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Notable AdvisorsWhat people are saying about advisors on Onesta
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Dale Braun
5.00
"Dale is so knowledgeable and took the needed time to go over every detail with us. I'm con..."
- Kelly Danko
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Daniel Chrzanowski
5.00
"I met Dan at a networking event almost two years ago. After only a few minutes of talking..."
- Randy Lindorff
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Dustin Mccain
5.00
"Dustin is great. He takes the time to really listen to your goals and future plans. He is ..."
- Brian Jones
Latest advisors to join Onesta
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Lukas Gemeinhardt
0.00
Hello! I am a co-founder of Onesta. My goal in creating this platform is to highlight amazing adviso...
Jason Zigmont
0.00
Arber Jashari
0.00
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Get an advisor background checkWe provide details about legal action taken against advisors so that you can be aware of their history.
2
Look through client reviewsDid you know reviews of advisors were illegal until November 2022? We are working to collect reviews to help you make more informed decisions.
3
Find crucial business informationOnesta collects and processes every advisor’s SEC registration data (form ADV) for your benefit.
4
Get to know an advisor personallyAdvisors can claim their profile and provide personal information so you can get to know them before making a decision.
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Tools & Resources
13 CRUCIAL QUESTIONS TO ASK A FINANCIAL ADVISOR IN YOUR FIRST MEETINGWe've compiled a list of the top 13 questions that should be asked during your initial consultation with an advisor.
5 COMMON MISTAKES WHEN MANAGING A FINANCIAL WINDFALL AND HOW TO BEST MANAGE YOUR MONEYWhen you receive a sudden windfall of money, the most important thing is to stay calm and not make any hasty decisions.
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