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Advisor vetting process

Advisor Vetting Process

We are committed to finding someone you feel comfortable with to manage your wealth. Net Worth EDU's extensive vetting process ensures your in the right hands.

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Advisor Vetting Process

Net Worth EDU employs a rigorous vetting process to ensure only top-tier financial advisors join its network. Advisors are evaluated on credentials, experience, fiduciary standards, investment expertise, and financial planning skills. Eligible advisors must hold recognized designations, have at least five years of client-facing experience, and demonstrate a commitment to acting in clients' best interests. This thorough process guarantees clients access to exceptional, unbiased financial guidance.

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Advisor vetting process

Key Factors We Evaluate

Advisors are evaluated on credentials, experience, fiduciary standards, investment expertise, and financial planning skills. Eligible advisors must hold recognized designations, have at least five years of client-facing experience, and demonstrate a commitment to acting in clients' best interests.

Credentials

Advisors must hold at least one of the following professional designations: Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA).

Fiduciary Duty

Advisors in Net Worth EDU's network are obligated to act in their clients' best interests, ensuring unbiased and transparent advice.

Experience

A minimum of five years of relevant client-facing experience is required for advisors to be considered.

"Net Worth Education was able to help me find an advisor that could assist with my unique situation. I now feel confident my family will be taken care for another life time!"

Mr. and Mrs. Kellington
Camden, New York

"I grew up with a family that did not talk much about finances and was never really educated on how to plan for our future. Once I had a child of my own, we wanted things to be different. Net Worth EDU helped my wife and I connect with a Financial Advisor who really took the time to educate, plan, and point us in the right direction financially."

Sean P. Davidson
Waco, Texas
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