FAQ
What types of accounts does NerdWallet Wealth Partners support?
NerdWallet Wealth Partners can help their clients with their taxable brokerage accounts and individual retirement accounts. It can also help clients rollover funds that are currently in a workplace retirement plan, such as a 401(k).
Is NerdWallet Wealth Partners Safe?
Yes, NerdWallet Wealth Partners is an SEC-registered firm, which means it is required to publicly disclose information about any complaints or regulatory actions.
NerdWallet Wealth Partners’ advisors are all fiduciaries, meaning they are legally required to act in the best interests of their clients. Additionally, NerdWallet Wealth Partners recommends that its clients use Schwab as their brokerage firm, which is insured by the Securities Investor Protection Corporation to help recover your funds if the broker goes out of business.
How does NerdWallet Wealth Partners compare to other advisors?
NerdWallet Wealth Partners is fairly new compared to the other advisors we reviewed, as it was only launched in 2025 (after NerdWallet acquired a firm founded in 2019). Unlike some advisors, the firm accepts clients with assets under $100,000. However, customers with lower account balances will have to pay higher fees.
NerdWallet Wealth Partners’ fees are also lower than many of its competitors. Many firms start with fees of no more than 1% of AUM, while NerdWallet Wealth Partners’ fees range from 0.40% to 0.90% for clients with assets of $100,000 or more.
Is NerdWallet Wealth Partners suitable for beginners?
NerdWallet Wealth Partner’s financial coaching services make it attractive to beginners, but its high fees may be a deal-breaker. Investors with less than $100,000 in assets must pay a flat annual fee, which can be a large percentage of their balance and significantly higher than what an advisor offering more service to beginners would pay.
What customer support options are available from NerdWallet Wealth Partners?
NerdWallet Wealth Partners provides access to a dedicated financial advisor that you can contact whenever you need assistance. In addition to your dedicated advisor, other team members can work on your account as needed. Existing customers have several tools available to get assistance, including a plan dashboard and reporting portal.
