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What services does a financial advisor provide?

Services offered by financial advisors vary from advisor to advisor, but they may provide financial advice on any of the following topics: Investment advice: Financial advisors research different investment options and make sure your investment portfolio stays within your desired level of risk.

Where can I find an independent financial advisor?

Schwab can also help you find an independent financial advisor in your area through its website findyourindependentadvisor.com. Fees for these advisors may be significantly higher than those for Schwab’s wealth advisory business, however.

How do I find a financial advisor?

There are a few good ways to find a financial advisor. Ask friends, family and peers for recommendations when trying to find a financial advisor near you. Alternatively, look for financial advisors online. Many professional financial planning associations provide free databases of financial advisors:

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