Retirement is too important to leave to chance, or the wrong advisor.
Vettra is a verified network of vetted financial advisors. We connect pre-retirees and retirees with advisors we've personally vetted. People who actually specialize in what you need, not what pays them the most.
We don't sell your info to 100 advisors. We match you with one.
No spam calls. No sales bombardment. Your information goes to one vetted advisor, chosen for your situation, with a full report in hand before they ever say hello.
Alyssa
Most platforms hand you a phone number. We hand you a prepared first meeting.
You answer 24 questions
About five minutes. Your money, your risks, your taxes, your blind spots. No two reports read the same.
We match you to one advisor
Not four. One. Cross-referenced by geographic licensure, specialty, and the specific gaps your report revealed. Every advisor has been vetted by us.
Alyssa makes the introduction
Your Vettra concierge sends a warm email introduction to your matched advisor with your full report. She works for you, not the advisor.
A 20+ page personalized retirement analysis. Free. No strings.
Before you ever speak to an advisor, you'll receive a complete picture of where you actually stand. Your retirement readiness score. Your monthly income breakdown. Your tax exposure. Your longevity runway. Your blind spots.
Every number traces back to your answers. Every calculation cites its source. It's not a brochure. It's your actual situation, in plain English.
A complete picture of your retirement, in plain English.
Here's where you stand today.
Three things most retirement plans miss.
We've said no to people who didn't make the cut.
Application
Credentials, license information, specialty, and years in practice. We review every application personally. A real person reads what you submit.
AI Background Check
FINRA BrokerCheck. SEC records. Client reviews. Credential verification. Fee structure. Complaint history. Nothing is self-reported. If something doesn’t add up, we find it.
Fiduciary Verification
Fiduciary status, designation, and fee transparency independently confirmed. Undisclosed compensation is an automatic disqualification.
We don't win unless you win.
Vettra is not a broker. We're not an advisor. We don't make commission on the products your advisor recommends. Our only job is to make sure the person sitting across from you is someone we'd trust with our own family's retirement.
If your match isn't the right fit, tell Alyssa. She'll rematch you. No questions asked.
Frequently asked questions
What is Vettra?
Vettra is a network of vetted financial advisors that matches pre-retirees and retirees with one advisor chosen for their situation. It is a technology platform that vets and matches — not a broker-dealer or registered investment adviser — and it takes no product commissions. Every visitor can get a free personalized retirement report from a short quiz.
Is Vettra really free?
Yes. The quiz and your 20+ page, 7-chapter retirement report cost $0, and there is no obligation to buy anything or hire the advisor you are matched with. Vettra is paid by the advisors in its network, not by consumers.
How does Vettra vet its financial advisors?
Every advisor passes a three-step review: a person reviews their application, an AI background check (within 24–48 hours) scans FINRA BrokerCheck, SEC records, complaint history and fee structure, and a final review verifies fiduciary status and fee transparency. Any undisclosed compensation is an automatic disqualification, and about 1 in 3 applicants is rejected.
Will my information be sold or shared with multiple advisors?
No. Vettra does not sell your data or shop it to many advisors. You are introduced to exactly one matched, personally-vetted advisor based on your state and profile. Each introduction is exclusive to that advisor — never shared or resold.
How does the matching work?
You take a short, roughly 5-minute quiz (about 24–27 questions, depending on your situation). Vettra scores your retirement readiness from 0 to 100 across five dimensions — Income, Longevity, Risk, Tax and Planning — builds your report, and matches you to one vetted advisor. Alyssa, Vettra’s concierge, makes a warm introduction, typically within about one business day.
Is Vettra legitimate, and who is behind it?
Yes. Vettra is a vetting-and-matching platform (not an adviser, so it is not itself a fiduciary). The team behind it has worked with 100+ vetted advisors nationwide since 2022, and keeps its active network deliberately small and hand-vetted to protect the quality of every match.
How does Vettra make money if it is free for me?
Advisors pay to be part of the Vettra network and to receive exclusive, pre-qualified introductions. Consumers pay nothing, and Vettra earns no commissions on any financial products, so your match is never influenced by product sales.
What do I actually get from the quiz?
A free, personalized 20+ page, 7-chapter retirement report and a 0–100 readiness score across Income, Longevity, Risk, Tax and Planning. If you want it, you also get a warm introduction to one vetted advisor who has already read your report before the first call.
Are you the kind of advisor we're looking for?
We're expanding our network and looking for advisors who care more about helping people than picking up a commission. One warm introduction at a time, with a full report in hand before the first call.