Unbiased Review: Find the Right Financial Advisor for You

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4.5
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Quick Take: Unlike a traditional financial advisor firm, Unbiased works for you the individual by finding the right certified financial planners or investment advisors for you. All types of financial advisors and firms pay to be listed on the Unbiased website. This allows you to shop around before paying for any services, while Unbiased assists you with finding the financial professionals that best match your needs.

Pros

  • Helps you choose a financial advisor for free
  • You can take advantage of a wide variety of products they sell
  • A one-stop shop to help you expand your investment portfolio

Cons

  • Can be less user-friendly than other robo-advisors
  • Though the platform is free, the advisors and firms it matches you with are not

Unbiased Overview

Unbiased helps match you to the best accountants, buying and selling investments, estate planning, retirement planning or mortgage specialists to better align your next money moves with your financial goals. You can search within the vast arsenal of professionals they have registered to find what you need in just a few moments. Every advisor has received FCA accreditation.

Advisors will search the whole market when recommending financial products for a customer, which is a good vetting for you as a customer. You don’t have to sift through a bunch of offers that don’t directly deal with your financial needs.

Unbiased: Key Features 

Finding and using the right whole-of-market advisor for you is important to better paint your future financial picture. You want a platform that can search every available product for you so you can make an informed decision about what’s best for you. Here are some of Unbiased’s key features you should to consider:

  • Cost
  • User experience
  • Product selection

Cost 

Think of Unbiased as the first step in reaching your financial goals. The service itself is free, which helps you find the right financial advisors or firms. However, keep in mind that doesn’t dictate how much you’ll have to pay the advisor you choose. 

First, you’ll complete an assessment that matches you with recommended advisors. This feature is free; that way, you don’t risk finding out you went with the wrong firm the hard way. There is zero obligation to go with any financial advisor Unbiased matches you with, so you can also pick and choose which one best suits your budget.

If you’re curious how Unbiased makes money even though it’s fee-free, worry not. Instead of charging you, the platform simply charges the advisors that list their products and services. Firms and advisors pay Unbiased a subscription fee plus an additional finder fee for any customers it gets from the site. 

User Experience 

You’ll have access to a variety of independent financial advice from qualified firms, and this is a value in and of itself. Unbiased grants you such access to SEC-regulated and qualified financial advisors to take some of the guesswork out on how you’ll reach your financial goals. Your money needs are unique, so the advice you get should be as well. 

Product Selection

No matter what you are in the market for, both literally and figuratively, Unbiased can help you find a multitude of products and services through their registered advisors. Here are just a few options it offers to help you with to get started:

  • Retirement planning
  • Estate planning 
  • Mortgage broker specialists
  • Investment opportunities
  • Stockbroking services
  • General financial planning
  • Growing your savings
  • Tax and trust planning
  • Business loans
  • Insurance and long-term care

How Unbiased Compares

Sometimes you need to shop around before you commit to get the best financial advice you can find or afford. Here are some side-by-side comparisons to similar platforms and companies so you can see how Unbiased stacks up. 

Unbiased vs. Indifi Technologies 

Indifi Technologies is a platform that connects consumers to financial and legal advisors. This can include such services as mortgage brokers, accountants and other financial advisors. It’s similar to Unbiased but may be more limited in its scope. 

Unbiased vs. Self Financial

You can also compare Unbiased to Self Financial as it’s also a company that provides financial tools such as credit score analysis and loan assistance. It’s headquartered in Austin, Texas and can provide financial assistance nationally. 

How To Apply 

Applying to get matched with a financial advisor is a pretty straightforward process with Unbiased. You can simply follow these steps:

  1. Complete the online form on the Unbiased website.
  2. Get matched with a financial advisor that fits your needs.
  3. Schedule your free first meeting with the advisor you choose.

Final Take To GO: Is Unbiased Right for You? 

When you’re looking for sound financial advice, you’ll want to have access to all the benefits an advisor offers. An Unbiased advisor is best for you if you have been wanting to search for more specific financial products without having to research different firms endlessly. 

FAQ

Here are some answers to frequently asked questions about Unbiased.
  • How does Unbiased make money?
    • Unbiased is free for its customers, but it makes money by charging the advisors that list their products and services. Firms and advisors pay Unbiased a subscription fee plus an additional finder fee for any customers it gets from the site.
  • What is Unbiased.com?
    • Unbiased matches you with the best accountants, buying and selling investors, estate planners, retirement planners or mortgage specialists to help you with your needs. You can search through thousands of financial professionals the site has registered to find what you need in seconds.
  • How do I find a financial adviser?
    • Finding a financial adviser can be tricky, but luckily there are platforms such as Unbiased that help you narrow down which one will work best for you. Here's how you apply:
      • Complete the online form on the Unbiased website.
      • Get matched with a financial advisor that fits your needs.
      • Schedule your free first meeting with the advisor you choose.

Editorial Note: This content is not provided by any entity covered in this article. Any opinions, analyses, reviews, ratings or recommendations expressed in this article are those of the author alone and have not been reviewed, approved or otherwise endorsed by any entity named in this article.

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