SmartAsset Reviews

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About SmartAsset

SmartAsset is a financial planning website that provides advice related to personal finances, as well as free tools and customized financial advisor referrals. By using its Automated Financial Modeling (patent pending), SmartAsset empowers users to make informed decisions in every area of their finances.

    Pros & Cons

    • Patented AFM technology
    • Finds suitable financial advisors
    • Free tools, resources and guides
    • Advice on financial topics only
    • No set fees listed on website

    What is SmartAsset?

    SmartAsset’s goal is to help users make financially sound decisions. Its staff is made up of data analysts, tech gurus and journalists committed to creating transparent content and providing easily accessible financial advice. SmartAsset offers recommendations and helpful guides related to the following subjects:

    • Homebuying
    • Taxes
    • Retirement
    • Banking
    • Credit cards
    • Investing
    • Education
    • Loans
    • Insurance

    For all the categories on SmartAsset’s site, there are tools and further information to help you make confident financial choices. SmartAsset’s tools include:

    • Calculators to help you figure out how much house you can afford, your income taxes and your 401(k)
    • Helpful guides that walk you through major life decisions, including buying a home or planning for retirement
    • Comparison tools that ensure you’re paired with the best mortgage company or financial advisor
    • Reviews and advice from industry professionals

    How can SmartAsset help my finances?

    SmartAsset uses its patent-pending Automated Financial Modeling (AFM) technology to simulate how a decision might affect your finances. Whether it’s buying a home or planning your estate, SmartAsset’s financial calculators show the effects of your choices by gathering basic information about your situation. For example, SmartAsset helps you determine how much you should receive on your tax returns by using:

    • Your location
    • Your annual income
    • Marital status
    • Birth year
    • Your dependents
    • Other possible deductions
    • Taxable investments
    • Federal withholding amount

    SmartAsset then calculates all your tax return information and breaks it down in an easy-to-digest format while providing links to related resources and advice from finance professionals.

    SmartAsset FAQ

    What is is a financial advisement website that provides free tools and resources. It also matches users with qualified financial advisors.

    What does SmartAsset specialize in?

    SmartAsset deals with a variety of personal finance subjects, such as:

    • Homebuying
    • Taxes
    • Retirement
    • Banking
    • Credit cards
    • Investing
    • Education
    • Loans
    • Insurance
    Can I find a financial advisor with SmartAsset?

    SmartAsset has a matching program that helps you find a financial advisor to fit your needs. Fill out a simple application on the website to get matched with a financial advisor near you.

    Is SmartAsset legit?

    SmartAsset’s site is full of useful financial resources that can benefit users in every phase of life. The company's free guides and calculators are easy to access and use, and the website provides quality advice from financial professionals. If you’re approaching retirement, trying to navigate tax issues or facing other financial decisions, visit SmartAsset’s website for free, comprehensive advice.

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    SmartAsset Company Information

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