Frequently Asked Questions
About FindInvestPartners
What is FindInvestPartners?
FindInvestPartners is the modern wealth platform that helps you find, hire, and collaborate with trusted fiduciary financial advisors. Our mission is to help grow and protect your wealth through exceptional service and innovative technology.
Through the FindInvestPartners platform, you can connect with a financial advisor from anywhere in the world, tailored to your unique financial needs.
What sets FindInvestPartners network of advisors apart?
Advisors undergo a thorough vetting process to join the FindInvestPartners network.
All advisors hold recognized certifications, are accredited independent professionals, have a minimum of 5 years of experience, and are subject-matter experts in assessing your financial situation.
Most advisors focus on recommending what’s “suitable” for you and your family, rather than what’s truly “best.” While this may seem like a subtle difference, over time, it can significantly impact your ability to build long-term wealth.
Imagine a scenario where an advisor is choosing between two investment options:
- Option 1 has higher client fees and rewards the advisor with a commission once you invest.
- Option 2 is a low-cost, tax-efficient option with minimal fees, but doesn’t pay the advisor commissions.
Our vetting process ensures that advisors in the FindInvestPartners network are committed to recommending only the most beneficial options for you, not driven by commissions or fees. We believe that’s simply good practice.
You deserve better. FindInvestPartners provides that. Why not interview a carefully selected advisor who prioritizes financial planning, specializes in working with families, and offers transparent pricing?
Where are FindInvestPartners Financial advisors located?
The financial advisors in our network are located across the World Most FindInvestPartners advisors also work remotely and digitally, meaning you can connect with them no matter where you are.
How do we connect you with Financial Advisors?
The difference between FindInvestPartners and other platforms is that our team prioritizes quality over quantity.
Our process starts with a review of your financial goals and concludes with a carefully selected advisor, specifically matched to your unique situation.
By combining thoughtful analysis with innovative technology, we eliminate the guesswork when it comes to finding the right fit. Plus, our dedicated Concierge team at FindInvestPartners is here to assist you every step of the way.
What is FindInvestPartners Satisfaction Guarantee?
We will refund all advisor fees if you’re not satisfied with the advisor you found and hired through FindInvestPartners.
We work hard to carefully select the advisors in our network, which is why we’re confident in the quality of service you’ll receive. FindInvestPartners is committed to your satisfaction. Terms and conditions apply.
How do I get connected with with an advisor from the FindInvestPartners Network?
How do I get connected with an advisor from the FindInvestPartners Network?
- Complete our quick Find an Advisor form.
- Share some details about your financial goals and needs.
- Our platform will provide you with a carefully selected advisor who best matches your situation.
- Schedule time to interview your advisor.
- Get to know your advisor and determine if it’s the right fit for you.
Our Concierge team is here to support you throughout the interview process, answer any questions, and help you connect with the best advisor for your needs. We’re here to assist at any point during your advisor search!
How much does being connected to advisors cost?
FindInvestPartners is a free service that helps you connect with trusted advisors to grow and protect your wealth.
How long does it normally take to find the perfect advisor?
Within 24 hours, our team carefully reviews your financial situation, preferences, and goals, then matches you with an advisor from our network who is the best fit for your needs.
What happens if I’m not happy with my advisor recommendations?
If you’re unhappy with your initial recommendations, our Concierge team will help you find a better fit for your needs. You can schedule time with our team at any point during the process!
Does FindInvestPartners have account minimums for finding an advisor?
We have advisors in our network who can assist individuals with an income over $100,000 and investable assets of $150,000 or more. Our average client has over $750,000 in investable assets.
Fees
How does FindInvestPartners get paid?
FindInvestPartners is a free service that helps you connect with and interview financial advisors. The advisor compensates FindInvestPartners. We either receive recurring fees from the advisor as long as you remain a client, or a fixed referral fee.
At FindInvestPartners, we invest time in carefully selecting and vetting advisors to give you peace of mind. All of our advisors have been thoroughly vetted based on their fee structures and their commitment to acting in the best interest of their clients.
When do I pay for the advisor’s service?
You only pay the advisor once you have agreed to work with them. Your fee may vary, and you will pay the advisor directly based on your agreement with them.
What happens if I don't like my advisor?
We are proud of our high client satisfaction. We limit the size of our network and continuously evaluate our advisors to maintain a strong focus on quality. Our advisors are highly qualified and provide personalized client service. They work for you, not the other way around. If you hire an advisor through FindInvestPartners and are unsatisfied, we will refund your fees.