Updated September 15, 2026. Quick answer: AdvisorFinder is a searchable directory of financial advisor profiles. It is “completely free for individuals searching for a financial advisor,” per its own site; the money comes from the advisor side: a $1,000/month Core subscription or $1,500/month Premium tier, or a pay-per-connection plan “starting at $5,000 per month.” AdvisorFinder states it does not take a cut of any advisor’s revenue from a client acquired through the marketplace. The notable gap: its own help pages state “AdvisorFinder does not claim to vet or qualify the advisors listed on this Website.”
AdvisorFinder at a glance
| Fact | What the company’s own pages (or its SEC filings) say |
|---|---|
| Cost to you | Free: “completely free for individuals searching for a financial advisor” |
| Advisor subscription | Core $1,000/month or Premium $1,500/month, per AdvisorFinder’s own pricing page |
| Advisor pay-per-connection | “Starting at $5,000 per month”, advisor sets a monthly budget |
| Revenue share | None stated: “We do not take a split of your revenue for acquiring a client” |
| Vetting | “AdvisorFinder does not claim to vet or qualify the advisors listed on this Website” (AdvisorFinder’s own language) |
How the free search works
AdvisorFinder describes itself as a search engine for advisors: browse profiles, filter by expertise, typical clientele, or other criteria, and contact whoever fits. There’s no matching quiz that routes you to 2–3 advisors the way some competitors do; you browse the full directory yourself.
How advisors pay to be listed
Per AdvisorFinder’s own advisor-pricing page, advisors pay either a flat monthly subscription ($1,000 Core / $1,500 Premium, for lead filtering and prospect data) or a pay-per-connection plan starting at $5,000/month with a self-set budget, billed “only when prospects connect with you.” AdvisorFinder states it does not take a percentage of any resulting client revenue.
The vetting gap
This is the finding worth reading before you use the directory: AdvisorFinder’s own help page states plainly that it “does not claim to vet or qualify the advisors listed on this Website.” That’s a materially different model from a matching service that screens advisors before introducing them: on AdvisorFinder, the vetting job is entirely yours. Check any advisor’s SEC or FINRA record yourself before you call (see the router below, or SEC’s public disclosure system, for that step).
Find the right next step for your situation
Answer three quick questions to see the option that fits you best.
Since you have $250,000 or more, a network of vetted advisers may fit.
If your portfolio is $250,000 or more, this connects you (free, with no obligation to hire anyone) with 2 to 3 vetted advisors.
Before you start, what actually happens. The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you.
WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone.
Opens on WiserAdvisor’s site in a new tab.
A free directory with no vetting decides nothing. Who’s actually checking the advisor’s record decides everything.
Self-serve directories put the screening work on you. The matching service below introduces you to advisers who pay to meet you and have gone through a vetting step first.
Before you start, what actually happens. The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
The Kapitalwise form opens here; you stay on this page.
What happens when you press the button
It asks about nine questions (age, investable assets, location) then your name, email and phone number, and verifies the phone by text. Nothing loads and nothing reaches Kapitalwise until you press the button.
Compare flat-fee and hourly ranges before you call anyone.
Flat-fee and hourly advisers price the work directly instead of as a percentage of your assets. The comparison guide below has current per-year, per-project and per-hour ranges so you can price a quote before you book a call.
How to verify any of this yourself
- Check the figures above against the company’s own current pricing/disclosure pages; terms in this category change without much notice.
- If it’s an investment adviser, look it up free on the SEC’s Investment Adviser Public Disclosure site and read its Form ADV Part 2A fee section and any disclosure events.
- Ask directly how the specific person you’d work with is compensated, not just the headline company figure.
- Bring our questions to ask a financial advisor to the first call.
Bottom line
AdvisorFinder is a searchable directory of financial advisor profiles. See the table above for the full record, including what we could not independently confirm this session.
Sources
- AdvisorFinder, “Search for a Financial Advisor”: https://advisorfinder.com/find-a-financial-advisor
- AdvisorFinder, “Plans & Pricing” (for advisors): https://advisorfinder.com/for-financial-advisors/pricing-plans
Methodology. This page was built September 15, 2026, drawing on AdvisorFinder’s own published pages and, where noted, SEC.gov filings and releases, with sources linked inline; any figure we could not independently confirm this session is named as an honest gap above rather than presented as verified.
Independent analysis based on the reviewed company’s own published pages and SEC filings where applicable, cited inline with the date we read them. We have not used AdvisorFinder as a client. Nothing here is personalized financial, tax, or legal advice. AdvisorFinder did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Weighing a traditional advisory firm instead? See our reviews of 182 advisory firms, with each firm’s fee on a $500,000 account.