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Find the right financial advisor for you

The best financial advisor is one that helps you set and achieve financial goals in a way that fits your needs and budget. You have options that range from traditional financial planners to automated investment management services called robo-advisors and robo-advisors that offer online financial-planning services. Keep reading for the shortlist of standout picks from our partners that offer low cost services.

Online financial planning services

Online financial planning services are relatively new to the market, and they’re the next level up from robo-advisors. These companies offer investment management alongside virtual financial planning — clients typically meet with financial advisors by video or phone, and they receive financial plans and guidance.

Broker

Highlights

Commissions

Account Minimum

Current Offers

Start Investing

NerdWallet rating

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Commissions

$480 and up

annually, depending on planning needs

Current Offers

None

No promotion available at this time

on Facet Wealth's secure website

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Dedicated financial advisors; customized portfolios.

Commissions

0.49% - 0.89%

management fee

Current Offers

2 Free Months

of financial advisory services for NerdWallet users

on Personal Capital's secure website

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Robo-advisors

These online services pick and manage an investment portfolio for you using computers, which lowers their overhead. Some offer access to human advisors for when you have questions, but their primary service is investment management, not financial planning.

Broker

Highlights

Commissions

Account Minimum

Current Offers

Start Investing

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Low costs across the board, free access to certified financial planners

Commissions

0%

management fee

Current Offers

Free

career counseling plus loan discounts with qualifying deposit

on Sofi Automated Investing's secure website

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Free management of first $5,000 (for NerdWallet readers); advanced tax optimization strategies.

Commissions

0.25%

management fee

Current Offers

$5,000

amount of assets managed for free

on Wealthfront's secure website

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NerdWallet rating

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Offers access to human advisors for additional fee.

Commissions

0.25%

management fee

Current Offers

Up to 1 year

of free management with a qualifying deposit

on Betterment's secure website

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