FAQ: Are There Advisors That Are Familiar With The Platform That Can Help?

We've made it even easier for you to connect with a fee-only or advice-only financial planner through Adviice using the "Find an Advisor" Section.

These financial planners are already using Adviice with their clients and they have different service offerings, from short 60-minute consult meetings, to longer retirement planning engagements.

When you "connect" with an advisor you'll be able to view their booking calendar and in turn they will be able to view your account information. This connection can be removed at any time in the Advisor Connections page. We've started with a smaller group but we will be adding many other advisors in the coming weeks.