Fiduciary Financial Advisors For Authors

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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

We Only Work With The Best Financial Advisor Firms

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Meet With An

Independent Financial Advisor For Authors

Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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

Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor For Authors

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can a Financial Advisor Help Authors?

Authors (and other creative professionals) often have complicated, standoffish relationships with money. They know they need it. They work hard to get it. But, when it comes in, they may not know how—or might be simply disinterested in—managing it effectively. A financial advisor familiar with the “author’s life” can help them put together a financial management strategy that not only makes sense to them, but also allows them to feel more confident in their finances now and in their future retirement-age years.

Questions Authors Should Ask Their Financial Advisor

Can I easily change my services and/or pay structure as my circumstances change?

As a writer, your income is likely tied to what you publish, usually in the form of royalties for sales. In this case, your income may be unpredictable and possibly inconsistent. Ideally, your financial advisor can help your finances grow despite that fact, and can accommodate changes in your income by altering your plan.

What are my options for retirement vehicles?

If you are working primarily for yourself, you are likely to have to set up your own retirement account. This is a great financial resource to have to ensure future income, especially if you plan for your writing career to eventually come to an end in retirement.

How can you optimize my taxes?

If you are working for yourself, your taxes will be particularly complicated. Luckily, that also means that there is usually lots of room to reduce your tax payments. A financial advisor can help you get the most out of available deductions and keep your taxes well-organized.

Find A Fee-Only Financial Advisor For Authors

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
  • This field is for validation purposes and should be left unchanged.
A closeup shot of a vintage typewriter keys


Top Financial Advisors Serving Authors

Financial advisors are money management experts that can help you get the most from your money. If you are an author, an advisor can be a particularly valuable resource, as they can help secure a reliable source of future income that covers you during periods of inconsistent payments. Most importantly, they free up significant amounts of your time and mental energy, leaving you with more for your writing, social life, and other things of importance.

Man hand with pen writing on notebook.

Besides authors, our financial advisors are also qualified to help those in the following fields:

  • Poets, novelists, and other artists and writers
  • Journalists
  • Bloggers
  • Freelance writers
  • Editors and publishers
  • Book critics
  • Academics and researchers
  • Those working in other forms of media, including non-print, such as website owners, columnists, article writers, and more

When Do You Want To Retire?

How far away is your dream life?

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

Other Resources On
How To Choose a Financial Advisor For Authors

What is the Value of Partnering with a Financial Advisor?

How to Choose a Financial Advisor

Questions to Ask Your Financial Advisor

FAQs About Certified Financial Advisors For Authors

The industry standard price charged by a financial advisor is as a percentage of your assets under management, usually between 0.25% and 1%. Many advisors can also accommodate a flare rate or hourly fee structure.
Financial advisors provide financial advice, planning, and management to help you reach your financial goals, while having a minimal impact on your lifestyle.
How can you secure a steady stream of income for me for the future? Are you a fiduciary? For about how long do you think my costs will exceed my returns? Put another way, when will my returns exceed the cost of your services?
If you know any other authors or writers that use a financial advisor, asking them for a recommendation is a good place to start your search. Otherwise, people are increasingly finding their advisors online, where they can easily browse through and compare firms and individuals.