Get Started

/Get Started
Get Started2018-10-07T20:07:03+00:00
Thank you for using AdvisorFit. Once the advisor completes his or her questionnaire, you will receive a copy and an automated analysis of his or her answers. To ensure you receive the analysis, check your spam / junk mail and add info@advisorfit.com to your contacts.
    Check all of the services you are interested in receiving from this advisor.
  • The tendency is to want to overestimate the amount of assets in order to attract a better advisor. Don’t do this. You don’t want to be the biggest client, nor do you want to be the smallest. You want an advisor that is comfortable and knowledgeable in managing assets in your range.
  • Advisor Information

    Fill out the forms below to send the advisor of your choice this information
  • If you’d like, you can provide additional information about yourself and your financial situation to the advisor so he/she can respond to your unique needs.
  • Additional Information

  • This field is for validation purposes and should be left unchanged.