FinanceHQ Review
Matches you with up to three fiduciary advisers, free to you. Independent FinanceHQ review: 3.8/5 for financial advisors.
By Michael Hewitt, Founder & Editor-in-Chief. Rates last checked September 9, 2026.
Our verdict
People near retirement who want to meet up to three fiduciary advisers without cold-calling get that free, from a matching service that is itself a registered adviser with a clean record. The pool is the advisers in this network, not every adviser available. Read each match's Form ADV Part 2, since this service's record says nothing about theirs.
Skip it if you want an adviser's fee before the first meeting, or a pool not shaped by who paid.
About FinanceHQ
Matches you with up to three fiduciary advisers, free to you. FinanceHQ is offered by FinanceHQ LLC (SEC 801-127505). We could not find a published customer rating for it on Trustpilot or the Better Business Bureau, so none is shown.
Best for: People near retirement who want to meet three fiduciaries without cold-calling.
Editorial grade: B (composite score 76/100).
Highlights
- A registered investment adviser in its own right: SEC file 801-127505, active, no disclosure events on record
- States up to three vetted fiduciary adviser matches, free to the consumer
- Complimentary initial consultation with each match
- Positions itself around retirement, RMD strategy, Social Security timing and tax-efficient investing
What we like
- Registered and clean on the adviser register, which is more than every matching service can say
- Matching to fiduciaries specifically is the right filter, and it is the one most consumers do not know to apply
- Three matches is enough to compare and few enough to actually meet
- No cost to the consumer
Where it falls short
- The pool is the advisers in this network, not every adviser available. The word "vetted" describes a screen, not a ranking
- "Fiduciary" is a status that can apply to some accounts and not others at the same firm; ask each match where their duty changes
- Nothing here tells you what the adviser will charge; that conversation happens after the match
Fees, minimums, and rates
Monthly fee: Free to the consumer. Minimum to open: Varies by matched adviser. Rates and fees last checked on September 9, 2026.
How we reviewed it
This is a desk review: we have not opened an account with FinanceHQ LLC (SEC 801-127505). It is built from FinanceHQ LLC (SEC 801-127505)'s published rates, fee schedule and terms and from the public complaint record, and compared with the other products in the Financial Advisors shortlist. The rubric is the same for every brand.
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Read our full editorial methodology for how we review products.