![]() ![]() Traditional financial advisors: These include Certified Financial Planners (CFP), brokers, Registered Investment Advisors (RIA), and wealth managers.Online financial-planning services are usually automated and can help you build financial plans and budgets, in addition to portfolio building, goal setting, and reporting. ![]() Online financial-planning services: These services go a step further than robo-advisors, often offering a broader scope of options.These kinds of services are generally low-cost, but limited in what they can offer. It uses algorithms and often artificial intelligence to determine your risk tolerance and what investments may be good to make. Robo-advisor: A robo-advisor is an automated platform that makes investment recommendations based on information you input to the system.These days, you'll find a variety of types of financial advisors available to you. ![]()
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