Make an Investing Plan With a SmartVestor Pro

SmartVestor shows you up to five investing professionals in your area for free. No commitments, no hidden fees. 

Become a SmartVestor Pro

SmartVestor is a free service that connects you with our network of financial advisors, wealth advisors, financial planners and other investing professionals. These are the people we trust to take care of you and your investments.

How does SmartVestor work?

  • Complete the form to see up to five SmartVestor Pros.

    We’ll send your contact information to our vetted investing professionals.
  • Your SmartVestor Pros will contact you within 24 hours.

    We’ll give you their information too so you can contact or research them.
  • Interview your SmartVestor Pros and choose who you like best.

    We’ll email you our interview guide to help you decide.

Find Your SmartVestor Pros

Instantly see up to five pros. 
It's fast, easy and free.

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Where you can find your disclosures.

Real quick—the Pro’s profile contains disclosures about their company (ADV Part 2A) and how we work with them (Solicitor Disclosure). The SEC wants you to confirm that you know where to find the disclosures and that we can send you an email with the details. Also, this may seem like a “duh” moment, but we gotta say it—any costs from accessing this info, like internet fees, phone charges or printing costs, are on you. 

Disclosure location

It’s free.

Cue the praise music and hallelujah hands. You’ll pay nothing to connect with an investing professional.

Our investing professionals have been carefully vetted.

Not just anyone can be a SmartVestor Pro. To join, our Pros must pass a vetting process and follow our code of conduct.

SmartVestor Pros have a client-first mentality.

They treat you like a teammate, not a transaction. When you’re ready, SmartVestor Pros will commit to educating and empowering you.

  • Contact Us

    Have a question or feedback about your SmartVestor experience? We’d love to hear it!
  • Become a SmartVestor Pro

    Are you a registered investing professional interested in joining our SmartVestor program?

FAQ

  • SmartVestor is a free service that connects you with investing professionals in your area. 
  • Nothing, zilch, nada. SmartVestor connects you for free.  
  • Our SmartVestor Pros will contact you within 24 hours to introduce themselves and help set up an appointment for you to interview them. Then, you can simply select the Pro you want to work with. 
  • To make it easy, we’ll send you a list of questions you can ask during your first interview. In general, you’ll ask them about their investing philosophy, how they get paid, and how often they communicate with their clients. Above all, if something doesn’t feel right, keep looking.
  • A SmartVestor Pro will help you decide which mutual funds are right for you, show you how to make the most of your investments, and help you create a plan to reach your retirement goals. And when the going gets rough—think stock market swings—they’ll be the voice of reason that calms your nerves. 
  • We recommend you start investing after you’re out of debt and after you’ve saved 3–6 months of expenses in an emergency fund.
  • All of our Smartvestor Pros are investing professionals, but not all are financial advisors (many are). The difference? An investing professional focuses solely on helping you invest, whereas a financial advisor helps you with all types of financial planning, not just investing.