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account
Download the application, create an advisor account and complete the onboarding process.
Habits
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approval
Our approval process requires multiple interviews and acceptance from our Selection Committee.
matchmaking optimization
Kick off your Habits membership through a 1v1 support call with our customer success team.
Our Philosophy
Habits believes high quality financial advice should not only be available to those nearing retirement. There is high demand for financial services but they need our help to find you.
72%
Of affluent millennials want a financial advisor but don't know their options or how to find the right fit.
14%
Of advisory clients in the U.S. are Gen YZ despite representing 47% of the U.S. population.
74%
Of 30-39 year olds are willing to pay for financial advice compared to 50% of 70+ year olds.
Compliance
Habits Inc. does not require IAR registration. We recommend that every affiliate applicant be aware of recent changes to State & Federal Solicitor Rules
As an intermediary that does not require SEC, FINRA, NASAA or any financial regulatory agency registration, Habits Inc. provides marketing and advertising solutions for its affiliates. However, Habits Inc. is mandated to provide company disclosures and policy statements to the families who seek its matchmaking services. For the protection of Habits Inc. and its affiliates, the following language is included in correspondence and made available on this Website and Application.
Our Disclaimer
Habits, Inc. helps prospective investors find third-party investment advisory services. Habits, Inc. does not recommend the selection or retention of any adviser. Habits, Inc. provides options for the user to select based on user responses and preferences. In no event shall Habits, Inc. providing of a name constitute a recommendation or opinion as to the quality or appropriateness of the investment adviser or their services. Investment advisers that appear on this Website pay a fee to Habits, Inc.
The contents of this Website are for informational purposes only and are not intended to serve as the basis for any financial decisions. Information contained on this Website should not be construed as personalized investment advice or legal advice. Use of this Website does not create a professional relationship between the user and Habits, Inc. Third-party links and resources are provided for convenience only. Habits, Inc. does not recommend or endorse the contents of the third-party sites and is not responsible for the accuracy, legality, or content of any third-party site.
The contents of this Website are for informational purposes only and are not intended to serve as the basis for any financial decisions. Information contained on this Website should not be construed as personalized investment advice or legal advice. Use of this Website does not create a professional relationship between the user and Habits, Inc. Third-party links and resources are provided for convenience only. Habits, Inc. does not recommend or endorse the contents of the third-party sites and is not responsible for the accuracy, legality, or content of any third-party site.
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Affiliate Disclaimer
To maintain a verified listing on this Website or Application, a financial firm or financial professional must pay a subscription fee to Habits Inc. Habits Inc. is not a client of any firm or advisor listed on this Application. Fees are not specifically payable in consideration of any "endorsement". Habits Inc. "endorsements" are conferred based on standardized and automated factors without regard to any financial firm compensation to Habits Inc. However, the compensation paid by a financial firm or financial professional to Habits Inc. creates a material conflict of interest of which prospective clients of a financial firm should be aware.
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Our Disclaimer
Habits, Inc. helps prospective investors find third-party investment advisory services. Habits, Inc. does not recommend the selection or retention of any adviser. Habits, Inc. provides options for the user to select based on user responses and preferences. In no event shall Habits, Inc. providing of a name constitute a recommendation or opinion as to the quality or appropriateness of the investment adviser or their services. Investment advisers that appear on this Website pay a fee to Habits, Inc.
The contents of this Website are for informational purposes only and are not intended to serve as the basis for any financial decisions. Information contained on this Website should not be construed as personalized investment advice or legal advice. Use of this Website does not create a professional relationship between the user and Habits, Inc. Third-party links and resources are provided for convenience only. Habits, Inc. does not recommend or endorse the contents of the third-party sites and is not responsible for the accuracy, legality, or content of any third-party site.
The contents of this Website are for informational purposes only and are not intended to serve as the basis for any financial decisions. Information contained on this Website should not be construed as personalized investment advice or legal advice. Use of this Website does not create a professional relationship between the user and Habits, Inc. Third-party links and resources are provided for convenience only. Habits, Inc. does not recommend or endorse the contents of the third-party sites and is not responsible for the accuracy, legality, or content of any third-party site.
Affiliate Disclaimer
To maintain a verified listing on this Website or Application, a financial firm or financial professional must pay a subscription fee to Habits Inc. Habits Inc. is not a client of any firm or advisor listed on this Application. Fees are not specifically payable in consideration of any "endorsement". Habits Inc. "endorsements" are conferred based on standardized and automated factors without regard to any financial firm compensation to Habits Inc. However, the compensation paid by a financial firm or financial professional to Habits Inc. creates a material conflict of interest of which prospective clients of a financial firm should be aware.
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Habits, Inc. does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by Habits, Inc. Habits, Inc. is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by Habits, Inc. of such content or services. Use your discretion. Habits, Inc. does not manage client funds or hold custody of assets, we help users connect with financial advisors.