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How to find a certified financial planner who is not associated with a brokerage house

SmartAsset
Summary
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76% Informative

Ask Anonymous: I want truly independent advice and not steered toward selling me securities.

Find a certified financial planner ( CFP ) professional who is not associated with a brokerage house.

Not all CFP professionals are independent, and some sell securities and other financial products.

Pay attention to the advisor's compensation model, which is designed to minimize conflicts of interest.

The Alliance of Comprehensive Planners is a fee-only network of financial advisors with a specific focus on tax planning.

Every advisor in their search tool is a CFP professional.

SmartAsset AMP matches you with up to three vetted financial advisors who serve your area.

An emergency fund should be liquid -- in an account that isn't at risk of significant fluctuation like the stock market.

VR Score

68

Informative language

64

Neutral language

55

Article tone

informal

Language

English

Language complexity

52

Offensive language

not offensive

Hate speech

not hateful

Attention-grabbing headline

not detected

Known propaganda techniques

not detected

Time-value

long-living

External references

21

https://dr5dymrsxhdzh.cloudfront.net/blog/images/a5abcfa7c/2023/02/Matt-Becker-Headshot-Wide-e1679594016117.jpghttps://www.garrettplanningnetwork.com/https://smartasset.com/blog/financial-advisor/ask-an-advisor-independent-advice/https://smartasset.com/financial-advisor/fee-only-financial-plannerhttps://get.smartasset.com/advisor-marketing-platform/?utm_source=syndication_yahoo_amphttps://smartasset.com/retirement/find-a-financial-planner?utm_source=syndication_yahoo&utm_medium=referral&utm_campaign=sma__falc_relevanttop&utm_content=askanadvisorindependentadvice&utm_term=rphttps://smartasset.com/retirement/financial-advisorhttps://smartasset.com/financial-advisor/financial-advisor-commissionshttps://www.acplanners.org/homehttps://smartasset.com/financial-advisor/a-guide-to-financial-advisor-compensation-modelshttps://www.napfa.org/https://article.smartasset.com/compare-financial-products/https://smartasset.com/financial-advisor/what-is-a-certified-financial-planner-cfphttps://dr5dymrsxhdzh.cloudfront.net/blog/images/a5abcfa7c/2023/04/business-partnership-meeting-in-office.jpg_s1024x1024wisk20cbMPJUtkEzbyrjEB2awlHzUIvJYdrRV0V-bCfFmTTXO0.jpghttps://www.xyplanningnetwork.com/https://smartasset.com/retirement/find-a-financial-planner?utm_source=syndication_yahoo&utm_medium=referral&utm_campaign=sma__falc_relevantbottom&utm_content=askanadvisorindependentadvice&utm_term=rphttps://smartasset.com/bloghttps://dr5dymrsxhdzh.cloudfront.net/blog/images/a5abcfa7c/2023/04/female-financial-advisor-reviews-documents-on-digital-tablet.jpg_s1024x1024wisk20cWfIQ893y6Bnlt1HrpbGuH_SUYhsTSKCLTRSfw6mPL5A.jpghttps://smartasset.com/retirement/find-a-financial-planner?utm_source=syndication_yahoo&utm_medium=referral&utm_campaign=sma__falc_relevant&utm_content=askanadvisorindependentadvicehttps://smartasset.com/financial-advisor/fee-based-vs-fee-only-financial-advisorhttps://smartasset.com/financial-advisor/5-questions-to-ask-when-choosing-a-financial-advisor

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