SEC / FINRA Registered Fiduciary Advisors

Certified Financial Planners & Wealth Advisors in the USA

Achieve financial freedom and long-term security. Connect with fee-only fiduciary financial planners and certified wealth managers for retirement portfolios, 401(k) rollovers, estate preservation, and executive tax planning.

Average US Rate
0.50% - 1.25% of Assets Under Management (AUM) or $1,500 - $4,500 flat financial plan fee
US Licensing & Compliance
Series 65/66 registration, CFP Board certification or SEC Registered Investment Advisor (RIA) standing.

BizNestUSA Verification Standard: All financial advisors & wealth managers and contractors listed are verified US-based businesses. BizNestUSA verification indicates that the business or professional profile completed our basic validation process. Verification does not independently guarantee every claim made by the lister.

Common Financial Advisors & Wealth Managers Services in the USA

Whether for residential routine maintenance or urgent commercial repairs, licensed financial advisor contractors in the United States commonly provide these certified solutions:

Comprehensive Retirement Income & Drawdown Planning
Fiduciary Portfolio Asset Allocation & Rebalancing
401(k), IRA & Pension Rollover Advisory
Tax-Advantaged Wealth Preservation Strategies
College Savings (529 Plan) Structuring

Verified Financial Advisors & Wealth Managers& Contractors

Showing top-rated American businesses specializing in financial advisors & wealth managers

List Your Financial Advisor Business Free

Be the First Verified Financial Advisor

We are currently vetting new licensed financial advisors & wealth managers across US metros. Register your company today to receive customer inquiries.

Add Business Profile
USA Industry Guide

How Much Do Financial Advisors & Wealth Managers Cost in the United States?

Plumbing, roofing, and contractor pricing varies based on local state codes, permit costs, and emergency status. Here is what American homeowners and property managers can expect:

Hourly & Project Rates

Typical hourly rates range from 0.50% - 1.25% of Assets Under Management (AUM) or $1,500 - $4,500 flat financial plan fee. Flat-rate estimates are common for well-defined fixture replacements or inspections.

Licensing & Insurance

Always confirm contractors possess minimum $1M general liability insurance, state license validation, and local municipal bond protection.

Expert Insights

Frequently Asked Questions About Financial Advisors & Wealth Managers in the USA

What is the fiduciary standard for US financial advisors?↓

A fiduciary is legally and ethically bound to act strictly in the client’s best interest at all times. Fiduciary advisors must eliminate or disclose conflicts of interest, whereas non-fiduciary brokers only have to meet the lower "suitability" standard.

Find Professional Financial Advisors & Wealth Managers Across Top US Metros

Browse verified financial advisor contractors by major metropolitan area:

Related Home & Trade Services

BizNestUSA Help & Support

Need help managing your listing or have questions about our USA directory?

Whether you want to update your business profile, post an open role, or report inaccurate data, our team is here to assist.