":30,"marks":4660},"Financial advisors in Baltimore",[4661],{"type":132,"attrs":4662},{"href":4663,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fmaryland\u002Fbaltimore",{"_uid":4665,"link":4666,"component":4565},"e02b17a0-e4ea-48ec-b577-b22879707274",{"type":20,"content":4667},[4668],{"type":25,"attrs":4669,"content":4670},{"textAlign":22},[4671],{"text":4672,"type":30,"marks":4673},"Financial advisors in Chicago",[4674],{"type":132,"attrs":4675},{"href":4676,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fillinois\u002Fchicago",{"_uid":4678,"link":4679,"component":4565},"05fb4acb-dfd7-49cf-8cc0-8b58a4461bec",{"type":20,"content":4680},[4681],{"type":25,"attrs":4682,"content":4683},{"textAlign":22},[4684],{"text":4685,"type":30,"marks":4686},"Financial advisors in Los Angeles",[4687],{"type":132,"attrs":4688},{"href":4689,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fcalifornia\u002Flos-angeles",{"_uid":4691,"link":4692,"component":4565},"ccdf1c95-d5e8-4e7c-8957-0f0414616ccb",{"type":20,"content":4693},[4694],{"type":25,"attrs":4695,"content":4696},{"textAlign":22},[4697],{"text":4698,"type":30,"marks":4699},"Financial advisors in Houston",[4700],{"type":132,"attrs":4701},{"href":4702,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Ftexas\u002Fhouston",{"_uid":4704,"link":4705,"component":4565},"51f49e8b-4665-4428-b703-91a50f271b22",{"type":20,"content":4706},[4707],{"type":25,"attrs":4708,"content":4709},{"textAlign":22},[4710],{"text":4711,"type":30,"marks":4712},"Financial advisors in Denver",[4713],{"type":132,"attrs":4714},{"href":4715,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fcolorado\u002Fdenver",{"_uid":4717,"link":4718,"component":4565},"0daa321c-70c1-492d-9fb4-db9251a9aeaa",{"type":20,"content":4719},[4720],{"type":25,"attrs":4721,"content":4722},{"textAlign":22},[4723],{"text":4724,"type":30,"marks":4725},"Financial advisors in Florida",[4726],{"type":132,"attrs":4727},{"href":4728,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fflorida",{"_uid":4730,"link":4731,"component":4565},"6a5c7790-3f91-43df-86b5-08329205c23a",{"type":20,"content":4732},[4733],{"type":25,"attrs":4734,"content":4735},{"textAlign":22},[4736],{"text":4737,"type":30,"marks":4738},"Financial advisors in Texas",[4739],{"type":132,"attrs":4740},{"href":4741,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Ftexas",{"_uid":4743,"link":4744,"component":4565},"b17e4254-72a8-40b4-8285-67c795fd0b58",{"type":20,"content":4745},[4746],{"type":25,"attrs":4747,"content":4748},{"textAlign":22},[4749],{"text":4750,"type":30,"marks":4751},"Financial advisors in Connecticut",[4752],{"type":132,"attrs":4753},{"href":4754,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fconnecticut","More resources",{"CTA":4757,"_uid":4770,"title":4771,"component":4568,"overview_link":4772,"main_section_links":4786,"main_section_title":4636,"additional_section_links":4839,"additional_section_title":4755},[4758],{"_uid":4759,"link":4760,"component":4565},"8e607e09-445b-4f4c-9615-e8d266f35612",{"type":20,"content":4761},[4762],{"type":25,"content":4763},[4764],{"text":4765,"type":30,"marks":4766},"Find an advisor",[4767],{"type":132,"attrs":4768},{"href":4769,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fv2.unbiased.com\u002Finquiry\u002Ffinancial-advisor","85c0c112-23fe-46b2-ae32-196f05710318","Retirement",[4773],{"_uid":4774,"link":4775,"component":4565},"bbf6b9e2-609e-4a82-ab5d-5ad9d07bd1a1",{"type":20,"content":4776},[4777],{"type":25,"content":4778},[4779],{"text":4780,"type":30,"marks":4781},"All retirement guides",[4782],{"type":132,"attrs":4783},{"href":4784,"uuid":4785,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Fretirement\u002F","0580c990-ee0a-4287-ac8d-d2e4689a1051",[4787,4800,4813,4826],{"_uid":4788,"link":4789,"component":4565},"28f1d44a-d98d-4b93-9a4f-3893950dbcc0",{"type":20,"content":4790},[4791],{"type":25,"content":4792},[4793],{"text":4794,"type":30,"marks":4795},"Retiring on $300K",[4796],{"type":132,"attrs":4797},{"href":4798,"uuid":4799,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Fretirement\u002Fcan-you-retire-on-300k","73defa57-75a4-4cf8-8cf7-15ba93619e2c",{"_uid":4801,"link":4802,"component":4565},"9872bd56-d9cb-4b13-88e5-a336f0246043",{"type":20,"content":4803},[4804],{"type":25,"content":4805},[4806],{"text":4807,"type":30,"marks":4808},"Retiring on $500K",[4809],{"type":132,"attrs":4810},{"href":4811,"uuid":4812,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Fretirement\u002Fcan-you-retire-on-500k","33db366d-aae1-49e7-afdd-62751a0fbd10",{"_uid":4814,"link":4815,"component":4565},"48b2cd52-8bf8-4fe3-9a91-835a353cacbb",{"type":20,"content":4816},[4817],{"type":25,"content":4818},[4819],{"text":4820,"type":30,"marks":4821},"Retiring on $800K",[4822],{"type":132,"attrs":4823},{"href":4824,"uuid":4825,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Fretirement\u002Fretiring-with-800k","42a16b7d-6141-4422-8909-87718b57d06d",{"_uid":4827,"link":4828,"component":4565},"68aa3dbb-59d2-4dec-ab2c-8a74355de45d",{"type":20,"content":4829},[4830],{"type":25,"content":4831},[4832],{"text":4833,"type":30,"marks":4834},"Retiring on $1 million",[4835],{"type":132,"attrs":4836},{"href":4837,"uuid":4838,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Fretirement\u002Fcan-you-retire-on-1-million","4a022cdb-ad83-4b88-ab6a-87b8e39f482e",[4840,4853,4866],{"_uid":4841,"link":4842,"component":4565},"544b38e5-ba7a-4b9d-b8e0-86a11eae4381",{"type":20,"content":4843},[4844],{"type":25,"content":4845},[4846],{"text":4847,"type":30,"marks":4848},"Retirement calculator",[4849],{"type":132,"attrs":4850},{"href":4851,"uuid":4852,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Fretirement\u002Fretirement-calculator","e750018f-e90c-4df6-b63a-97268dfdf93c",{"_uid":4854,"link":4855,"component":4565},"20fc13a0-0418-4af1-a0c2-2c647dbbc39e",{"type":20,"content":4856},[4857],{"type":25,"content":4858},[4859],{"text":4860,"type":30,"marks":4861},"Roth IRA calculator",[4862],{"type":132,"attrs":4863},{"href":4864,"uuid":4865,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Fretirement\u002Froth-ira-calculator","58116e58-282b-41cd-8932-b47bebec7568",{"_uid":4867,"link":4868,"component":4565},"5c17edab-55c5-4b48-bddd-7779f22984ec",{"type":20,"content":4869},[4870],{"type":25,"content":4871},[4872],{"text":4873,"type":30,"marks":4874},"What is a 401k",[4875],{"type":132,"attrs":4876},{"href":4877,"uuid":4878,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Finvesting\u002Fwhat-is-a-401k-and-how-does-it-work","342bd874-c9e1-426c-bba7-116d1f9665dc",{"CTA":4880,"_uid":4891,"title":1800,"component":4568,"overview_link":4892,"main_section_links":4906,"main_section_title":4636,"additional_section_links":4963,"additional_section_title":4755},[4881],{"_uid":4882,"link":4883,"component":4565},"aada5723-1aa7-40fc-a2e8-a555f6d924cc",{"type":20,"content":4884},[4885],{"type":25,"content":4886},[4887],{"text":4765,"type":30,"marks":4888},[4889],{"type":132,"attrs":4890},{"href":4769,"uuid":22,"anchor":22,"target":136,"linktype":631},"495763d1-ee75-4112-9ef6-5765d8c6a6be",[4893],{"_uid":4894,"link":4895,"component":4565},"66d9a1fe-709f-46f9-9731-2f59ebccb2cc",{"type":20,"content":4896},[4897],{"type":25,"content":4898},[4899],{"text":4900,"type":30,"marks":4901},"All investing guides",[4902],{"type":132,"attrs":4903},{"href":4904,"uuid":4905,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Finvesting\u002F","740d32ec-309a-43d6-902e-cb1e62bd0fe8",[4907,4921,4935,4949],{"_uid":4908,"link":4909,"component":4565},"f2050b75-554a-4add-a9e6-8bfa544307d6",{"type":20,"content":4910},[4911],{"type":25,"attrs":4912,"content":4913},{"textAlign":22},[4914],{"text":4915,"type":30,"marks":4916},"The best way to invest $20k",[4917],{"type":132,"attrs":4918},{"href":4919,"uuid":4920,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Finvesting\u002Fbest-way-to-invest-20k","d39e5bf4-d7b4-426a-a6f2-b871031e724e",{"_uid":4922,"link":4923,"component":4565},"2fc43030-f262-4a71-99c2-39167ce30cce",{"type":20,"content":4924},[4925],{"type":25,"attrs":4926,"content":4927},{"textAlign":22},[4928],{"text":4929,"type":30,"marks":4930},"The best way to invest $50k",[4931],{"type":132,"attrs":4932},{"href":4933,"uuid":4934,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Finvesting\u002Fthe-best-way-to-invest-50k","abac014e-4ec8-42ae-94a0-64cfdff686d5",{"_uid":4936,"link":4937,"component":4565},"8df420ce-d8dd-4a7a-8947-50fa74ecf8e6",{"type":20,"content":4938},[4939],{"type":25,"attrs":4940,"content":4941},{"textAlign":22},[4942],{"text":4943,"type":30,"marks":4944},"The best way to invest $100k",[4945],{"type":132,"attrs":4946},{"href":4947,"uuid":4948,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Finvesting\u002Fthe-best-way-to-invest-100k","2c6b4fe9-770f-409a-93cd-791df4eb9318",{"_uid":4950,"link":4951,"component":4565},"fed4141f-0a48-4752-9e11-7253956a4418",{"type":20,"content":4952},[4953],{"type":25,"attrs":4954,"content":4955},{"textAlign":22},[4956],{"text":4957,"type":30,"marks":4958},"Investments that pay a monthly income",[4959],{"type":132,"attrs":4960},{"href":4961,"uuid":4962,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Finvesting\u002F12-investments-that-pay-monthly-income","0898e500-1457-4990-be41-57a3c68d3e9f",[4964],{"_uid":4965,"link":4966,"component":4565},"ace14b44-4a28-432f-bf49-e7bd63d0bf4d",{"type":20,"content":4967},[4968],{"type":25,"content":4969},[4970],{"text":4971,"type":30,"marks":4972},"Compound interest calculator",[4973],{"type":132,"attrs":4974},{"href":4975,"uuid":4976,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Finvesting\u002Fcompound-interest-calculator","18ece990-d9e2-4dad-8816-fdd320af3dc0",{"CTA":4978,"_uid":4989,"title":2407,"component":4568,"overview_link":4990,"main_section_links":5004,"main_section_title":4636,"additional_section_links":5047,"additional_section_title":4755},[4979],{"_uid":4980,"link":4981,"component":4565},"be29d26a-051b-4ce8-984b-36035ef7a503",{"type":20,"content":4982},[4983],{"type":25,"content":4984},[4985],{"text":4765,"type":30,"marks":4986},[4987],{"type":132,"attrs":4988},{"href":4769,"uuid":22,"anchor":22,"target":136,"linktype":631},"b04c8a90-f17c-40ea-a4d5-554e8c69aa14",[4991],{"_uid":4992,"link":4993,"component":4565},"482cacd4-2995-4939-8c56-c9a74ea0236b",{"type":20,"content":4994},[4995],{"type":25,"content":4996},[4997],{"text":4998,"type":30,"marks":4999},"All banking guides",[5000],{"type":132,"attrs":5001},{"href":5002,"uuid":5003,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Fbanking\u002F","d8de9283-4031-440b-be2f-01ac9349324e",[5005,5019,5033],{"_uid":5006,"link":5007,"component":4565},"0b07ede1-5220-4d9e-9f85-c474d743a260",{"type":20,"content":5008},[5009],{"type":25,"attrs":5010,"content":5011},{"textAlign":22},[5012],{"text":5013,"type":30,"marks":5014},"What is private banking",[5015],{"type":132,"attrs":5016},{"href":5017,"uuid":5018,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Fbanking\u002Fwhat-is-private-banking","b1c04c35-0a8a-4af5-ace1-672aa41f133d",{"_uid":5020,"link":5021,"component":4565},"caa1ee0a-c417-4cfb-b3d3-025466ab1b98",{"type":20,"content":5022},[5023],{"type":25,"attrs":5024,"content":5025},{"textAlign":22},[5026],{"text":5027,"type":30,"marks":5028},"US income breakdown",[5029],{"type":132,"attrs":5030},{"href":5031,"uuid":5032,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Fbanking\u002Fhow-much-income-puts-you-in-the-top-1-5-or-10","ddda3782-1859-49a4-82ed-935303e2bec6",{"_uid":5034,"link":5035,"component":4565},"6a0937f3-2014-431f-a77c-95e748072003",{"type":20,"content":5036},[5037],{"type":25,"attrs":5038,"content":5039},{"textAlign":22},[5040],{"text":5041,"type":30,"marks":5042},"Cost of living in Florida",[5043],{"type":132,"attrs":5044},{"href":5045,"uuid":5046,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Fbanking\u002Fwhat-is-the-cost-of-living-in-florida","9c970b27-4644-43af-834f-eba5f1ae136a",[],{"CTA":5049,"_uid":5060,"title":5061,"component":4568,"overview_link":5062,"main_section_links":5076,"main_section_title":4636,"additional_section_links":5133,"additional_section_title":4755},[5050],{"_uid":5051,"link":5052,"component":4565},"f2cea9b3-b01d-4bbf-b18b-52a0737eaf3c",{"type":20,"content":5053},[5054],{"type":25,"content":5055},[5056],{"text":4765,"type":30,"marks":5057},[5058],{"type":132,"attrs":5059},{"href":4769,"uuid":22,"anchor":22,"target":136,"linktype":631},"a5e4b27e-1713-42d5-9597-6882a94968c0","Taxes",[5063],{"_uid":5064,"link":5065,"component":4565},"40d47d8f-3a14-4596-9d64-337daeb3fbf5",{"type":20,"content":5066},[5067],{"type":25,"content":5068},[5069],{"text":5070,"type":30,"marks":5071},"All tax guides",[5072],{"type":132,"attrs":5073},{"href":5074,"uuid":5075,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Ftaxes\u002F","cff941f3-03a9-464a-b168-0d9b1eef9ce4",[5077,5091,5105,5119],{"_uid":5078,"link":5079,"component":4565},"e366294b-be7d-47bb-b127-25b39aab3467",{"type":20,"content":5080},[5081],{"type":25,"attrs":5082,"content":5083},{"textAlign":22},[5084],{"text":5085,"type":30,"marks":5086},"Capital gains tax for seniors",[5087],{"type":132,"attrs":5088},{"href":5089,"uuid":5090,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Ftaxes\u002Fcapital-gains-tax-exemption-for-seniors-what-does-it-mean-for-you","62ae1223-58e7-4fe8-9081-2a9d047cfb84",{"_uid":5092,"link":5093,"component":4565},"336d1192-6b9d-4a98-8922-1877072f3003",{"type":20,"content":5094},[5095],{"type":25,"attrs":5096,"content":5097},{"textAlign":22},[5098],{"text":5099,"type":30,"marks":5100},"Capital gains tax by state",[5101],{"type":132,"attrs":5102},{"href":5103,"uuid":5104,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Ftaxes\u002Fcapital-gains-tax-by-state","94d6ce4a-1ba6-444f-a41d-4ae541b99b79",{"_uid":5106,"link":5107,"component":4565},"7450de66-1ff3-447c-b191-1f75166a6046",{"type":20,"content":5108},[5109],{"type":25,"attrs":5110,"content":5111},{"textAlign":22},[5112],{"text":5113,"type":30,"marks":5114},"Understanding capital gains tax",[5115],{"type":132,"attrs":5116},{"href":5117,"uuid":5118,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Fretirement\u002Fhow-much-is-capital-gains-tax","8442c69d-4c88-4d2e-8fa4-08275191bab0",{"_uid":5120,"link":5121,"component":4565},"8050ded3-889f-43b0-92b3-30adad9ac076",{"type":20,"content":5122},[5123],{"type":25,"attrs":5124,"content":5125},{"textAlign":22},[5126],{"text":5127,"type":30,"marks":5128},"Tax in Washington",[5129],{"type":132,"attrs":5130},{"href":5131,"uuid":5132,"anchor":22,"target":136,"linktype":137},"\u002Fdiscover\u002Ftaxes\u002Fwashington-tax-guide","2462451b-7f16-4364-8471-f78939478e7e",[5134],{"_uid":5135,"link":5136,"component":4565},"b11dcfe9-a823-4859-8965-d32bab7873e9",{"type":20,"content":5137},[5138],{"type":25,"content":5139},[5140],{"text":5141,"type":30,"marks":5142},"Capital Gains Tax Calculator",[5143],{"type":132,"attrs":5144},{"href":5145,"uuid":22,"anchor":22,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ftaxes\u002Fcapital-gains-tax-calculator",[5147,5150,5152,5154,5156,5160],{"_uid":5148,"href":4784,"text":5149,"component":4461,"openInNewWindow":443},"4654e725-33d3-4fa3-8917-b2a73f05752c"," Retirement",{"_uid":5151,"href":4904,"text":1800,"component":4461,"openInNewWindow":443},"3e1f2e86-310c-4ee1-be2b-c9100443d53f",{"_uid":5153,"href":5002,"text":2407,"component":4461,"openInNewWindow":443},"fa006314-3e85-43c3-9267-bb87f84a1ebc",{"_uid":5155,"href":5074,"text":5061,"component":4461,"openInNewWindow":443},"9d69eda3-6dcc-49fb-a519-f61cb97a40ff",{"_uid":5157,"href":5158,"text":5159,"component":4461,"openInNewWindow":443},"ecf272f5-571f-41aa-a069-75c81ec617e8","\u002Fdiscover\u002Finsurance\u002F","Insurance",{"_uid":5161,"href":5162,"text":5163,"component":4461,"openInNewWindow":143},"0acdc588-18e3-4e41-872b-1d528d985164","\u002Fabout-us","About us","https:\u002F\u002Fv2.unbiased.com\u002Fconsumer\u002Flogin","\u002Fpro",[5167,5190,5206,5220],{"_uid":5168,"body":5169,"title":5189,"component":4482},"30378361-bf97-4381-b911-d3250caaa0f7",[5170,5173,5177,5180,5183,5186],{"_uid":5171,"href":4563,"text":5172,"component":4461,"openInNewWindow":443},"c4c9675c-ea43-43d3-8bd6-1cc8f7cab592","Financial advisors near me",{"_uid":5174,"href":5175,"text":5176,"component":4461,"openInNewWindow":443},"8d7d6b1f-ba0e-47fc-a186-88f378092f1f","\u002Ftop\u002Ffinancial-advisors\u002Fnew-york\u002Fnew-york-city","Financial advisors in New York",{"_uid":5178,"href":5179,"text":4672,"component":4461,"openInNewWindow":443},"06840513-10e3-44b5-b2de-901b394dc3cb","\u002Ftop\u002Ffinancial-advisors\u002Fillinois\u002Fchicago",{"_uid":5181,"href":5182,"text":4685,"component":4461,"openInNewWindow":443},"d97d640b-1bf9-4423-9d11-1066f0ee18a8","\u002Ftop\u002Ffinancial-advisors\u002Fcalifornia\u002Flos-angeles",{"_uid":5184,"href":5185,"text":4698,"component":4461,"openInNewWindow":443},"013c3ffc-6a8b-4347-9844-275c797ba754","\u002Ftop\u002Ffinancial-advisors\u002Ftexas\u002Fhouston",{"_uid":5187,"href":4619,"text":5188,"component":4461,"openInNewWindow":443},"cf636ceb-2ecc-41a8-bbcd-86d46d53cbb1","Top financial advisors in the US","Find me an advisor",{"_uid":5191,"body":5192,"title":5205,"component":4482},"17792204-3be7-4f26-9187-92d52a008ec2",[5193,5196,5199,5202],{"_uid":5194,"href":5195,"text":4771,"component":4461,"openInNewWindow":443},"8a0c6431-a23f-4bdf-a7c3-ab6267f72409","\u002Fdiscover\u002Fretirement",{"_uid":5197,"href":5198,"text":1800,"component":4461,"openInNewWindow":443},"71e11935-30c8-4588-8582-47688e269428","\u002Fdiscover\u002Finvesting",{"_uid":5200,"href":5201,"text":2407,"component":4461,"openInNewWindow":443},"84cfcdc6-c6aa-49a8-bc66-84e9ff188ee8","\u002Fdiscover\u002Fbanking",{"_uid":5203,"href":5204,"text":5061,"component":4461,"openInNewWindow":443},"869c8206-b321-48cf-8dcd-39773d8bff15","\u002Fdiscover\u002Ftaxes","What I need to know about",{"_uid":5207,"body":5208,"title":5219,"component":4482},"e29d0e8a-fef2-4e42-8885-6f01db912ccd",[5209,5211,5213,5217],{"_uid":5210,"href":4851,"text":4847,"component":4461,"openInNewWindow":443},"3c77b0a1-1ef7-4d09-a237-e3c1adf40bf2",{"_uid":5212,"href":4975,"text":4971,"component":4461,"openInNewWindow":443},"c98bd327-59d0-4236-a552-946a67e96592",{"_uid":5214,"href":5215,"text":5216,"component":4461,"openInNewWindow":443},"41999758-59a5-4d65-b3cc-e770a7a5a35d","\u002Fdiscover\u002Ftaxes\u002Fcapital-gains-tax-calculator","Capital gains tax calculator",{"_uid":5218,"href":4864,"text":4860,"component":4461,"openInNewWindow":443},"f29524cb-1f8a-4ddf-ade0-4baad1064ad2","Tools",{"_uid":5221,"body":5222,"title":5245,"component":4482},"d323ee52-8440-4a7a-99a2-8964241a7f03",[5223,5225,5229,5233,5237,5241],{"_uid":5224,"href":5162,"text":5163,"component":4461,"openInNewWindow":443},"cce901f6-de30-437a-86bc-263adc8a2f5b",{"_uid":5226,"href":5227,"text":5228,"component":4461,"openInNewWindow":443},"415f788b-5acf-4850-98f2-b4cea0384338","\u002Ffaq","FAQs",{"_uid":5230,"href":5231,"text":5232,"component":4461,"openInNewWindow":443},"43c6a999-d7d1-4615-92ce-13f6eb215753","\u002Fterms-of-use","Terms of Use",{"_uid":5234,"href":5235,"text":5236,"component":4461,"openInNewWindow":443},"f7716eba-d4a3-4a32-b5a5-97d69ec5437d","\u002Fprivacy-policy","Privacy Policy",{"_uid":5238,"href":5239,"text":5240,"component":4461,"openInNewWindow":443},"e2ba81f7-fcc7-44e2-bef8-1df1d3739533","https:\u002F\u002Freports.adviserinfo.sec.gov\u002Freports\u002FADV\u002F323880\u002FPDF\u002F323880.pdf","Unbiased ADV",{"_uid":5242,"href":5243,"text":5244,"component":4461,"openInNewWindow":443},"5e41d9c3-5673-4378-ae62-f6d8abf42d27","https:\u002F\u002Freports.adviserinfo.sec.gov\u002Fcrs\u002Fcrs_323880.pdf","Unbiased CRS","About Unbiased",[5247,5260,5274,5288,5302,5315],{"_uid":5248,"link":5249,"component":4565},"72cfe613-7b21-4cc0-acbf-66a38dab3eee",{"type":20,"content":5250},[5251],{"type":25,"content":5252},[5253],{"text":5254,"type":30,"marks":5255},"Pricing",[5256],{"type":132,"attrs":5257},{"href":5258,"uuid":22,"anchor":22,"custom":5259,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fpages\u002Fpricing",{},{"_uid":5261,"link":5262,"component":4565},"cb14e1ca-f377-41ec-b053-b97ef2aeb42f",{"type":20,"content":5263},[5264],{"type":25,"content":5265},[5266],{"text":5267,"type":30,"marks":5268},"Business Growth",[5269],{"type":132,"attrs":5270},{"href":5271,"uuid":5272,"anchor":22,"custom":5273,"target":136,"linktype":137},"\u002Fpro\u002Fdiscover\u002Fbusiness-growth\u002F","022b5ef6-975b-4f56-8d38-66f137e7901f",{},{"_uid":5275,"link":5276,"component":4565},"6cdc93ad-5d74-4c39-9342-0ed49e309979",{"type":20,"content":5277},[5278],{"type":25,"content":5279},[5280],{"text":5281,"type":30,"marks":5282},"Trends & Insight",[5283],{"type":132,"attrs":5284},{"href":5285,"uuid":5286,"anchor":22,"custom":5287,"target":136,"linktype":137},"\u002Fpro\u002Fdiscover\u002Ftrends-insight\u002F","4b364e23-68e6-4009-a852-83d5e327c796",{},{"_uid":5289,"link":5290,"component":4565},"0404c041-e645-42fe-8932-be896a82902e",{"type":20,"content":5291},[5292],{"type":25,"content":5293},[5294],{"text":5295,"type":30,"marks":5296},"News",[5297],{"type":132,"attrs":5298},{"href":5299,"uuid":5300,"anchor":22,"custom":5301,"target":136,"linktype":137},"\u002Fpro\u002Fdiscover\u002Fnews\u002F","829a2a75-d3fb-454c-a50c-c7f8212ea16b",{},{"_uid":5303,"link":5304,"component":4565},"7f208f7d-d0f3-417c-8cc8-c135e72a8a74",{"type":20,"content":5305},[5306],{"type":25,"content":5307},[5308],{"text":5309,"type":30,"marks":5310},"Help",[5311],{"type":132,"attrs":5312},{"href":5313,"uuid":22,"anchor":22,"custom":5314,"target":136,"linktype":631},"https:\u002F\u002Fwww.unbiased.com\u002Fpages\u002Fpro\u002Ffaqs",{},{"_uid":5316,"link":5317,"component":4565},"f4ec7388-9b0f-42ef-96b0-38feb0f276e1",{"type":20,"content":5318},[5319],{"type":25,"content":5320},[5321],{"text":5322,"type":30,"marks":5323},"Login",[5324],{"type":132,"attrs":5325},{"href":5326,"uuid":22,"anchor":22,"custom":5327,"target":136,"linktype":631},"https:\u002F\u002Fv2.unbiased.com\u002Fpro\u002Flogin",{},[5329],{"_uid":5330,"content":5331,"category":5338,"component":5340},"567f1d90-00e9-4d21-99dc-7ef6970d3028",{"type":20,"content":5332},[5333],{"type":25,"attrs":5334,"content":5335},{"textAlign":22},[5336],{"text":5337,"type":30},"Top financial advisors in New York City",{"id":275,"url":5339,"linktype":631,"fieldtype":4031,"cached_url":5339},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fnew-york","CategoryRichText","Are you an advisor?",[5343,5347,5351,5353,5355,5357],{"_uid":5344,"href":5345,"text":5346,"component":4461,"openInNewWindow":143},"514c9bb0-7fac-4cb0-af86-532994b80cd1","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Ffind-a-financial-advisor-near-me","Financial advisor near me",{"_uid":5348,"href":5349,"text":5350,"component":4461,"openInNewWindow":443},"5a4588d0-87e3-4ae5-963f-bd3ca35a1bf7","https:\u002F\u002Fwww.unbiased.com\u002Ffaq","FAQ",{"_uid":5352,"href":5231,"text":5232,"component":4461,"openInNewWindow":443},"85a086a2-d420-43a6-a1e6-d8cfcc52a584",{"_uid":5354,"href":5235,"text":5236,"component":4461,"openInNewWindow":443},"bd58e670-f5ff-4936-adbe-5aa73c990cdf",{"_uid":5356,"href":5239,"text":5240,"component":4461,"openInNewWindow":143},"eafa26a7-3b78-4f00-954e-f1ebc3115542",{"_uid":5358,"href":5243,"text":5244,"component":4461,"openInNewWindow":143},"2cbcf581-9d60-443b-9e63-9e95be09afad","https:\u002F\u002Fwww.unbiased.co.uk","Unbiased Inc. is a registered investment advisor with the US Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training.",[5362,5366,5370,5374,5378],{"_uid":5363,"href":5364,"text":5365,"component":4461,"openInNewWindow":443},"2ca50944-e323-4559-9c46-b77eb4bce616","\u002F\u002Fwww.instagram.com\u002Funbiased.us\u002F","Instagram",{"_uid":5367,"href":5368,"text":5369,"component":4461,"openInNewWindow":443},"278b2358-e4c6-491b-b011-425b4bd0b709","\u002F\u002Fwww.youtube.com\u002F@Unbiased","YouTube",{"_uid":5371,"href":5372,"text":5373,"component":4461,"openInNewWindow":443},"dccca61f-0426-4778-a54b-1944ab1ae71f","\u002F\u002Ftwitter.com\u002FUnbiased_us","Twitter",{"_uid":5375,"href":5376,"text":5377,"component":4461,"openInNewWindow":443},"6e6372d5-1f37-43fb-a849-8868877530c8","\u002F\u002Fwww.facebook.com\u002Funbiasedus","Facebook",{"_uid":5379,"href":5380,"text":5381,"component":4461,"openInNewWindow":143},"c3a97f2f-ee67-4516-9529-6aff38733af2","https:\u002F\u002Fwww.linkedin.com\u002Fshowcase\u002Funbiased.com\u002F","LinkedIn","Go to UK site","It looks like you’re visiting from the UK. Would you like to visit our UK site?",[],"Stay on US site","You’re currently on our US site",[5388],{"_uid":5389,"heading":5390,"cta_link":4769,"cta_text":5391,"component":5392,"description":5393,"pro_heading":5394,"pro_cta_link":4544,"pro_cta_text":5395,"pro_description":5396},"7404adca-dc5b-443e-a1b4-4c8bed2673b3","Financial advice","Match with an advisor","sidebar_cta","We’ll find a professional perfectly matched to your needs. Getting started is easy, fast and free.","Access high-quality leads in minutes with UnbiasedPro","Get perfect clients now.","If you're looking for the perfect clients we'll deliver them straight to your inbox and give you the tools to manage them throughout the sales process.",[5398],{"_uid":5399,"title":5400,"CTAText":5401,"subtitle":5402,"component":5403,"errorTitle":5404,"description":5405,"successTitle":5406,"errorSubtitle":5407,"successSubtitle":5408,"consentCheckboxLabelText":5409,"errorMesageFirstNameError":5410,"consentCheckboxLabelLinkURL":5235,"consentCheckboxLabelLinkText":5411,"errorMessageRequiredFieldEmail":5412,"errorMessageIncorrectEmailFormat":5413,"errorMessageRequiredFieldConsent":5414,"errorMessageRequiredFieldInterest":5415,"errorMessageRequiredFieldFirstName":5416},"8ca4fd8f-da99-489f-aa1b-fcfabdd8b7e3","Get the latest news and tips","Subscribe to updates","Sign up for news that may impact your finances","sidebar-email-signup","Sorry, there was a technical problem","Receive the latest financial news, tips, and guides from Unbiased.","Thanks for signing up!","Please try again later, or email contact@unbiased.com","You should receive an email confirmation shortly.","I consent to Unbiased storing my data in accordance with their","Too many characters","privacy policy","Your email address is required","Your email address contains errors","Your consent is required","Your interest is required","Your first name is required","config",-70,[],0,"c7c18fda-2d94-4a2f-9d60-e1fee25d980a","2022-11-21T10:48:58.546Z",[],{"left":5420,"top":5420,"width":5425,"height":5425,"rotate":5420,"vFlip":443,"hFlip":443,"body":5426},256,"\u003Cpath fill=\"currentColor\" d=\"m216.49 104.49l-80 80a12 12 0 0 1-17 0l-80-80a12 12 0 0 1 17-17L128 159l71.51-71.52a12 12 0 0 1 17 17Z\"\u002F>",{"left":5420,"top":5420,"width":5425,"height":5425,"rotate":5420,"vFlip":443,"hFlip":443,"body":5428},"\u003Cpath fill=\"currentColor\" d=\"M224 128a8 8 0 0 1-8 8H40a8 8 0 0 1 0-16h176a8 8 0 0 1 8 8M40 72h176a8 8 0 0 0 0-16H40a8 8 0 0 0 0 16m176 112H40a8 8 0 0 0 0 16h176a8 8 0 0 0 0-16\"\u002F>",{"left":5420,"top":5420,"width":5425,"height":5425,"rotate":5420,"vFlip":443,"hFlip":443,"body":5430},"\u003Cpath fill=\"currentColor\" d=\"M128 80a48 48 0 1 0 48 48a48.05 48.05 0 0 0-48-48m0 80a32 32 0 1 1 32-32a32 32 0 0 1-32 32m48-136H80a56.06 56.06 0 0 0-56 56v96a56.06 56.06 0 0 0 56 56h96a56.06 56.06 0 0 0 56-56V80a56.06 56.06 0 0 0-56-56m40 152a40 40 0 0 1-40 40H80a40 40 0 0 1-40-40V80a40 40 0 0 1 40-40h96a40 40 0 0 1 40 40ZM192 76a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"\u002F>",{"left":5420,"top":5420,"width":5425,"height":5425,"rotate":5420,"vFlip":443,"hFlip":443,"body":5432},"\u003Cpath fill=\"currentColor\" d=\"m164.44 121.34l-48-32A8 8 0 0 0 104 96v64a8 8 0 0 0 12.44 6.66l48-32a8 8 0 0 0 0-13.32M120 145.05V111l25.58 17Zm114.33-75.53a24 24 0 0 0-14.49-16.4C185.56 39.88 131 40 128 40s-57.56-.12-91.84 13.12a24 24 0 0 0-14.49 16.4C19.08 79.5 16 97.74 16 128s3.08 48.5 5.67 58.48a24 24 0 0 0 14.49 16.41C69 215.56 120.4 216 127.34 216h1.32c6.94 0 58.37-.44 91.18-13.11a24 24 0 0 0 14.49-16.41c2.59-10 5.67-28.22 5.67-58.48s-3.08-48.5-5.67-58.48m-15.49 113a8 8 0 0 1-4.77 5.49c-31.65 12.22-85.48 12-86 12H128c-.54 0-54.33.2-86-12a8 8 0 0 1-4.77-5.49C34.8 173.39 32 156.57 32 128s2.8-45.39 5.16-54.47A8 8 0 0 1 41.93 68c30.52-11.79 81.66-12 85.85-12h.27c.54 0 54.38-.18 86 12a8 8 0 0 1 4.77 5.49C221.2 82.61 224 99.43 224 128s-2.8 45.39-5.16 54.47Z\"\u002F>",{"left":5420,"top":5420,"width":5425,"height":5425,"rotate":5420,"vFlip":443,"hFlip":443,"body":5434},"\u003Cpath fill=\"currentColor\" d=\"m214.75 211.71l-62.6-98.38l61.77-67.95a8 8 0 0 0-11.84-10.76l-58.84 64.72l-40.49-63.63A8 8 0 0 0 96 32H48a8 8 0 0 0-6.75 12.3l62.6 98.37l-61.77 68a8 8 0 1 0 11.84 10.76l58.84-64.72l40.49 63.63A8 8 0 0 0 160 224h48a8 8 0 0 0 6.75-12.29M164.39 208L62.57 48h29l101.86 160Z\"\u002F>",{"left":5420,"top":5420,"width":5425,"height":5425,"rotate":5420,"vFlip":443,"hFlip":443,"body":5436},"\u003Cpath fill=\"currentColor\" d=\"M128 24a104 104 0 1 0 104 104A104.11 104.11 0 0 0 128 24m8 191.63V152h24a8 8 0 0 0 0-16h-24v-24a16 16 0 0 1 16-16h16a8 8 0 0 0 0-16h-16a32 32 0 0 0-32 32v24H96a8 8 0 0 0 0 16h24v63.63a88 88 0 1 1 16 0\"\u002F>",{"left":5420,"top":5420,"width":5425,"height":5425,"rotate":5420,"vFlip":443,"hFlip":443,"body":5438},"\u003Cpath fill=\"currentColor\" d=\"M216 24H40a16 16 0 0 0-16 16v176a16 16 0 0 0 16 16h176a16 16 0 0 0 16-16V40a16 16 0 0 0-16-16m0 192H40V40h176zM96 112v64a8 8 0 0 1-16 0v-64a8 8 0 0 1 16 0m88 28v36a8 8 0 0 1-16 0v-36a20 20 0 0 0-40 0v36a8 8 0 0 1-16 0v-64a8 8 0 0 1 15.79-1.78A36 36 0 0 1 184 140m-84-56a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"\u002F>",{"left":5420,"top":5420,"width":5425,"height":5425,"rotate":5420,"vFlip":443,"hFlip":443,"body":5440},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"\u002F>",{"left":5420,"top":5420,"width":5425,"height":5425,"rotate":5420,"vFlip":443,"hFlip":443,"body":5442},"\u003Cpath fill=\"currentColor\" d=\"m229.66 218.34l-50.07-50.06a88.11 88.11 0 1 0-11.31 11.31l50.06 50.07a8 8 0 0 0 11.32-11.32M40 112a72 72 0 1 1 72 72a72.08 72.08 0 0 1-72-72\"\u002F>",{"left":5420,"top":5420,"width":5425,"height":5425,"rotate":5420,"vFlip":443,"hFlip":443,"body":5444},"\u003Cpath fill=\"currentColor\" d=\"m184.49 136.49l-80 80a12 12 0 0 1-17-17L159 128L87.51 56.49a12 12 0 1 1 17-17l80 80a12 12 0 0 1-.02 17\"\u002F>",[5446,5449,5451],{"title":5447,"exact":143,"href":5448},"Home","https:\u002F\u002Fwww.unbiased.com",{"title":4567,"exact":143,"to":5450,"disabled":443},"\u002Fdiscover\u002Ffinancial-advice",{"title":4,"exact":143,"to":5452,"disabled":143},"\u002Fdiscover\u002Ffinancial-advice\u002Fbest-financial-advisor-test",1792657868065]