SmartAssetReviews of smartasset.com

Offered information about RMDs, but turned out to be just a lead generator for financial advisors

I have been an Advisor for over 30 years. Many of my clients were passing away and I needed some additional clients to bolster my practice. I had used lead services one or twice before, but SmartAsset looked different. They weren't. After spending over $20k, the leads were terrible and the customer service was non-existent. I didn't close a single lead they provided, and I believe I paid for over 50.

As a licensed advisor for over 25 years I found Smart Asset to be a misleading waste of time for investors seeking guidance, and an expensive scam for advisors seeking new client referrals. Smartasset is doing nothing but generating revenue for itself and provides no worthwhile services to either side of the financial service relationship. I do not recommend this company.