Best financial advisor on Reddit
117 reviews from r/madisonwi, r/TwinCities, r/cincinnati and 41 more subreddits
117 reviews from
and
By Brand
/By Product
#1
N/A
4.0
(8)
""Retirement By Design" is an eye-opening book that unlocks the secrets to creating a sustainable income."
"Open your own brokerage/IRA accounts and invest in VTI for a 0.03% fee."
"You can easily invest your own money and for very low expense ratios."
"Max it out. Put what you can into the market."
"Mr money mustache"
"Find a FEE ONLY advisor who has at least a CFP designation."
"Look for local, ideally fee based and feduciary."
"Majority of financial advisors are just legal thieves."
#2
Vanguard
4.4
(5)
"The simplest option is to open up a Vanguard Diversified Managed Fund."
"No need to use financial advisors who most likely don't beat the s&p."
"You can sign up to Vanguard Personal Investor and buy Vanguard ETFs for no brokerage."
"Just buy some vanguard funds."
"Vanguard or Fidelity for regular people."
#3
Fidelity
4.2
(5)
"Just buy broad-market index funds on Fidelity."
"Fidelity has office in Burbank off Alameda. Fiduciary and private company."
"Start with fidelity, it's free and they can get you in the right direction."
"Open a fidelity account or something."
"Vanguard or Fidelity for regular people."
#4
Bogleheads
5.0
(3)
"Join r/boglehead and read the wiki."
"This is good for pretty much anyone unless you have weird tax situations."
"Recommended for general prioritization advice."
#5
Edward Jones
2.8
(4)
"Ted Jakovich is with Edward Jones and is in Fairlawn. He handles my finances."
"I've been very happy with Edward Jones. They have an excellent reputation for ethics."
"I used Edward jones and then scottrade. That was 10+ years ago. I’m doing a lot better without them."
"Those crooks at Edwards Jones, Thrivent Financial, Northwestern Mutual, or any similar firm will destroy your wealth."
#6
Ramit Sethi
5.0
(2)
"I can’t recommend it highly enough."
"It's fantastic, simple advice."
#7
NAPFA
5.0
(2)
"This search engine only lists true fiduciaries: [https://www.napfa.org/find-an-advisor?q=14850#](https://www.napfa.org/find-an-advisor?q=14850#)"
"Don’t hire a financial advisor, hire a fiduciary who is fee based, not performance based."
#8
Thrivent
5.0
(2)
"I work with Thrivent out of the New Hope office. I like them a lot and they answer all of my questions."
"The guy who taught it is a financial adviser through Thrivent, he was super knowledgeable."
#9
Commas
4.5
(2)
"Sounds like they do exactly what you’re looking for. Excellent people."
"They're fee only so they don't take a commission on sales"
#10
Summit Credit Union
4.5
(2)
"Summit Credit Union has excellent low to no cost financial literacy programs."
"They generally have financial advisors you can speak with."
#11
Creative Planning
4.5
(2)
"If we’re talking $100k+, you might look at Creative Planning."
"Creative Planning."
#12
Schwab
3.5
(2)
"Schwab is a reliable option for managing investments."
"I use Schwab and do it myself so cant recommend a specific person."
#13
Unnamed Financial Advisor
5.0
(1)
"My go to guy is in Columbus. He was my Uncle’s advisor and had years of performance info from my Uncle’s estate to look at."
#14
Fee Only Financial Advisor
5.0
(1)
"Either find a fee only financial advisor with a cfp designation or learn more and do it yourself."
#15
Focus Financial
5.0
(1)
"Easy! Connor Koppa at Focus Financial. He’s extremely personable."
#16
Saffron Capital
5.0
(1)
"I use Saffron Capital. It is a one person shop, fee only, welcoming."
#17
Metis Ireland
5.0
(1)
"Metis Ireland are really good. I dealt with a Mary Carney, couldn't recommend her more!"
#18
Aspiriant
5.0
(1)
"We like Aspiriant."
#19
Unbiased
5.0
(1)
"For a list of financial advisors in your area, have a look at Unbiased."
#20
Makris Financial Group
5.0
(1)
"Small, family run firm but very successful."
#21
Constellation Wealth Advisors
5.0
(1)
"Would highly recommend."
#22
Fiduciary Financial Advisors
5.0
(1)
"Find a fiduciary financial advisor and not just a financial advisor."
#23
Mrs. Dow Jones
5.0
(1)
"Mrs. Dow Jones is TOTALLY a BWT."
#24
Money and Pensions Service
5.0
(1)
"I suggest you call the government's Money and Pensions Service."
#25
Harmonics Financial
5.0
(1)
"Really lovely man and I wouldn’t have my house without his help."
#26
Simon Bedbrook
5.0
(1)
"Simon Bedbrook is very good"
#27
Jen Torrey
5.0
(1)
"We trust her completely. She’s done amazing things for our financial investments."
#28
Stuart Gay
5.0
(1)
"He has done very well for us and many friends we have recommended him to!"
#29
Financial Symmetry
5.0
(1)
"Fee based and nothing but sane advice."
#30
Dosh Guide
5.0
(1)
"They have a great service."
#31
Canadian Couch Potato
5.0
(1)
"This guy is amazing at simplifying personal finance."
#32
401k
5.0
(1)
"Invest in your 401k. Try and max it out."
#33
Bouchey Financial Group
5.0
(1)
"Both owners were born and raised in Troy and have been around a long time."
#34
Fagan Associates
5.0
(1)
"Both owners were born and raised in Troy and have been around a long time."
#35
The Planning Center
5.0
(1)
"They also will do your taxes for free at a certain level."
#36
Adam Curran
5.0
(1)
"He does a very in depth free initial consultation, and there's no pressure to use his services."
#37
S.E.E.D.
5.0
(1)
"They are fee-only planners."
#38
This is Money Podcast
5.0
(1)
"Run by Glenn James and the She’s on the Money Podcast by Victoria Devine."
#39
She’s on the Money Podcast
5.0
(1)
"Run by Glenn James and the She’s on the Money Podcast by Victoria Devine."
#40
Covenant Wealth Management
5.0
(1)
"I'd recommend talking with Jay Murray at Covenant Wealth Management."
#41
David Chilton
5.0
(1)
"A few possible starting books: "The Wealthy Barber" by David Chilton."
#42
John Bogle
5.0
(1)
"Honestly I recommend looking into John Bogle (bogleheads) 3-fund portfolio."
#43
ATX Advisors
5.0
(1)
"Great dude. Jeff has helped both me and my mother navigate."
#44
Caledonia Wealth Management
5.0
(1)
"My experience with them was fantastic."
#45
My Wealth Planners
5.0
(1)
"They are very knowledgeable and have a great team."
#46
Steve Fricker
5.0
(1)
"We trust him and he’s great!"
#47
Grandma's Jars
5.0
(1)
"Phil is awesome and does a half hour consult for free to see if it’s a good fit."
#48
Cambridge Brokers
5.0
(1)
"Feel free to book an appointment at cambridgebrokers.net, all our consultations are free."
#49
The Money Guy
5.0
(1)
"The Money Guy on YouTube is great for free content to at least get you started."
#50
Fiduciary Advisors
5.0
(1)
"Be absolutely sure you get a 'fiduciary'. A fiduciary is LEGALLY required to give you the best financial advice."
#51
Certified Financial Planner
5.0
(1)
"If you really want help, find a fee for service financial planner, a certified one."
#52
Bogleheads Guide to Investing
5.0
(1)
"I recommend reading the Bogleheads guide to investing book or website."
#53
Value of Simple
5.0
(1)
"This is how I found mine. Recommend list through personal finance Canada Reddit."
#54
Batik Financial
5.0
(1)
"I work with Steve Sarwano with Batik Financial. He's really great at explaining to me what each thing is."
#55
Daniel Cherra
5.0
(1)
"Daniel Cherra at V wealth management."
#56
Manuel A. Martinez, CFP®
5.0
(1)
"Can’t recommend Manny highly enough."
#57
Mike Stompoly
5.0
(1)
"I've had good experiences with Mike stompoly from ameriprise."
#58
Tony
5.0
(1)
"Tony is my guy. We’ve been seeing him for years. He’s very patient with us and knows what he’s talking about."
#59
Oak Street Advisors
5.0
(1)
"I use and recommend Oak Street Advisors for financial planning."
#60
Vouchedfor
5.0
(1)
"If you want to find a good adviser in your area look at www.vouchedfor.com they’re independent and vet all their advisers."
#61
Heritage Financial Network
5.0
(1)
"I have been using Heritage Financial Network for decades. I managed to retire."
#62
Viridian Advisory
5.0
(1)
"The team at Viridian Advisory do a great job. Independent. Not beholden to a bank."
#63
David Kelleher
5.0
(1)
"There's a man called David Kelleher who I found through teaching groups on FB and I've had a couple of consultations with him."
#64
MarksNelson
5.0
(1)
"MarksNelson in Overland Park on Metcalf."
#65
GFG
5.0
(1)
"Ben Potter at GFG. Have used his services over the last 12 months and he's been great."
#66
IDAWS
4.0
(1)
"Ethical and manage enough funds to negotiate with the bigger players."
#67
Scott Galloway
4.0
(1)
"Check out the author Scott Galloway and the Algebra of Wealth."
#68
SPY
4.0
(1)
"I use SPY. Only insiders consistently beat the market."
#69
Mary Holm and MoneyHub
4.0
(1)
"Have a good read of these resources from Mary Holm and MoneyHub."
#70
Veridian Credit Union
4.0
(1)
"Veridian Credit Union advisors will meet with you for free and help answer any questions, I enjoy credit unions"
#71
Bluewater Portfolios
4.0
(1)
"Look for fee-only advisors if you decide to go the advisor route."
#72
Fractional CFO Services
4.0
(1)
"I'm a fractional CFO so I work with businesses to help them manage cash flow, invest their profits effectively, debt management, etc."
#73
Momentum Wealth Management
4.0
(1)
"Momentum Wealth Management"
#74
Unbiased Financial Advisor
4.0
(1)
"You can visit unbiased.co.uk to find another adviser to consult with in your area if you're not happy with the info you've been provided so far."
#75
Financial Education
4.0
(1)
"I would suggest reading the UKPF wiki, followed by reading articles on monevator.com."
#76
EWS
4.0
(1)
"EWS on Thistle Street were recommended to me."
#77
hundredfp.com
4.0
(1)
"Check out hundredfp.com Really cool model with more hands on approach."
#78
unbiased.com
4.0
(1)
"I agree with going on the unbiased.com website to find a different Financial Advisor."
#79
Freefincal
4.0
(1)
"Try out Robo advisor by Freefincal.com."
#80
Alex Crouch
4.0
(1)
"He's served us well the past year."
#81
Unbiased.co.uk
4.0
(1)
"I'd suggest it's your best chance of getting someone to suit you."
#82
Rise Financial
4.0
(1)
"I really liked Rise Financial based in Monash, good luck."
#83
Mindful Asset Planning
4.0
(1)
"Check out Mindful Asset Planning. My household does not make 7 figures and we have still found it helpful."
#84
Superannuation Fund
4.0
(1)
"Accessing a financial advisor through your superannuation fund can be beneficial."
#85
Dolfinwise
4.0
(1)
"Dolfinwise is good."
#86
Elemental Wealth
4.0
(1)
"Dan Heron at Elemental Wealth."
#87
BasuNivesh
4.0
(1)
"Considering hiring a fixed fee financial advisor. Basavaraj of BasuNivesh is a good place to check."
#88
1 Finance
4.0
(1)
"Check out 1 Finance i am an NRI from Qatar i had a demat account they helped me everything."
#89
Northwestern Mutual
1.0
(1)
"Whatever you do, just steer clear of northwestern mutual."
#90
Thrivent Financial
1.0
(1)
"Those crooks at Edwards Jones, Thrivent Financial, Northwestern Mutual, or any similar firm will destroy your wealth."
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