What’s the difference between a financial planner and a financial advisor? David Beren. April 23, 2025 at 12:59 PM. Copied; ...

For financial professionals, the difference between a financial advisor and financial planner, and which you should call yourself, comes back to the clients you want to serve. Titles are a ...

Key Points. This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner.

Over time, the financial services industry has blurred the line between the terms financial “advisor” and “planner,” often at the expense of the client's experience.

Financial advisor and financial planner roles are both very broad categories. Know the differences when you're scanning the financial advisor landscape.