Advisor match

Talk to a fee-only fiduciary, not a commissioned salesperson.

Tell us your situation. We'll match you with a vetted fee-only fiduciary advisor in your state. No obligation, no pressure, no cost to you.

Who this is for

You've got real money and real questions.

You have $100K+ investable (401(k), IRA, brokerage, cash).
You're facing a decision worth getting right: retirement timing, inheritance, divorce, Social Security claiming, Roth conversion, estate basics.
You don't want to be sold products on commission. A fee-only fiduciary is paid by you, directly, and is legally required to act in your interest.

We only match with fee-only fiduciaries. We never share your info with insurance agents, brokers, or commissioned advisors.

Get matched

Takes 2 minutes. A human reviews within 24 hours.

First name

Last name

Phone (optional)

State

Age

Investable assets (401(k), IRA, brokerage, cash — not home equity) A minimum of $100K investable is typical for a fee-only advisor engagement. Below that, our calculators and Pro walkthroughs are usually a better fit.

Primary reason you're looking

When do you want to talk?

Anything else we should tell the advisor? (optional)

I agree that MoneyBrief can share my information with one matched fee-only fiduciary advisor. I can unsubscribe anytime.

Educational only. Not financial advice. MoneyBrief is not an advisor and does not receive ongoing compensation from the advisor you're matched with.

How the match works

No black box. Here's what happens after you submit.

Within 24 hours, a human on our team reviews your situation and picks 1–2 fee-only fiduciaries in your state whose specialty fits your question.
We send you their names, credentials, and a short description — you pick one.
The advisor contacts you for a free intro call. No fee, no obligation. If they're not a fit, tell us and we'll try again.
We disclose our compensation. MoneyBrief may receive a referral fee from the advisor's network. This does not change what you pay the advisor and does not affect our match selection.

That's your brief. The move is yours.
— The MoneyBrief Team