Habits | Find Your Financial Advisor

Eliminate the Risk of Doing It Yourself

We make it easy for those in their 20s, 30s and 40s to find a financial advisor.

Are you a financial advisor?

1,000+ Users

found their financial advisor through Habits.

5.7 Million+ Viewers

across social media in the last 60 days.

Trusted by those at

The Problem

The Financial services industry is outdated

The most formative years of anyone's financial plan is the start, yet the majority of financial advisors only cater to those nearing retirement.

With Typical Advisors:

$2.0M

Investible Assets Required To Work With Them

Limited

To Products They Make Commission On

1-800

Numbers When You Want To Contact Them

But Habits Advisors Are Different...

What We Do

Making it easy to find your financial advisor

We bring together the best financial advisors for those that have outgrown the ability to "do it themselves".

Are you a financial advisor?

No asset or income minimums

We've done the vetting for you

Side-by-side advisor comparison

You request the meetings

Tell Your Story

Let us know your circumstances, preferences and goals in order to only see the most suitable financial advisors.

your situation

income

$150k

Assets

$250k

Debt

$250k

why you're here

investments

risk

equity

Taxes

family planning

debt

your preferences

flat fee

subscription

aum

Review Your Matches

Compare your list of suggested advisors side by side and decide who you would like to meet with.

Mike

Harding Financials

Pricing Model

Subscription Model - $150 per month
Assets Under Management - 0.75%

Specialties

Family Planning
Estate Planning
Equity Compensation

Personal Statement

After more than 20 years in the industry, I found my passion was strongest when helping those plan for the future of their family. As a father of two myself, I know the importance of setting yourself up to provide your children with the best possible start in life.

Julie

McIntyre Planning

Pricing Model

Subscription Model - $100 per month
Flat Fee Model - $1000 per annum

Specialties

Large Purchase Planning
Risk Management
Education Planning

Personal Statement

I realised my passion for financial planning during the process of saving to buy my first home with my (now) husband. Taking the passion I had for seeing my goal and planning towards it, combined with my love of helping others led me into the financial services and I haven’t looked back since.

John

Sunset Capital

Pricing Model

Subscription Model - $250 per month
Assets Under Management - 0.65%

Specialties

Tax Planning
Investment Management
Debt Management

Personal Statement

With over a decade of experience, I am passionate about empowering individuals and families to achieve their financial goals. I'm committed to providing clear, honest advice and maintaining the highest standards of integrity and professionalism in every client relationship.

Request To Meet

Send meeting requests to any advisors you like the look of and book a time to chat directly onto their calendar.

John

Sunset Capital

Pricing Model

Subscription Model - $250 per month
Assets Under Management - 0.65%

Specialties

Tax Planning
Investment Management
Debt Management

Personal Statement

Intro Call 📞

Hi John,

I've sent you a request for an introduction meeting. I'd love to take some time in the call to focus on my equity compensation.

Send

Send Later

Remind Me

Graphic displaying a confirmation of a Google Meet meeting scheduled between a user and a financial advisor in the Habits app for a specific date.

Tell your story

A graphic from our app showing a users net worth broken down into their assets and liabilities

Your Finances

A speech bubble showing the description of the situation a user is going through, explaining they come from a family of savers and are looking for someone to help put together a financial plan

Your Situation

A graphic showing some of the different preferences you can set on our application

Your Preferences

Compare Your Options

A graphic showing a comparison of the profiles of two different financial advisors

Book your meetings

A graphic showing a list of different advisor profiles

A screen from our application showing a calendar to book time with a chosen financial advisor

A graphic showing a confirmation of a booked meeting with a financial advisor

Matchmaking

How does it work?

Compare the options available to you, request a meeting and secure time with your selected advisors.

everything in one place

Find your financial advisor

Tell your Story

Compare Your Options

Compare advisor profiles application graphics

Book Your Intro Meetings

Find your financial advisor

Are you a financial advisor?

A graphic showing how no contact information is shared

No contact info shared

We built this platform with the intention of empowering our users to choose when and how their information is shared.

A graphic showing that the platform is free to use

How we make money

We charge an annual membership fee to the advisors on our platform, allowing us to provide our service to you at no cost.

how we select advisors

We only accept the best financial advisors, carefully selected by our Selection Committee based on the following criteria.

Years of Experience

Compliance Check

1v1 Interviews

Household to advisor ratio

technology stack

Committee Decision

the "eye test"

team structure

client feedback

Are you a financial advisor?

Athletes

Entertainers

Tech Employees

Software Engineers & STEM

New Investors

Sales

Inheritors

Contractors

Attorneys

Single Parents

Surviving Spouses

Influencers

Real Estate Agents

Real Estate Developers

Healthcare Workers

Parents of Special Needs Children

Women In Tech

International Employees

Soloprenuers

Veterans & Active Duty

Divorcees

1st Generation Americans

Business Owners

HNW Individuals or Families

Corporate Executives

Marketers

Lawyers

Journalists

Don't take our word for it.

trust our customers

"I've been thrilled with my Habits service in this. You gave 3 excellent referrals, each with a slightly varied approach and style. This gave me a real choice with the strategy I wanted to move forward with."

Male

Software Engineer

"Every attorney gets a call from some product pusher once they graduate. It led me to believe that I had to do everything myself or get scammed. I'm so glad I found Habits. It made life a lot easier."

Female

Attorney

"My wife and I had never considered a financial advisor before hearing about Habits. When I met Jack and his team, they made a few warm intros and from there we were in control. I loved that."

Male

Sales

Next steps to Get started

Speak to our team

Discuss your situation and requirements

Meet with your advisors

Get to know them and compare their styles

Meet with your advisors

Get to know them and compare their styles

Decide who to hire

Begin your engagement with them as a client

Decide who to hire

Begin your engagement with them as a client

Are you a financial advisor?

Frequently Asked Questions

Habits, Inc. does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by Habits, Inc. Habits, Inc. is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by Habits, Inc. of such content or services. Use your discretion. Habits, Inc. does not manage client funds or hold custody of assets, we help users connect with financial advisors.