About ZOE

  • What happens to the information I provide?
  • Why are Zoe Network Advisors the best?
  • Where are Zoe Financial Advisors located?
  • What makes Zoe matching different?

Matching process

  • How do I get matched with a Zoe Network Advisor?
  • How much does being matched cost?
  • How long does it normally take to find the perfect advisor?

Payments

  • How is Zoe paid?
  • Why would the advisor pay Zoe?
  • When do I pay for the advisor’s service?
  • What happens to the information I provide?

    All information you provide is completely confidential. None of your information will be shared or sold.
  • Why are Zoe Network Advisors the best?

    Zoe Network financial advisors go through a rigorous screening process in order to join the network. All advisors are either CFPs, CFAs, or CPAs accredited independent advisors, have a minimum of 5 years of experience, and have no association with broker-dealers. Throughout the process, Zoe closely examines their investment and planning process, their operations, technology, and even the financial products they recommend. Our proprietary, quantitative assessment test and qualitative test which assesses their knowledge and process.
  • Where are Zoe Financial Advisors located?

    The financial advisors in our network are located in over 30 cities around the country including New York, San Francisco, Los Angeles, Seattle, San Diego, Chicago, Miami, Austin, Dallas, Houston, Scottsdale, Philadelphia, Kansas City, Atlanta and more! All Zoe Network advisors also work remotely, regardless of your location.
  • What makes Zoe matching different?

    The difference between Zoe and other financial advisor platforms is that we focus on quality over quantity. Instead of simply focusing on location, Zoe´s vetting process begins with an extensive review and ends with you receiving a selection curated just for you. We take the guesswork out of it. We don’t send you a list of 20 advisors for you to trawl through and match yourself. By leveraging technology you are not left on your own to decide if an advisor is competent and the ideal match.
  • How do I get matched with a Zoe Network Advisor?

    By completing our “Find an Advisor” form, including your income, age, and other details, our algorithm will provide you with the most suitable financial advisors for you.
  • How much does being matched cost?

    Our matching service is free of charge. You as a client do not pay for Zoe’s services at all.
  • How long does it normally take to find the perfect advisor?

    Instantly. Our unique algorithm matches your financial situation, preferences, and requirements with the ideal advisor immediately. Once you have been matched with your advisor, you can schedule directly into their calendar or start chatting with them through our site.
  • How is Zoe paid?

    Zoe Network advisors pay an ongoing referral fee to Zoe for finding them high-quality clients. Advisors only pay Zoe if the prospective client decides to hire them. This way, Zoe “walks the walk;” as we do not receive compensation from an advisor unless it is a successful match!
  • Why would the advisor pay Zoe?

    Great advisors don’t want to be sales people. On average, advisors spend 20% to 25% of their time searching for potential clients. That time could be better spent servicing their existing clients. Advisors love working with Zoe because the potential clients we send them are the right fit.
  • When do I pay for the advisor’s service?

    You only pay the advisor once you have agreed to work with them. You will pay the advisor directly, based on your agreement. Up until that stage, the service is totally free.
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