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Stop worrying about your finances and partner with a Certified Financial Planner™

Sign up for NerdWallet Advisors for one-on-one financial advising from a Certified Financial Planner™
Custom financial plan tailored to your money goals
Unlimited, personalized financial advice from a trusted financial expert
Low fee of $49/month for a 3-month commitment, or $499/year
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How it works

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Connect with a trusted NerdWallet Advisor
Tell us about yourself and your financial goals, and we’ll pair you with a NerdWallet Advisor best fit for you.
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Chat with your Advisor and personalize your plan
Schedule a virtual 1:1 intro meeting — your Advisor will ask you a bit more about your financial situation and answer any immediate questions.
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Manage your finances the smart way
Get a detailed financial action plan tailored to your goals. Track your progress on your personalized dashboard, and reach out to your Advisor anytime you need help.
How NerdWallet Advisors works
How we work with clients like you

Why NerdWallet Advisors

Make your smartest financial decisions with the help of a NerdWallet Advisor. Get a custom action plan that’s mapped to your life and your financial goals, plus ongoing support from an Advisor to help you achieve them. Here’s what sets us apart from traditional financial advisors:
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Annual fees

Low fee of $49/month with a 3-month commitment to make sure you’re set up for success. Or, lock in a 15% discount and pay $499/year.


Quality of service

Ongoing 1:1 access to a dedicated Advisor


Asset minimums

No asset minimums


Advisor incentives

Advisors have no incentive to sell a specific financial product—your best interest is top priority

TRADITIONAL FINANCIAL ADVISOR

Annual fees

Large upfront fees starting at $2,000


Quality of service

Financial plan only, no ongoing support


Asset minimums

High net-worth individuals only


Advisor incentives

Often incentivized to promote certain products

nerdwallet advisors logo
Traditional financial advisor
Annual fees
Low fee of $49/month with a 3-month commitment to make sure you’re set up for success. Or, lock in a 15% discount and pay $499/year.
Large upfront fees starting at $2,000
Quality of service
Ongoing 1:1 access to a dedicated Advisor
Financial plan only, no ongoing support
Asset minimums
No asset minimums
High net-worth individuals only
Advisor incentives
Advisors have no incentive to sell a specific financial product—your best interest is top priority
Often incentivized to promote certain products
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Get to know your NerdWallet Advisor

NerdWallet Advisors are:
Certified Financial Planners, the highest level of vetting in personal financial advising
Able to work with you on all aspects of your financial life*
A financial partner by your side, always available via phone call or messaging

All memberships include:

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A 45-minute initial consultation call, and unlimited calls whenever you need them after that.
A financial plan that gets updated by your Advisor as you make progress and your financial situation changes
Always-on messaging directly sent to your Advisor, so you can ask questions whenever you need to

Frequently asked questions


NerdWallet Advisors connects you to registered investment advisors and Certified Financial Professionals™ for one-on-one financial advising. We work with clients to understand their financial picture, talk through their immediate money needs and future goals, and deliver financial plans you can take action on. Your Advisor is available at any time to talk about your financial situation over video, phone call, or messaging.

NerdWallet Advisory, a subsidiary of NerdWallet Inc, is a separate legal entity. All advice from NerdWallet Advisors is made by NerdWallet Advisory, not NerdWallet Inc.


Think of your NerdWallet Advisor as a financial expert by your side. They’re there to help you with your immediate money needs and advise you along the way to future financial success.

You’ll answer some questions, set up a call, and your Advisor will get an understanding of your financial situation and needs. After that, your Advisor develops a financial plan that you’ll work on together to hit your goals. You’ll also get access to a dashboard where you can track your progress against your plan and submit questions for your Advisor. Your Advisor is available any time to hop on a video chat or phone call to talk through your questions.


NerdWallet Advisors is currently an advice-only service. That means we charge a flat fee to give you unlimited, tailored advice on managing your finances, but we don’t invest your money for you. We also do not earn fees to sell you financial products.

This is a great set up if you’re one of the many people who want a deeper understanding of how to best manage your money, but also want to keep control over your investments.


Ask your NerdWallet Advisor about anything related to finance! They are experts who have worked with clients like you and will steer you down the right path no matter your situation.

There are a few categories our NerdWallet Advisors don’t cover at the moment, such as taxes and buying insurance, but they will be sure to tell you if there’s anything you bring up outside their expertise.

Have more questions for us? Get in touch with us here