Find Top Retirement Planners With RetirementPlanning.net

What We Do

We pre-screen advisors based on experience, compensation as well as licensing and disclosures with SEC/FINRA.

We custom match and send you profiles of 2 to 3 advisors that match your specific needs.

Financial advisors call you to setup your free initial one-on-one consultation. No obligation.

Why Use RetirementPlanning.net

Advisor Pre-Screening

All the advisors and planners on our network are vetted for experience, are registered with FINRA/SEC and hold clean records.

No Cost

Our matching service is a free service to all consumers. Vetted advisors in the network do pay a fee to be part of the network.

Confidential

Your information remains confidential. We share your contact and request details only with the advisors and/or planners that you are matched to as per your request.

No Obligation

There is no obligation to hire any advisor or planner that you are matched to. However, we do request that you interview all the advisors to be able to make an informed choice.

Saves You Time

There are thousands of advisors in your area. You save time by interviewing only 2-3 vetted advisors that meet your criteria.

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Compare Top Financial Advisors Who Meet Your Requirements

Personalized advice for Portfolio Size of 100K and above

AS FEATURED ON:

What We Do

Why Use RetirementPlanning.net

Advisor Pre-Screening

No Cost

Confidential

No Obligation

Saves You Time

Over 33% hired an advisor within weeks with ease and confidence. Let us help you find your advisor!

Find Your Advisor Match

Does your advisor need to be within commuting distance?

YES, I NEEDA LOCAL ADVISOR

I AM OK WITH A NON LOCAL ADVISOR IF IT IS THE BEST MATCH FOR ME

NO PREFERENCE

I would like to retire in:

1-5 YEARS

5-10 YEARS

10+ YEARS

ALREADY RETIRED

I own a home:

YES, I OWNA HOME

NO, I DON'T OWN A HOME

I own a business:

YES, I OWNA BUSINESS

NO, I DON'T OWN A BUSINESS

My current household income:

LESS THAN $40,000

$40,000 - $74,999

$75,000 - $99,999

$100,000 - $149,999

$150,000 - $249,999

MORE THAN $250,000

My current portfolio size is:

$100,000 - $250,000

$250,000 - $500,000

$500,000 - $1 MILLION

$1 MILLION - $3 MILLION

MORE THAN $3 MILLION

LESS THAN $100 THOUSAND

Do you currently have an advisor?

YES, I HAVE AN ADVISOR

NO, I DON'T HAVEAN ADVISOR

Why are you looking for a new advisor?

I'D LIKE ASECOND OPINION

I'M NOT HAPPY WITHMY CURRENT ADVISOR

OTHER

Where can you receive the additional vetted information about your advisors?(credentials, experience, firm details, etc.)

Your contact information for the advisor match:

FINAL STEP: Select additional firms to be considered.

Additional Notes:

Why do we need this information?

Who We Are

What We Do

Why Use Us

AS FEATURED ON:

Personalized advice for
Portfolio Size of 100K and above

YES, I NEED
A LOCAL ADVISOR

YES, I OWN
A HOME

NO, I DON'T
OWN A HOME

YES, I OWN
A BUSINESS

NO, I DON'T
OWN A BUSINESS

LESS THAN
$40,000

MORE THAN
$250,000

YES, I HAVE
AN ADVISOR

NO, I DON'T HAVE
AN ADVISOR

Why are you looking
for a new advisor?

I'D LIKE A
SECOND OPINION

I'M NOT HAPPY WITH
MY CURRENT ADVISOR

Where can you receive the additional vetted information about your advisors?
(credentials, experience, firm details, etc.)