Best Financial Advisors Today | Ratings & Reviews | CentSai

Best Financial Advisors

Last updated: June 17, 2021
Best Affordable Services

With Facet Wealth, clients will be matched to a dedicated CFP Professional to create a tailored financial plan to meet your needs.

 

  • Simple or complex finances – All welcome
  • Work with your own dedicated CFP professional
  • A different type of fee structure: Pricing tailored to your needs
Personalized Financial Planning

Digital Financial Planning

Savology is a financial planning platform helping households improve their financial well-being by providing them with financial plans in just 5 minutes. 

 

  • Planning modules to develop your finances
  • Literacy resources and tools
  •  Personalized recommendations
  • Real-time advice with life coaches
  • Build your free financial plan

 

Best Actionable Advice
  • Fiduciary, SEC registered financial advisors
  • Objective and data-based tools/ advice
  • Committed to bringing transparency and accuracy
  • No disclosures in the last 10 years
  • Empowering you to make smart decisions
Best Digital Services

Personal Capital is a digital wealth management company that currently manages more than $10+ billion in assets, work with investors in each state and have offices across the U.S.

 

  • Registered financial advisors
  • Holistic advice tailored to each individual
  • Cash management and investment solutions
Free Advisor Matching Service
  • FINRA/SEC registered advisors
  • Fee only or fee based compensation
  • Qualified advisors with 5+ years of experience
  • Free Initial Consultation