Habits
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Find your Financial Advisor
Through Habits

We’re thrilled to partner with ORO helping you streamline the process of finding the right financial advisor.

Why you should work with Habits
Habits brings together the best financial advisors for people who’ve outgrown doing it themselves.
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Habits logo
Top-Tier
Financial Advisor Network
The most formative years of anyone's financial plan is the start, yet the majority of financial advisors only cater to those nearing retirement. Habits advisors are different...
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Financial advisors for any part of your financial journey
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No asset or income minimums
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Vetted for you by a national board of experts
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Transparency of cost structures and specializations
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No Commitment
or Credit Card Required
All matches and intro meetings are made
at no cost to you.
How it works
As a ORO user, you get free access to the Habits app and a 1:1 onboarding call. Download the app, sign up on our dashboard, or book a call below.
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Sign up for free
Download the Habits app or create an account on our web dashboard
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Input your information
Enter your information to receive personalized financial advisor matches
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Book your introductions
Start booking free introduction calls with the advisors within the app
Frequently Asked Questions

Explore answers to our most frequently asked questions about Habits. Need more help? Contact us.

How much does it cost?

Habits Inc. earns revenue by charging an annual membership fee to the advisors in their network. You will not pay anything to Habits through this process.

Additionally, Habits Inc. ensures that every introductory or first meeting with an advisor does not come with a hidden fee. You only pay once you sign to become a client with your selected financial advisor.

For more detailed information on the costs of working with financial advisors, check out our Guide to Financial Advice.

How many advisors can I meet?

At Habits, there is no limit to the number of advisors you can meet but we recommend that you speak to at least two or three.

How does the algorithm work?

Our algorithm includes criteria set by both our users and advisors. It accounts for your financial situation, preferences and meeting style. This includes details such as your income, balance sheet and what you're looking for in a financial advisor.

Meanwhile, advisors have their own minimums, requirements and compensation structures.

You are presented with a curated list of advisors based on these preferences.

What should I expect in that first meeting with an advisor?

In meeting number one, consider it an opportunity to get to know your advisor, ask any questions and begin to see if you two are a fit. Here's a quick guide on questions you can ask and prepare.

How does Habits select the advisors on its platform?

Habits is an invite only platform and every advisor goes through a one-month application process, involving multiple conversations with different members of the team. Every advisor must also receive approval from our Selection Committee, made up of industry experts including the former Vice Chairman of J.P. Morgan.

What kind of financial advice can I expect to receive?

The beautiful part of Habits, is the diversity of expertise, background and knowledge of its advisor network. You can expect to find guidance across taxes, investing, preparing for life after your career, cash-flow, buying your first house, or anything related to your financial situation. For more details on the advice you can expect to receive, check out our Guide to Financial Advice.

I have another question...

Great. Please contact us by email.