NerdWallet Advisory operates Advisors Match, an online platform that connects users with up to three registered investment advisors or financial planning firms. Users complete a questionnaire, and the platform's algorithm matches them based on factors like investable assets and advisor-defined criteria. NerdWallet Advisory receives compensation from the advisors for referrals, creating a financial incentive to favor paying firms. NerdWallet Advisory also collaborates with third-party providers like Quinn and Uprise to offer cost-effective financial plans and planning services.
Fee Structure
NerdWallet Advisory does not offer ongoing financial planning directly. However, through collaborations, users can access ongoing financial planning services from Uprise for a fixed membership fee, billed quarterly, up to $225 per quarter.
NerdWallet Advisory does not offer fixed financial planning directly. However, through collaborations, users can access a free financial plan from Quinn.