Onesta combines an AI financial assistant with a verified financial-advisor search engine: OnestaBot answers questions about finance, investing, budgeting, and taxes directly, while a separate search tool lets users filter advisors by fee-only status, fiduciary duty, robo-advisor type, CFA/CPA credentials, and specialties like retirement planning.
Processing SEC registration data – including Form ADV filings – to background-check advisors is what separates the advisor-search half from a typical directory of self-submitted listings: a financial advisor’s fee structure and fiduciary status are legally disclosed facts in SEC filings, and surfacing that data directly rather than trusting an advisor’s own marketing claims gives a meaningfully more reliable starting point for choosing who to trust with financial decisions.
Onesta also provides educational resources on financial topics. Pricing: Free plan (10 questions/month, basic topics), Pro $9/month or $99/year (100 questions/month, advanced topics), Premium $29/month or $299/year (unlimited questions, all topics).
