Cerulli Associates reports about 35% of US households work with a financial professional, with engagement rising sharply once investable assets exceed $250,000. Answer six questions about your assets, complexity, confidence, available time, life stage, and competing goals to see whether DIY is reasonable for you today or whether an advisor relationship would pay for itself.
Compare You Would Benefit From an Advisor vs DIY Is a Reasonable Path For Now and get a data-driven recommendation for your situation.