🔍 Pladsy Match Survey

Let’s find the right financial advisor for you.

This takes less than 2 minutes.

1. What’s your age range? *

Under 30

30–45

46–60

Over 60

2. What state do you live in? *

5. What stage are you at in this journey? *

Just getting started

I’ve done some planning

I already have an advisor, but I’m looking to switch

6. Do you prefer to meet your advisor *

Online only

In-person (local)

No preference

7. What type of advisor are you looking for? *

A full-service financial planner

An investment-focused advisor

An insurance expert

I’m not sure — I want guidance

Full Name

Phone *

Email *

I agree to receive SMS messages and be contacted by a financial advisor. I can reply STOP to unsubscribe at any time.

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STILL NOT SURE?

Frequently Asked Questions

Everything You Need to Know Before Getting Matched — Simple, Secure, and Designed with Your Best Interest in Mind.

1. Is it free to use Pladsy?

Yes. Our matching service is 100% free for users. You’ll never be charged for taking the survey or receiving advisor recommendations.

2. How do you choose which advisors to recommend?

We match you with advisors based on your financial goals, location (or preference for remote services), and available assets. All advisors are vetted and meet strict professional standards. Every advisor must pass the same screening process.

3. Are the advisors fiduciaries?

Yes. Every advisor we match you with is a fiduciary — legally obligated to act in your best interest.

4. Will my information be kept private?

Absolutely. Your information is encrypted, securely stored, and only shared with advisors you're matched with. We never sell your data.

5. When will an advisor contact me?

Once matched, an advisor typically reaches out within 24–48 hours to schedule your free initial consultation.

6. Can I choose a different advisor if I don’t feel it’s the right fit?

Yes. You’re under no obligation to work with a matched advisor. If you’d like more options, we’re happy to help.

7. Do I have to meet with the advisor in person?

Not at all. You can choose to work with a local advisor or someone who offers virtual consultations — whichever you prefer.

Pladsy Financial LLC operates as a matching service, connecting users with third-party financial advisors who are registered or chartered as fiduciaries with a U.S. regulatory body. Pladsy Financial LLC does not manage client funds, hold custody of assets, or provide specific investment advice. Our role is limited to helping users find relevant financial advisors through our online questionnaire, based on the information provided. Pladsy Financial LLC receives compensation from advisors who participate in our platform, but we do not review the ongoing performance of any advisor or participate in the management of any user's account.