Financial Help Matcher

What kind of financial help actually fits you? Ranked by fit for your assets, needs, and how hands-on you want to be.

Educational tool, not investment advice. Before hiring anyone, verify fiduciary status and how they’re paid — Form ADV Part 2 is public and readable.

Your situationresults update live — no account, no AI

Investable assetsMain thing you needHow DIY are you?In your own words (optional)Recognized signals become chips — click each one to set how much it counts.

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Your complexity

0/5

What makes your money situation more than plain-vanilla.

Equity compensation (RSUs / options)?

Business owner / self-employed?

Want tax planning included?

Estate coordination needed?

Insurance to sort out (life, disability, umbrella)?

How you want to work

0/2

How you like to pay and how often you want to talk.

Fee sensitivityOne-time or ongoing relationship?

Ranking confidence Early read (24%) · Answer next: DIY comfort, Investable assets, main need

How these results work

Each option starts from curated 0–100 scores on cost, complexity handling, incentive alignment, and involvement fit, and your answers reshape those scores up or down.

The per-card breakdown shows exactly which answers moved each option; Access is scored separately from fit, so a great-fit option with a steep minimum stays visible instead of vanishing.

Runs entirely in your browser. Nothing you type here is stored on our servers.

Scores start neutral — answer anything on the left and the list below re-ranks instantly.

Researched recommendations are coming

This ranking matches you to a TYPE of help, instantly and mechanically. A research layer is planned on top: real firms and planners matching your profile, fee benchmarks, and public-record checks (Form ADV, BrokerCheck).

Find real candidates near me

Fee-only planners and RIAs matching your profile

Benchmark the fees

What your asset level should pay in each model

Prep the first meeting

The questions that expose misalignment in the first call

Planned — the instant ranking above never waits on it. Tell us which research you’d want first.

Educational only — not investment advice, not a recommendation of any firm or product. Verify fees and fiduciary status directly. Runs entirely in your browser; nothing you type is stored on our servers.