Onesta is a financial advisor search platform designed to help people find the best financial advisor to meet their needs and wants, based on client reviews and more.

Onesta provides a powerful search engine to filter advisors by fee-only, fiduciary, robo advisor, CFA, CPA, retirement planning and more. Onesta also provides an AI-powered assistant, OnestaBot, to provide educational material and answer questions related to finance.

Additionally, Onesta collects and processes SEC registration data for advisors, such as form ADV, to provide detailed background checks and reviews of advisors.

Onesta also provides a platform for advisors to manage their profiles and provide personal information to help people get to know them before making a decision.

Finally, Onesta provides resources for investors, such as a list of the top 13 questions to ask when meeting an advisor and advice on how to manage a financial windfall.

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Biswajit Karmakar

Jun 13, 2023

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Onesta was manually vetted by our editorial team and was first featured on January 23rd 2023.

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Pros and Cons

Pros

Powerful search engine

Filter by multiple criteria

Provides educational material

Processes SEC registration data

Detailed background checks

Advisors can manage profiles

Resources for investors

Anonymous advisor messaging

Client reviews collection

Database of SEC-registered advisors

Advisor background check feature

Crucial business information

Collection of advisor reviews

Personal advisor information

Cons

Limited to financial advisors

Dependent on user reviews

No multi-language support

Potentially biased client reviews

Lacks network security measures

No mobile app version

Limited customer support

Potential privacy concerns

Limited onboarding assistance

Q&A

What is Onesta?

Onesta is a financial advisor search platform that helps users find suitable financial advisors according to their specific needs and wants. It gives detailed insights about advisors based on client reviews and other information. Onesta optimizes its search results by providing filters such as fee-only, fiduciary, robo advisor, CFA, CPA, and retirement planning, among others. It also features an AI-powered assistant named OnestaBot that provides educational material and answers questions related to finance. Moreover, Onesta processes SEC registration data to offer detailed background checks and reviews of advisors. It provides a platform for advisors to manage their profiles and share personal information. Lastly, Onesta lists resources for investors and assists advisors in managing their profiles.

How does Onesta's search engine work?

Onesta's search engine has been designed to help users find the ideal financial advisor based on specific criteria like fee-only, fiduciary, robo advisor, CFA, CPA, retirement planning, and more. This feature allows users to narrow down their search to advisors that meet their unique needs and preferences. The data is generated from both client reviews and SEC registration data collected for each advisor.

What is the OnestaBot?

OnestaBot is an AI-powered assistant integrated into the Onesta platform. It is there to provide educational materials and answer user's questions concerning finance. It's created to help users gain more understanding in finance however, it is clearly stated that OnestaBot is a tool exclusively for providing educational material and is not a financial advisor. The responses provided by OnestaBot are not meant to substitute professional financial advice.

How does Onesta collect and process SEC registration data?

Onesta collects and processes SEC registration data including form ADV for advisors. This data provides detailed background checks and reviews of advisors, which Onesta uses to deliver transparent information about advisors to its users. How Onesta specifically collects and processes this information isn't made clear.

Can advisors manage their profiles on Onesta?

Yes, financial advisors can manage their profiles on Onesta. The platform allows advisors to claim their profiles and share personal information. This aids in presenting a thorough understanding of each advisor's skills, experience, and personality, to support users in making an informed decision.

What resources does Onesta provide for investors?

Onesta provides several resources for investors. It shares a list of 13 critical questions that investors should consider asking when meeting a potential advisor. Moreover, it provides advice on how to manage a financial windfall, including common mistakes to avoid. The platform also gives users the ability to browse through a powerful database populated with every SEC-registered advisor.

How can Onesta help me find a financial advisor?

Onesta assists users in finding a financial advisor by providing a user-friendly search platform. This platform allows users to filter search results by various criteria such as fee-only, fiduciary, robo advisor, CFA, CPA, retirement planning, and more, based on their unique needs. In addition to this, users can go through client reviews and background information on advisors collected via SEC registration data to help them make an informed decision.

What does Onesta mean when it mentions 'fee-only', 'fiduciary', etc.?

When Onesta mentions 'fee-only', 'fiduciary', etc., it's referring to different categories of financial advisors that users can filter during their search. 'Fee-only' refers to advisors who are paid directly by their clients and don't receive commissions from selling investment products. 'Fiduciary' indicates advisors who are legally obligated to act in the best interest of their clients. Other terms such as 'robo advisor', 'CFA' (Chartered Financial Analyst), and 'CPA' (Certified Public Accountant) refer to different types of advisors and their qualifications.

How can I interact with OnestaBot?

Users can interact with OnestaBot by inputting their finance-related questions into the chat interface on the Onesta platform. The AI-powered assistant, OnestaBot, will then provide educational responses based on its programmed knowledge and capabilities.

Can I use Onesta for retirement planning?

Onesta can indeed be used for retirement planning. It provides a variety of filters to narrow down your search, including an option for retirement planning. This enables users to find financial advisors who specialize in retirement planning, making it easier for them to manage their retirement funds.

How does Onesta system work to review the advisors?

Onesta reviews advisors using both client feedback and SEC registration data which includes form ADV. This combination helps to create a robust review system, resulting in comprehensive and dependable evaluations of advisors. Reviews from clients provide user experience insights, whereas SEC registration data brings transparency surrounding advisors' qualifications and histories.

What are Onesta's cookies policy?

Onesta uses cookies to enhance user experience on their website. Users have the liberty to either deny or accept the cookies based on their personal preferences, although details regarding how these cookies function or what data they gather is not provided.

How does the anonymous messaging system work?

Onesta's anonymous messaging system is designed to maintain the user's privacy. It offers users the opportunity to acquire the information they want without being spammed. Details about the mechanics of the system are not provided.

What types of questions can I ask OnestaBot?

Users can ask OnestaBot various types of financial-related questions and it will provide responses, along with educational materials. However, the specifics on the range or limitations of the questions that can be asked are not detailed.

What type of educational materials does Onesta provide?

Onesta provides educational materials through its AI-powered assistant, OnestaBot. These materials are intended to further enhance the users' understanding of finance. Specific details on the type of educational materials, whether they're articles, graphics, videos, or others are not provided.

How can I sign up on Onesta platform?

Signing up for an account on Onesta is not explicitly described. However, references to 'Sign Up' functions suggest the existence of a registration process. Users are likely able to create an account by providing personal information as required by most interactive platforms.

Can I find reviews about the advisors on Onesta?

Yes, users can find reviews about financial advisors on Onesta. Client reviews are an integral part of Onesta's advisor search feature. The platform showcases these reviews prominently to provide transparency and help users make informed decisions.

How secure is my personal information on Onesta?

Onesta appears to value user privacy highly, including implementing an anonymous messaging system to stop users from getting spammed while seeking advisor information. However, detailed information about their security practices and measures to protect user data isn't provided.

Can Onesta help me manage a financial windfall?

Onesta does provide resources that can help users manage a financial windfall. It offers advice and points out common mistakes to avoid, assisting users in making sensible financial decisions. However, it is not meant to replace professional financial advice.

What is the difference between Onesta and other financial advisor search platforms?

The exact differences between Onesta and other financial advisor search platforms are not specified, but several of Onesta's apparent key features include a comprehensive advisor search system with detailed filters, integration of an AI-powered assistant (OnestaBot) for finance-related queries, processing of SEC registration data for advisors' background checks, and a focus on user privacy and meaningful advisor-client connections. Whether these features are unique to Onesta or also present in other platforms is not mentioned.