Frequently Asked Questions

 AdvisorWiz is a platform that connects consumers with verified financial advisors based on their unique financial needs and goals.

Consumers provide details about their financial needs, and our platform matches them with a trusted financial advisor. Advisors can join the platform to grow their client base.

For consumers, AdvisorWiz is free to use when searching for financial advisors. Financial advisors may need to subscribe to a membership plan to access leads and offer services.

 Simply sign up and answer a few questions about your financial needs, and our system will match you with a qualified financial advisor.

 Yes! We ensure that all financial advisors on our platform are licensed and meet industry standards before being listed.

 Yes, you can schedule an appointment with a financial advisor directly through our platform.

 We provide detailed profiles for each advisor, including qualifications, experience, and client reviews, to help you make an informed decision.

 Advisors can sign up, provide verification documents, and select a subscription plan to start connecting with potential clients.

•  Access to high-intent clients actively seeking financial guidance.
• Increased visibility and credibility in the financial industry.
• A streamlined process to schedule and manage client consultations.

 We offer various subscription plans. Pricing details can be found on our membership page.

 Yes. We use industry-standard encryption and security protocols to keep your data safe. We also do not sell user data to third parties.

Your personal information is used solely for matching you with advisors and improving the user experience. More details can be found in our Privacy Policy.

 You can reach us via email at support@advisorwiz.com

If you have any concerns, please report them to us at support@advisorwiz.com, and we will investigate the issue.