Financial guidance, matched to how complex your life actually is.
Pladsy matches you with a verified financial advisor when your situation calls for one — or a trustworthy digital-first solution when it doesn't.
Why Pladsy is different
Verified, not just listed
Every advisor's registration and credentials are checked before they ever appear in a match.
Matched to your complexity, not your net worth
No $150K minimum. If a human advisor isn't the right fit yet, we say so.
One qualified match, not a lead list
We send you one clear recommendation, with context on why — not a spray of unqualified leads.
Compare before you commit
Weigh expertise, fees, and credentials side by side before requesting an introduction.
A simpler path to the right advisor.
Complete the quiz
A two-minute intake on your goals, situation, and how you'd like to meet.
Review advisor matches
See advisors matched to your goals, not a generic directory listing.
Compare profiles
Weigh expertise, fees, credentials, and meeting options side by side.
Request an introduction
Reach out directly inside Pladsy once you've found the right fit.
Explore what Pladsy can help you plan for.
Pick a need to see how Pladsy approaches it — then get matched with an advisor who specializes in exactly that.
Retirement
Build and stress-test a plan for retiring on your terms, from savings rate to withdrawal strategy.
Get matched for this need →How matching works
Tell us what matters. We'll find who fits.
Your goals, location, fee preference, and meeting style all factor into who you're matched with — not a generic directory search.
See exactly who you'd be working with.
Every profile shows credentials, fee model, specialties, and how they prefer to meet — before you ever reach out.
Real advisors, real vetting
Every advisor's public record is reviewed before they ever appear in a match.
Before an advisor appears in a match, we check their registration and credentials against publicly available regulatory records — so the person you talk to is exactly who they say they are.
Regulatory record
Reviewed against publicly available regulatory filings.
Credentials we review
Compare advisors before you decide.
See how matched advisors stack up on expertise, fees, and fit — side by side.
Elena Torres
James Mercer
Expertise
Retirement, Tax-aware planning
Estate planning, Business owners
Credentials
CFP®
CFA, CPA
Fees
Fee-only
Fee-based
Account minimum
None
$250K
Location
Austin, TX
Remote / Online
Meetings
Virtual & in-person
Virtual only
Learn as you go.
Guides and free calculators to help you understand your options, matched or not.
Advisor Basics
How to Choose a Financial Advisor
6 min read
Advisor Basics
What Does a Financial Advisor Do?
5 min read
Advisor Basics
Do I Need a Financial Advisor?
5 min read
Try a calculator
Explore all calculators →Mortgage Calculator
Estimate your monthly payment, total interest, and payoff timeline for a home loan.
Retirement Calculator
See whether your current savings rate is on track to meet your retirement goal.
Investment Calculator
Project how a portfolio could grow with regular contributions and compounding.
Income Tax Calculator
Estimate your federal tax, effective rate, and after-tax income.
Frequently asked questions
Is Pladsy free to use?
Yes. Getting matched with an advisor or a digital-first solution never costs you anything.
How are advisors verified?
Every advisor's registration and credentials are reviewed against publicly available regulatory records before they're ever eligible to appear in a match.
What if I don't need a human advisor?
That's fine — Pladsy is built to say so. If your situation is simple, we'll point you to a trustworthy digital-first solution instead of pushing you toward an advisor you don't need yet.
Is my information kept private?
Your quiz answers and messages stay inside Pladsy. Our chat actively blocks attempts to share phone numbers, emails, or social handles before you're ready to take a conversation further.
I'm a financial advisor — can I join?
Yes. Advisors can sign up, choose a plan, and start receiving matched introductions once their credentials are verified.
Find financial expertise aligned with your goals.
Two minutes of questions, one clear recommendation. No obligation, no cost.
Find an advisor