WiserAdvisor is America's oldest and largest independent network of prescreened financial advisors. We make it easy and convenient for individuals to find and connect with qualified financial advisors in their local area.
Written by the business, not verified by us.WiserAdvisor (www.wiseradvisor.com) has a 4.1 out of 5 rating on OK.one, based on 101 user reviews collected here. It is listed under Money & Insurance and its reputation is good. 78% of reviews are 4 stars or higher and 9% are 1 star; The business has replied to 24% of negative reviews; 10 of them were added in the last 12 months. Last updated 2026-09-07.
Received three referrals, met with two planners. Was able to make a decision based on 3 meetings and a prior experience with another financial adviser. Not knowing what to expect, it was good to have 3 to compare. I was surprised at how differently they all presented themselves. If you decide to use a Financial Planner, be sure to meet with more than one. They are not all created equal.
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