Table: Finding and Vetting Advisers

Adviser Sites

www.fpanet.org/plannersearch

Searches for certified financial planners by zip code; includes some planners' resumes

www.investortree.com

Most advanced search site, but includes only 500 advisers; verifies credentials of some

www.moneycentral.msn.com/investor/dalbar

Advisers have five years' minimum experience and clean records, but they pay to be included

www.napfa.org

Allows zip code search and provides links to fee-only advisers' individual sites

news.portfoliocorner.com

Detailed adviser referral search, but no credential verification

Regulatory Sites

www.cfp-board.org/cons_main.html

Checks the background of certified financial planners for violations

www.naic.org/consumer.htm

Provides violation records of insurance advisers

www.nasaa.org

Researches violation records of investment advisers managing less than $25 million

www.nasdr.com/2000.htm

Reveals actions against brokers or advisers managing more than $25 million in assets

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