The Question
Are there any investment advisors that accept clients with a small investment balance?Are there any investment advisors that accept clients with a small investment balance?
Are there any investment advisors that accept clients with a small investment balance?
Yes, there are definitely advisors who work with clients just starting out. Many fee-only financial planners, especially those who offer subscription-based or hourly models, are open to working with clients regardless of asset size. You might want to look into advisors who are part of the XY Planning Network or the Garrett Planning Network—they both focus on making financial advice more accessible to people at all stages of wealth building.
Some advisors may also help you get started with smaller accounts and grow with you over time. If you’re open to virtual meetings, that can expand your options even more.
Happy to share some recommendations if you’re looking for someone in a specific area or with a particular focus.
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