Personalized financial planning in 10 minutes
Build a plan to get rid of debt, save more of your pay check and invest in your future
How NerdWallet Planning works
Building your Financial Plan is quick, simple and judgement-free.
Introductory chat with Quinn to build your plan
Quinn will verify your identity and then ask you the same questions a traditional financial planner would ask to build your financial profile.
"My coworker recently recommended the Quinn app and I am so thankful that he did!!"
The best app to reach my financial goals!!!
General Disclosures: NerdWallet Planning Powered by Quinn
NerdWallet Planning Powered by Quinn
NerdWallet Planning Powered by Quinn is a collaboration between NerdWallet Advisory LLC ("NerdWallet Advisory") and Hyve Inc. Quinn™ is an artificial intelligence financial planning platform developed and owned by Hyve Inc. This collaboration is not a legal entity and does not offer services directly. Instead, it is a co-branded initiative designed to provide financial planning services to consumers ("Users") through Quinn™. NerdWallet Advisory directs Users to the co-branded webpage, where they can access financial plans via Quinn™. NerdWallet Advisory does not participate in the creation of financial plans or provide additional or ongoing services. NerdWallet Advisory does not guarantee the accuracy or completeness of any financial plan created by Quinn™. The financial plan is generated by artificial intelligence and may contain errors or inaccuracies. Users should carefully review the plan and consult a qualified financial professional before making any decisions based on its recommendations.
NerdWallet Advisory LLC
NerdWallet Advisory is an SEC-registered investment adviser. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators, nor does it indicate a specific level of skill or expertise. NerdWallet Advisory may only conduct business in states where it is registered or qualifies for an exemption or exclusion from registration requirements. NerdWallet Advisory does not offer advisory services through the NerdWallet Planning Powered by Quinn™ experience and has no direct or indirect contact with Users of this platform.
Hyve Inc.
Hyve Inc. is not a registered investment adviser. All financial planning tools and services are offered exclusively through Quinn™. The financial planning services provided via Quinn™ do not include advice regarding securities investments. Hyve Inc. is affiliated with Hyve Invest Inc., a registered investment adviser and wholly owned subsidiary of Hyve Inc. Hyve Invest Inc. does not provide advisory services through NerdWallet Planning Powered by Quinn™. Any services offered by Hyve Invest Inc. or other third parties are entirely separate from those offered through Quinn™. Hyve Invest Inc. may only conduct business in states where it is registered or qualifies for an exemption or exclusion from registration requirements. SEC registration does not imply a specific level of skill or training.
Important Note: All testimonials on this website relate to Quinn are non-compensated and present a conflict of interest, as the experiences described are not necessarily representative of all clients’ experiences.
For additional risks, disclosures, and important information, please visit https://www.quinnadvisor.com/legal.
General Information
The information provided herein is not intended to offer investment, tax, or legal advice. The information provided is believed to be accurate and current, but it is not guaranteed and should not be considered a complete analysis of the topics discussed. Opinions expressed reflect the authors' judgment as of the publication date and are subject to change. Images and photographs included on the website are for visual enhancement purposes only and do not depict current or former clients. They should not be interpreted as endorsements or testimonials.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes for use by individuals who successfully meet the CFP Board’s initial and ongoing certification requirements.
NerdWallet Advisory ADV 2A
NerdWallet Advisory Form CRS
What our customers are saying...
"Everything down to the AI is top notch & easy to use it gives great financial advice and it’s also beginner friendly"
The best financial advisor I’ve used!
"Quinn Financial Planning offers a variety of useful tools and features for financial management."
Incredible ease!!!
Receive your plan and put it into action
Using our proprietary planning technology developed by our in-house team of CFP® experts, Quinn will create a bespoke financial plan tailored to your exact needs.
On-going support and advice with Quinn
Review your plan and ask any questions you have for clarification. You can get specific financial advice for any areas you want to dig deeper into.
Frequently asked questions
The above testimonials are non-compensated and based on experiences as Quinn customers. These individuals are not clients of NerdWallet Advisors (“NWA”), nor are they endorsing NWA. The testimonials may not represent all individuals' experiences