Buy affordable financial planning insurance online in less than 5 minutes

Instant coverage. No-commitment quote.

Insurance for financial planners and financial advisors

Financial planning and advising is a great business, but it’s full of liability risk. After all, you help your clients make decisions that seriously impact their lives—which means there’s plenty of ways for things to go wrong. You or your officers could get sued for mismanagement or for causing harm to a client, for example. Or your data infrastructure could get hacked, exposing sensitive client information (and leaving you exposed to a lawsuit and a huge bill).

Whatever the cause, an unexpected lawsuit could seriously damage your financial business if you’re not prepared. That’s why you need insurance for your financial advisory services business. A reliable set of business coverages will go a long way to ensuring you and your business are protected no matter what happens.

The most common types of financial advisor insurance

Workers' Compensation

Pays out for lost wages, medical costs, and physical rehabilitation if an employee gets sick or injured at work.

Get a quote Learn more arrow_forward

Professional Liability

If you get sued for harming a client, this policy helps cover the cost of a legal defense and settlement.

Director and Officers Liability

Covers both your company and your upper-level management if you’re ever sued by employees or shareholders.

Get a quote

Data Breach and Wire Fraud

Protects your business from liability resulting from a data breach.

Get a quote Learn more arrow_forward

How much do Huckleberry customers generally pay for financial advisor insurance?

Insuring your financial advising business can be surprisingly affordable, especially if you get covered online. For example, financial businesses have paid as little as $31 per month for their Huckleberry workers’ compensation—almost exactly $1 per day, and far less than the cost of a lawsuit.

Financial Advisor Insurance Q&A

• What is covered by a financial advisor insurance policy?
  There’s no single policy that will cover the diverse risks you face as a finance business. But, in general, financial advising businesses should purchase at least director and officer’s liability insurance, data breach coverage, and professional liability insurance for financial advisors. Don’t forget workers’ compensation, if you have employees! It’s required almost everywhere.

• I need a Certificate of Insurance. How do I get it, and does it cost extra?
  Getting proof of business coverage is easy when you’re a Huckleberry customer. All you need to do is head to our Certificate of Insurance page, where you’ll be able to generate as many copies as you like—instantly. The whole process is online and 100% free.

• Who is Huckleberry Insurance?
  Huckleberry sells fast, simple small business insurance. Everything is 100% online and 100% easy.

What's better about Huckleberry

Get a quote in five minutes.

Everything's online. Everything's easy. Tap the button to get started.