Affiliate disclosures

How we choose partners

We refuse partnerships with whole-life insurance pitches, leveraged ETFs marketed to retirees, and any product that takes custody of your assets without transparent fees. Every partner on this page is one we would suggest to a family member.

A referral fee never changes which recommendation you see. If a fiduciary advisor would say “don't do that,” Yearfold says it too. If you ever feel a recommendation here was conflicted or wrong, write to hello@yearfold.com.

Partners we may earn from

• SmartAsset SmartAdvisor

  Advisor matching

  SmartAsset matches you with up to three vetted fiduciary advisors near you. We earn a referral fee if you connect with one.

  Yearfold earns a fee if you sign up.

• Zoe Financial

  Advisor matching

  Zoe Financial pre-screens fiduciary advisors. We earn a referral fee for matches that lead to a paid engagement.

  Yearfold earns a fee if you sign up.

• Harness Wealth

  Advisor matching

  Harness specializes in advisors for high-income earners with equity comp. We earn a referral fee for paid engagements.

  Yearfold earns a fee if you sign up.

• Betterment

  Brokerage / robo-advisor

  Betterment is a robo-advisor with goal-based portfolios and tax-loss harvesting. We earn a referral fee for new accounts.

  Yearfold earns a fee if you open an account.

• Wealthfront

  Brokerage / robo-advisor

  Wealthfront offers automated investing and a high-yield cash account. We earn a referral fee for new accounts.

  Yearfold earns a fee if you open an account.

• M1 Finance

  Brokerage / robo-advisor

  M1 Finance lets you build custom "Pies" of stocks and ETFs and rebalances them automatically. We earn a referral fee for funded accounts.

  Yearfold earns a fee if you open an account.

• Capitalize

  401(k) rollover

  Capitalize handles the paperwork and phone calls of rolling over an old 401(k) into an IRA. We earn a referral fee for completed rollovers.

  Yearfold earns a fee if you complete a rollover.