NerdWallet

Work With a Fiduciary — Someone Legally Required to Put Your Interests First

Whether you're building a first budget or coordinating a full retirement strategy, a financial advisor can help you evaluate your goals and develop a strategy for your financial future. A fiduciary is required to act in your best interest when providing investment advice. Get matched, 100% free, no obligation.

What's your primary goal?

While most financial advisors on the Advisors Match platform are fiduciaries, not all are. Depending on your circumstances, you may be matched with a financial service provider that is not a fiduciary.

MATCH WITH A FIDUCIARY

Free matching. No obligation.

How NerdWallet Advisors Match works

  1. Answer a few questions

    Tell us a bit about your financial situation — it only takes a few minutes.

  2. Get matched with a fiduciary

    We connect you with fiduciaries — advisors, financial planners, and money managers bound to act in your best interest.

  3. Work toward your money goals

    Connect with your advisor and start making progress.

Get matched with an advisor through NerdWallet Advisor Match

Some of the firms on our platform:

  • Edelman Financial Engines
  • Mariner
  • Wealth Enhancement
  • Carson
  • Zoe

What Is a Fiduciary?

A fiduciary is an advisor that's legally required to act in your best interest when managing your money or giving financial advice, rather than putting their financial interests ahead of yours.

  • A legal duty to prioritize your interests over their own
  • Required to disclose fees, compensation, and conflicts of interest
MATCH WITH A FIDUCIARY

Free matching. No obligation.

Your financial advisor can help you with:

A fiduciary isn't limited to one type of advice — the same duty to act in your best interest applies whether you're opening your first investment account or coordinating a full financial plan.

  • Investment management
  • Retirement planning
  • Tax-efficient account placement
  • Financial planning
  • Insurance decisions
  • Estate planning
  • Debt management
  • Portfolio rebalancing and asset allocation
MATCH WITH A FIDUCIARY

Free matching. No obligation.

People with financial advisors are more likely to reach their financial goals

Projected retirement savings over timeA hypothetical projection comparing savings with a financial plan versus without one over 40 years.Hypothetical projections$3M$2M$1M$500K$010 yrs20 yrs30 yrs40 yrsSavings with a financial planSavings without a financial plan

Working on a financial plan now can potentially increase your retirement savings by 4x in the future.¹

¹ 2024 T.Rowe Price Study

Frequently asked questions

What does fiduciary mean?
It means they have a legal duty to act in your best interest — the professional or firm can't recommend something just because it pays them more.
What's the difference between a fiduciary advisor and other financial professionals?
Different types of financial professionals are subject to different standards depending on the services they provide. A fiduciary advisor is required to act in your best interest when providing investment advice.
Are all fiduciary companies the same?
No. Firms vary in fee structure, specialization, and services offered, even though they share the same legal duty.
Is NerdWallet Advisors Match free?
Yes. Getting matched is free, with no obligation to work with anyone you're connected to.
MATCH WITH A FIDUCIARY

Free matching. No obligation.