Free advisor matching
U.S. regulated fiduciaries
Takes about 3 minutes
This survey will match you with vetted fiduciary financial advisors. We provide your advisor matches with your survey responses, which help them understand your financial goals. Your advisor matches are chosen based on your location and/or desire to work with remote advisors, as well as your stated amount of assets. We also consider each advisor's advertising budget, therefore advisors with larger budgets are more likely to appear in the results page. All advisors must meet the same vetting criteria. This matching service is for residents and advisors of the fifty States, plus the District of Columbia.
Your Next Chapter Guide's services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. Your Next Chapter Guide receives compensation from Advisers for our services. Your Next Chapter Guide does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments.
We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.
This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides, such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.