Meet your unique financial goals with an expert by your side

Get a custom financial plan and unlimited access to a Certified Financial Planner™ for $30/month with a six-month commitment
NowShould I pay off my auto loan or keep the money in my high yield savings accounthand drawn question mark
woman thinking about her finances

Meet your unique financial goals with an expert by your side

NowShould I pay off my auto loan or keep the money in my high yield savings accounthand drawn question mark
woman thinking about her finances
With a NerdWallet Advisors membership, get:
Get a custom financial plan and unlimited access to a Certified Financial Planner™ for $30/month with a six-month commitment

How a NerdWallet Advisors membership works

Animated stars
Visual representation on text found belowTell us a bit about your finances, get paired with your Advisor, and schedule your first call to talk through your financial situation and goals.
Visual representation on text found belowGet a detailed financial plan tailored to your goals — Expect actionable, bite-sized steps you can work on immediately.
Visual representation on text found belowYour Advisor will hold you accountable to your goals with regular check-ins, and you'll always have access to them when you need advice.
Animated stars
Visual representation on text found belowYou'll meet with your Advisor every 3 to 6 months to keep your financial plan updated as you make progress.
Visual representation on text found belowOur goal is to grow together, helping you get on path to hit your financial goals. Think of it like an insurance plan for your financial health.
Everyone can benefit from working with a financial advisor
But if you need some reasons to get started, check out why real NerdWallet Advisors client came to us:
Animated stars
How NerdWallet Advisors works
How we work with clients like you
Why choose NerdWallet Advisors over traditional advisors
NerdWallet Advisors is a new kind of financial planning tool. Get a financial plan and the peace of mind of working with a professional without the large upfront costs.Here's what sets us apart from traditional financial advisors:
nerdwallet advisors logo
Traditional financial advisor
Low monthly fee of $30/month with a six month commitment or $350/year.
Large upfront fees starting at $2,000
Ongoing 1:1 access to a dedicated Advisor
Financial plan only, no ongoing support
No net-worth requirement to become a client
High net-worth individuals only
Advisors have no incentive to sell a specific financial product—your best interest is top priority
Often incentivized to promote certain products
nerdwallet advisors logo

Low monthly fee of $30/month with a six month commitment or $350/year.


Ongoing 1:1 access to a dedicated Advisor


No net-worth requirement to become a client


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

TRADITIONAL FINANCIAL ADVISOR

Large upfront fees starting at $2,000


Financial plan only, no ongoing support


High net-worth individuals only


Often incentivized to promote certain products

Pencil scribble arrow pointing to sign up button

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:

Animated pencil scribble
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

Help Center

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.


NerdWallet Advisors is a great product for anyone looking to work on their finances with an expert by their side. Whether you need a financial plan to set yourself up for the future, need help making better decisions right now, or just want the peace of mind of working a Certified Financial PlannerTM at an affordable price, NerdWallet Advisors could be a great fit.

There are no account minimums, income thresholds, or asset minimums required to work with an Advisor—anyone can get started with NerdWallet Advisors.