Here’s an Open Secret
Most financial advisors are not required by law to be “fiduciaries”. In other words, they are not required to put your best interests above all else. We think that’s insane, which is why we only work with the best.
My Financial Counsel only pairs you with advisors who are legally registered as fiduciaries and follow rigorous standards.
It’ll only take 5 minutes of your time and your answers are confidential.
You’ll receive a curated list with three financial advisors tailored to match your specific needs.
Get free consultations with advisors of your choice and select a plan that works best for you.
I truly did not understand that there were easy-to-find, hourly project-based financial advisors out there. We were overdue for this kind of check in.
LIZ, INDEPENDENT CONSULTANT, LEARN TO MAKE A PRODUCT
It was my first time talking to a financial planner who was a better fit for me.
If I hadn’t secured my investments the way that he advised me to, I know I would have easily lost tens of thousands of dollars based on historical data.
DAVID, ENTREPRENEUR, COLLEGE ZOOM
As a busy founder running a company, I was blown away by the advisor they curated for me – a former CPA who not only specializes in tech clients but also has work experience at a startup and understands the investor perspective. Completely exceeded my requirements and expectations.
JAMES, CEO & FOUNDER, JOBSCAN
The advisors at my bank talked about country clubs and buying a 2nd home — we’re talking about building our businesses and enjoying our family.
My Financial Counsel helped me discover a whole world of independent advisors who want to work with us and share our values. It was a breath of fresh air to speak to advisors I could relate to.
MARYAM, INDEPENDENT CONSULTANT, MOREFUL.LY
68% of MFC clients saved on expensive mistakes after a single session (meaning more resources for their businesses and families).
HANDPICKED FOR YOU
LET US DO THE WORK
FORGET THE DATA OVERLOAD
CHOOSE A CUSTOM PLAN
74% of clients we’ve matched had access to a financial advisor but never moved forward – until they used our service.
How We Can Help
Our network of financial advisors do more than investment management, they help you get organized and prepared for whatever your financial goal may be.
PLAN FOR YOUR FUTURE
• Retirement Planning
• College Planning
• Marriage Planning
• Early Retirement Planning
• Child Care Planning
MAXIMIZE YOUR RETURNS
• Investment Selection and Management
• Alternative Investments
• Tax Optimization
• Financial Checkup
• Debt Management
• Real Estate Planning
• Special Needs Planning
MINIMIZE YOUR RISK
• Risk Management
• Emergency Funds Management
• Legacy Planning
• Budget Planning
• Travel / Vacation Planning
• Insurance Planning
GROW YOUR BUSINESS
• Employee Benefits Planning
• Crowd-source Lending
• Small Business Planning
• Rental Income Management
Frequently Asked Questions
A fiduciary financial advisor must place the client’s best interest above all else. For example, if there were two identical investments, but the second one paid advisors a commission at the expense of higher transaction costs to the client, a non-fiduciary advisor could recommend the second. In contrast, a fiduciary advisor is legally prohibited from prioritizing their profits in such a way. My Financial Counsel will only match you with independent, fiduciary advisors.
Fee-only financial advisors are registered, fiduciary investment advisors who only receive compensation from their client. They have fewer conflicts of interest because do not receive commission for financial products. My Financial Counsel believes fee-only advisors are the true fiduciary advisors in the industry, and as such only matches you with fee-only advisors.
The cost of a financial advisor depends greatly on the complexity and duration of your engagement. For the fee-only advisors in our network, a one-off project for a specific goal or planning typically costs a flat fee of $1,000-$3,000. An ongoing financial advisory service typically has the same flat fee upfront, then a $150-$300 monthly subscription fee (asset management services may be a separate cost depending on the advisor). Some advisors also offer hourly advice sessions, ranging $200-$500 per hour, if you prefer to just get specific financial questions answered.
No. That’s the great thing about our network of advisors – they are flexible and will work with your preference. You have the choice of keeping your assets exactly where they are, or opt in for asset management service. Regardless of what you choose, your fiduciary advisor will prioritize your preferences and best interests.
You may want a financial advisor if you’re undergoing or planning a big life change, such as having a baby, buying a house, taking care of aging parents, or starting a business. Having a professional build a comprehensive financial plan for you may help you lay future plans if you’re busy or want a professional opinion.
Minimizing conflict of interest is of the utmost importance to us. Unlike many other advisor search platforms, we don’t do profit sharing or fees per lead. Instead, we charge vetted advisors a flat subscription fee to join our network. That allows us to truly focus on helping clients through the search process, without pressuring a match if it’s not the right fit.
High Standards Are Our Standard
We work with members of these top-tier organizations to ensure the highest quality.
Christine Su, CEO & Founder
Before starting My Financial Counsel, I worked at a major commercial bank and fintech startup. Despite my 10 years of experience in the financial sector, I ran into all kinds of challenges when searching for a personal financial advisor who had my best interests at heart.
That’s why I created My Financial Counsel — to help people find high-quality advisors who aren’t trying to upsell products or live off sales commissions. At MFC, we’ll only match you with fiduciary advisors who you can trust, and who will help you achieve your dreams and goals. No hidden agendas necessary.