Warmer
Find and compare financial advisors
Warmer is a directory and matching service for finding financial advisors. It helps people search a database of SEC-registered advisors, compare fees, certifications and records, and book free introductory consultations. Advisor matching is provided by FinanceHQ LLC, an SEC-registered subsidiary of Warmer.
The platform offers advisor search, comparison of fees, certifications and records, and consultation booking. Listings include advisor profiles, firm details, specialties and credentials. Matching is provided by FinanceHQ LLC, an SEC-registered investment adviser. Warmer states that it does not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Warmer is for individuals seeking financial advisors. The service is free for clients, and advisor matching is provided by FinanceHQ LLC. Warmer may be compensated by participating advisors, though advisor fees are not increased because of a referral.
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