How does AI Advisor compare to human financial advisors?

AI Advisor was designed to give you instant, high-quality insights that meet — and often exceed — human financial advisor standards. In CFP®-standardized testing, it outperformed human Certified Financial Planners across every module.

Head-to-head results

• AI Advisor average score: 96.4%
• Human CFP average score: 79.5%
• Performance advantage: +16.9 percentage points

Where AI Advisor has the biggest edge

Compared to human advisors, AI Advisor scored highest in:

• Tax Planning: +22.1 points
• Estate Planning: +21.6 points
• Risk Management & Insurance Planning: +21.1 points
• Psychology of Financial Planning: +7.7 points

Complements, not replaces

AI Advisor is here to enhance your financial planning, not replace human expertise entirely. You can:

• Use AI Advisor for instant answers and “what if” scenario modeling
• Work with a human advisor for personal context, emotional factors, or complex situations requiring human judgment

Together, they make a powerful team for making informed financial decisions.