Find an Advisor

Frequently Asked Questions

About FindInvestPartners

FindInvestPartners is the modern wealth platform that helps you find, hire, and work with vetted fiduciary financial advisors. Our mission is to help grow and protect your wealth through exceptional client experiences and innovative technology.

Through FindInvestPartners platform, you can connect with financial advisors across the World based on your unique financial situation.

 

Advisors undergo rigorous due diligence to join the FindInvestPartners network.

All advisors have a CFP®, CFA, or CPA certification, are accredited independent advisors, have a minimum of 5 years of experience, and are subject-matter experts when it comes to assessing your finances.

Most advisors prioritize recommending what’s “suitable” for you and your family, rather than what’s “best.” While this may seem like a small distinction, over time, it can have a significant impact on your ability to create long-term wealth.

Imagine a scenario where an advisor is choosing between 2 mutual fund options:

  • Option 1 has higher client fees and cuts the advisor a $20,000 check once you invest.
  • Option 2 is a low-cost, tax-efficient fund with low client fees, but doesn’t pay the advisor any commissions.

Our vetting process ensures that advisors in the FindInvestPartners network are legally unable to recommend Option 1. We believe that’s just common sense.

You deserve better. FindInvestPartners delivers that. Why not interview a select group of advisors who lead with financial planning, specialize in working with families, and provide transparent fees?

The financial advisors in our network are located across the World Most FindInvestPartners advisors also work remotely and digitally, meaning you can connect with them no matter where you are.

The difference between FindInvestPartners and other wealth management platforms is that we focus on quality over quantity.

FindInvestPartners’ matching process starts with a review of your financial goals and ends with you receiving a curated selection of advisors, specifically tailored to your unique situation.

Through innovative technology, we take the guesswork out of finding you a great match. We also have a dedicated Concierge team here at FindInvestPartners, ready to guide you every step of the way.

We will refund all advisor fees if you’re unsatisfied with the advisor you’ve found and hired through FindInvestPartners.

We work hard to curate the wealth planners we allow into our network, which is why we’re confident in the quality of service you’ll receive. FindInvestPartners is committed to your satisfaction. Terms and conditions apply.

How do I get connected with an advisor from the FindInvestPartners Network?

  1. Complete our quick Find an Advisor form.
    Share some details about your financial goals and needs.
  2. Our algorithm provides you with a selection of three fiduciary financial advisors for you to choose from.
  3. Schedule time to interview your matches.
    Get to know your advisor options and find the right fit for you.

Our Concierge team is here to support you throughout the interview process, answer any questions, and help you connect with the best advisor for your needs. We’re here to assist at any point during your advisor search!

FindInvestPartners is a free service that helps you locate and match with trusted advisors to grow and protect your wealth.

Instantly. Our algorithm immediately matches your financial situation, preferences, and goals with your ideal advisor from our network.

If you’re unhappy with your initial recommendations, our Concierge team will help you find a better fit for your needs. You can schedule time with our team at any point during the process!

We have advisors in our network who can service all individuals above $100,000 in income and $150,000 investable assets. Our average client has over $750,000 in investable assets.

Fees

FindInvestPartners is a free service that helps you find and interview financial advisors. The advisor compensates FindInvestPartners. We either maintain recurring revenue from the advisor as long as you are a client or receive a fixed referral fee.

At FindInvestPartners, we invest time interviewing and vetting advisors to give you peace of mind. All of our advisors have been thoroughly vetted for their costs, fee structures, and their legal obligations to act as fiduciaries for their clients.

You only pay the advisor once you have agreed to work with them. Your fee may vary, and you will pay the advisor directly based on your agreement with them.

We are proud of our high client satisfaction. We restrict the size of our network and continuously vet our advisors to maintain an intense focus on quality. Our advisors are highly qualified and credentialed and provide high-level personalized client service. They work for you, not the other way around. If you hire an advisor through FindInvestPartners and are unsatisfied, we refund your fees.