Frequently Asked Questions

The purpose of InvestorSource is to provide Investors with a platform containing high quality searchable information pertaining to Investment Advisors and Financial Planners (together, "Advisors"). The information is provided to assist Investors in identifying Advisors that meet their needs and provides a platform for them to directly connect and schedule meetings through the platform with Advisors. See "ABOUT US" for additional information.

The cost is free, InvestorSource does not charge investors to utilize its platform.

No, InvestorSource does not have any referral arrangement in place with Advisors. Nor does InvestorSource receive commission from Advisors for new clients obtained through the site. InvestorSource only receives a fee from Advisors who have "paid profiles," which allow Advisors to customize their profiles and utilize other tools.

Each Advisor has its own investment minimum, Investors can see a range of investment minimums for Advisors who subscribe to InvestorSource.

Data is sourced through public databases and the information is published directly from Investment Advisors and Financial Planners whom subscribe to InvestorSource.

Investor Source does not sell, rent, or trade your email address or any other personal information. We respect your privacy and take the responsibility of protecting the information that you share with us very seriously. View our complete privacy policy and let us know if you have any questions or concerns.

Please see the Contact Us Page.

Yes, please contact us. We generally only allow financial services companies to advertise on InvestorSource, however, we may make exceptions.