Advisers Give Back Apply to volunteer

For financial advisers

Give back to people who need it most.

Passed the CFP® professional exam? Meet one-on-one, by phone, with people and families who’ve asked for help, at times you set, through our 501(c)(3) nonprofit. We handle everything else.

Apply to volunteer

People are waiting for an adviser.

Most people will never pay for financial advice. Since 2021, more than 6,800 have asked us for it. Right now, someone who signs up waits about 26 days for a first meeting. Every adviser who joins shortens that wait.

  • 6,800+people have asked us for help since 2021
  • 26 daysabout how long a new sign-up waits for a first meeting today
  • 218volunteer advisers, from more than 120 firms
  • 9 in 10clients felt more confident after a first meeting
How we count

From our impact dashboard, October 21, 2026. It updates every week. We count everyone who has signed up since 2021, rounded down, and every adviser matched with a client. The wait is the median for people who signed up in the past two weeks and haven’t met yet, and this page shows the dashboard’s latest figure. 546 clients answered a survey after a first meeting, and 91.6% said they felt more confident. The firms are from our adviser records on October 16, 2026.

See every number on our impact dashboard

Michael Kitces
Our lives are busy. Even when we want to provide pro bono help, there’s no fast and easy way to just do it. Which is why it’s so important to make the logistics of delivering pro bono financial planning advice as easy as possible. Advisers Give Back has created an impressive program to deliver pro bono financial advice in a way that’s efficient for the client and the adviser.
Michael Kitces, CFP® professional, Kitces.com

You give the advice. We handle the rest.

  • We find the clients

    People who’ve asked for help, checked against our eligibility rules before they ever reach you.

  • A brief before every meeting

    You see what they told us, including their top goal in their own words, so you never start cold.

  • Scheduling and reminders

    Set your weekly hours once and block out any time. Clients book only open times on your calendar, and we send the reminders.

  • Calls through our line

    You call from your Adviser Interface, so clients see our number, not yours.

  • The follow-up

    Add to-dos that show up on your client’s dashboard, and follow up by email through us, so your own address stays private.

  • Your hours, logged

    We record your volunteer hours, ready for CFP Board reporting.

There’s no guess work or finessing because Advisers Give Back does all the work behind the scenes. In most cases, the prep work has already been done.

Maureen Atieno, CFP® professional

You’re covered. We carry professional liability insurance for the advice our volunteers give through us. You or your compliance team can download the policy from your settings.

From yes to your first client.

It fits around your practice: you choose your hours and how often, from wherever you are.

  1. Apply online

    About 25 minutes, and you can stop and come back.

  2. Watch the orientation

    Four short videos, about 14 minutes in all.

  3. We check your record

    Your CFP Board standing and your public SEC or FINRA record. It can take as little as a few hours, or longer when many advisers apply at once.

  4. Open your calendar

    Clients book your open times, and you meet as often as you both find useful.

As an advisor, I’m amazed by the impact I can have through Advisors Give Back and with the virtual platform I can make it a part of my weekly routine all from the comfort of my own home.

Jesse Pence, CFP® professional, one of our founding volunteers

Apply to volunteer

Help that keeps going.

Not a one-time clinic. You can meet the same person again, and see what they’ve done.

  • BeforeWe match you with someone who asked for help, and you read their goals in their own words.

  • DuringThe time is theirs. Start with what they ask, and give advice they can act on, in plain words.

  • AfterLeave them a few to-dos, and meet again as often as you both find useful. Always as their fiduciary, and never selling anything.

It’s a pleasure for me to work with Advisers Give Back and their technology platform that makes volunteering easy and fun. Getting feedback that someone has taken action completes a truly rewarding experience.

Bruce Lorenz, CFP® professional

Financial planning shouldn’t be only for people who can pay for it.

Every meeting makes that case, one family at a time, and moves the profession toward the people it rarely reaches.

  • Reach people the profession missesOur clients earn under $100,000 a year, or $150,000 for a couple, and they come from every state.

  • Make pro bono normalLawyers and doctors give their time as a matter of course. CFP Board encourages at least 20 hours of pro bono a year, and your hours with us count.

  • Grow the next generationBring a paraplanner, or someone studying for the CFP® professional exam, to learn beside you with real clients and real questions.

Our profession needs a way to reach more people and affect positive social change by changing one life at a time through the power of financial planning.

It’s essential that we reach people one-on-one to help them with their unique situation in a way that is technology-forward, scalable, and has a great client experience that is empowering.

And that’s what Advisers Give Back is doing.

Alise Kraus, CFP® professional, one of our founding volunteers

NAPFA partners with us, and FPA of Maryland and FPA of Puget Sound run their chapters’ pro bono programs through us. Leading a chapter? Talk to us about yours.

Other ways to take part.

Join the movement

Someone is waiting for an adviser like you.

Apply to volunteer

Questions first? Talk to us

Apply to volunteer