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Ask an Advisor

Ask An Advisor: I Want to Build a New House for $700k. Shoul...

April 28, 2025Read More

Ask an Advisor

Ask an Advisor: Do IRA Withdrawals Before I Turn 73 Count To...

April 25, 2025Read More

Ask an Advisor: Where Should I Put the $110k I’m Getting fro...April 21, 2025
Ask an Advisor: Should I Move Some of My $650k from Stocks t...April 7, 2025
Ask an Advisor: I’m 69 With $370k in Equities, But I’m ‘Gett...March 31, 2025
Ask an Advisor: My Wife Will Retire 2 Years Before Her Full ...March 24, 2025
Ask an Advisor: I Need $3500 Per Month to Cover My Expenses....March 17, 2025
Ask an Advisor: Will the $500k in My Retirement Account Be T...March 10, 2025
Ask an Advisor: We Sold an Investment and Our Medicare Part ...March 3, 2025
Ask an Advisor: I’m 54 and Inherited a $100k Annuity from My...February 24, 2025
We Have $1.6 Million in a 401(k) and $1.1 Million in Other I...February 18, 2025
Ask an Advisor: My Net Worth Is $3.76M and I’ll Collect $4,6...February 10, 2025

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SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset'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. SmartAsset receives compensation from Advisers for our services. SmartAsset 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.