VERDICT
A CFP® professional is a trusted financial advisor committed to acting in your best interests, so you can be confident you're on the path to a secure future. - letsmakeaplan.org
Depends. Use LetsMakeAPlan.org as a free starting point to find and compare CFP® professionals and understand fee models. Don't treat listings as pre-screened — the WSJ found disclosed red flags were omitted, so verify each planner separately on cfp.net.
Medium. Based on 14 public sources; this is a CFP Board consumer directory, not software.
$0
Directory search
high
WSJ found the directory omits disclosed disciplinary problems — verify each planner on first
medium
Fees swing widely: $100–few hundred/hour; plans $1,000–$5,000+; some charge ~1% of assets yearly
medium
AUM-fee advisors are listed too — costly if you prefer flat-fee or advice-only models
low
No security page found on the site
Value for money: 5/5
Rating
$0
Starting price
10
Sources
Analyzed
$0
$100 to a few hundred per hour
$1,000–$5,000 per plan
~1% of assets yearly
No known vulnerabilities found in the sources reviewed.
Reddit threads debate whether advisors are worth their fees at all; none of the reviewed threads discuss LetsMakeAPlan.org directly.
Compare Let's Make a Plan (CFP Board directory) with each alternative.
Verify any planner's certification and disciplinary history directly
Let's Make a Plan (CFP Board directory) vs CFP Board verification (cfp.net)Free checks on advisor licenses, registrations, and complaints
Let's Make a Plan (CFP Board directory) vs FINRA BrokerCheckFee-only fiduciary planners for fee-sensitive, DIY-minded investors
Based on 14 public sources; this is a CFP Board consumer directory, not software.
Free CFP® planner directory — good starting point, but it hides disclosed disciplinary issues. Verify separately.
Based on 14 public sources; this is a CFP Board consumer directory, not software.
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