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Eliminate the Risk of Doing It Yourself
We make it easy for those in their 20s, 30s and 40s to find a financial advisor.
Get Started
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500+ Users
found their financial advisor through Habits.
2.3 Million+ Viewers
across social media in the last 60 days.
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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The Financial services industry is outdated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
We are bringing financial advice to those that don't realize it's an option
We bring together the best financial advisors for those that have outgrown the ability to "do it themselves".
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No asset or income minimums
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We've done the vetting for you
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Side-by-side advisor comparison
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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.
Profile picture of a professional financial advisor featured on Habits network
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.

Profile picture of a professional financial advisor featured on Habits network
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.

Profile picture of a professional financial advisor featured on Habits network
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.
Profile picture of a professional financial advisor featured on Habits network
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.

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
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Tell your story
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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
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Your Preferences
Compare Your Options
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Book your meetings
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Matchmaking
How does it work?
Compare the options available to you, request a meeting and secure time with your selected advisors.
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
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Your Preferences
Compare Your Options
A graphic showing a comparison of the profiles of two different financial advisors
Book your meetings
A graphic of our application showing the profile of a financial advisor
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.
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 of our application showing the profile of a financial advisor
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
Download Now
User Dashboard Screen
Tell your Story
Tell your story application graphic
Compare Your Options
Compare advisor profiles application graphics
Book Your Intro Meetings
Download Now
Book Your Meetings Application GraphicBook your meetings application graphic
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No contact info shared
We built this platform with the intention of empowering our users to choose when and how their information is shared.
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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
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."
User Profile Picture
Male, 38
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."
User Profile Picture
Female, 29
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."
User Profile Picture
Male, 33
Sales
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
,
38
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
,
29
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
,
33
Sales

“I love what you guys are doing here! I know you have competitors but I have never seen anybody tackle this problem as well as you guys”.

‍

Male
,
30
Clinical Operations Consultant

"It seems everyone finds out about Habits through someone else. I don't like the idea of sharing my contact information with strangers, but their process is streamlined and simple. I was pleasantly surprised how well they helped my wife and I."

Male
,
29
Business Owner
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Frequently Asked Questions
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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.
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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.