21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (2024)

If you have a family member or friend who is a financial advisor, or if you really appreciate your financial guru and are looking for the perfect Christmas gift idea, look no further.

This list of 21 financial advisor gifts for your financial advisor to geek out on includes finance-related gifts for all types and interests, from old-fashioned office decor pieces to modern tech gifts.

Our website is supported by our users. We sometimes earn a commission when you click through the affiliate links on our website. See our for more information.

21 Financial Advisor Gift Ideas

Here are twenty-one of our best gift idea finds for financial advisors.

1. Personalized Vintage Financial Advisor Plaque

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (1)

Available here, this plaque is made in the USA from real wood and is distressed by hand to create a vintage effect.

The dollar sign is a hand-carved 3-dimensional applique, and you can add a personalized hanging name board with your name and/or company name as well. Also available with a Banker design.

Financial advisor gifts don’t get much better than this.

2. Executive Chrome Fire Extinguisher

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (2)

For the safety-conscious financial advisor, help them keep their office prepared for any emergency while also looking sleek and sharp.

This premium executive fire extinguisher boasts a chrome finish and is attractive enough to be kept out in the open where it can actually be used in case of need.

Besides these classy premium offerings, there’s a whole slew of creatively unique themes for these fire extinguishers, including whiskey, wine, wolves, tropical fish, cigars, classic cars, Albert Einstein, the Love Bug, and original art pieces from select artisans.

You can view all of the many decorative fire extinguisher designs here.

3. Personalized Decanter & Glasses Set

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (3)

This is what takes the financial advisor’s office to the next level. You know you’ve arrived when you have a decanter of fine whiskey at the ready to enjoy with your favored clients.

ThePersonalized Decanter & Glasses Set is a classy and timeless gift idea for any occasion, and it includes customized engraving to make it just right.

4. Personalized Travel Tumbler

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (4)

Coffee, tea, or smoothies – whatever helps a good financial advisor to get their game on in the morning – will stay blazing hot or freezing cold in this gorgeous tumbler.

Plus it’s personalized! Get it custom laser engraved with their name and a meaningful phrase.

If they’re the BEST. FINANCIAL ADVISOR. EVER. then by all means say it! You can customize it to say anything you like.

For instance, you could go with this Ben Franklin classic: “An investment in knowledge pays the best interest.”

A customized travel mug tailored just for them is the perfect financial advisor gift. Get it here.

Related: Best Gifts for Math Lovers

5. Buy The Dip Shirt

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (5)

This hilarious, tongue-in-cheek shirt will become an instant favorite in their casual wardrobe. The rest of the world may choose to believe they just really enjoy their snacks, but anyone in the world of finance will know the truth. Buy the DIP, There’s no time like the present.

6. Marble Stone Desktop Sign

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (6)

This great marble, desktop nameplate is just what they need to add that touch of posh to their office. Super sophisticated and equally as well crafted, they will get so many compliments on this one.

7. Fitbit

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (7)

Maybe it’s just me, but financial advisors seem to have a thing for fitness. Maybe it’s the sedentary office-type work combined with flexible scheduling that inspires them to want to stay in shape.

Who knows.

In any case, a Fitbit is a popular aid fortracking and improving exercise, and your financial advisor will love to receive this as a gift.

Related: Gifts for Outdoorsman

8. Wall Street: 20th Anniversary Edition

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (8)

Make sure the financial advisor in your life owns the greatest finance film ever made.Wall Street stars Michael Douglas as the (in)famous Gordon Gekko alongside Charlie Sheen and Daryl Hannah, and is directed by the legendary Oliver Stone.

If they already own this one, here are a few more films with a finance theme that will be a great gift idea for the movie buff:

9. Personalized Wine Bottle Opener

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (9)

Etched with the text of your choice, the Laser Engraved Corkscrew Bottle Opener is a great gift for any celebration.

Christmas, birthday, sealing a deal, helping a client achieve their goals, or simply enjoying a nice glass of wine with loved ones… the options go on.The financial advisor in your life will find plenty of opportunities to put this opener to use.

10. Bull & Bear Bookends

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (10)

Bull market? Bear market? You may not know what these mean, but your financial advisor does.

Get these classy Bull & Bear Bookends and they will display their favorite reads with a nod towards the current market situation, whatever that may be.

11. Bull & Bear Bronze Statue

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (11)

The bull and bear make their appearance again on our list, this time as a beautiful bronze electroplated resin sculpture, perfect for a desk or bookcase. Get it here.

12.Stock Market Executive Decision Maker Paperweight

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (12)

Your financial advisor helps you make decisions, why not help them make some for themselves? This spinning executive paperweight has all the answers.

Simply spin and whamo! You’ll know it’s time to liquidate, or short, or sell, or whatever.

13. Custom Engraved Business Card Case

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (13)

Engrave any message, name, or logo onto a stylish business card case for a slim, personalized, and affordable gift.

Business cards are still effective in the digital age, and your financial advisor knows it. You can get this stainless-steel card case custom engraved and delivered for about twenty-five bucks, so get it here.

14. Wall Street Scandal Memorabilia

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (14)

For the Wall Street history buff who is truly a nerd, grab a piece of some of the infamous deals and scandals that have made the news, fired CEOs, and destroyed stock value.

Bull Market Gifts offers an interesting selection of scandal collectibles and memorabilia, like this stock certificate from Southwestern Bell.

15. Personalized Putter Office Gift Set

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (15)

Looking for a personalized financial advisor gift idea that combines thoughtfulness with a touch of humor? Then go for a customized bobble head doll sporting their likeness.

Send in a photo of your financial guru and the artist will create a bobble head doll that looks like them and captures their essence.

Put them in a business suit, in swimwear lounging on the beach, or (like the one above) busy at their favorite sport or hobby.

16. Thank You Gift Basket

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (16)

Financial advisors do a lot of the mental work that nobody else wants to do! Say “thank you” for all their hard work with this wine and chocolate filled gift basket.

17. Luxury Laptop Bag

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (17)

For many professions, including financial advisor, their laptop is their baby. Their lifeline. Their bread and butter. They have to take super good care of it as their livelihood (and that of many others) depends on it in many cases.

So these super luxe laptop cases are just what they need to keep it in tip-top shape. They’ll love how safe and secure their baby stays wherever they roam.

18. Pit Card Game

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (18)

Pit is the classic card game from 1904 where players trade commodities to corner the market and win the round. Fast paced and interactive, this has been a proved favorite for years.

Totally affordable and with a fun stock market theme, this is one of the most popular financial advisor gifts out there. Get it here.

19. Memory Foam Lumbar Support Pillow

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (19)

For the financial advisor who sits in an office chair most of the day – and they do, reading online journals, researching trends, emailing, updating portfolios, and oh so much more – a bit of comfortable back support can go a long way.

This Memory Foam Lumbar Support Pillow is highly reviewed and affordable, and comes in a gift bag.

20. Square Aromatherapy Essential Oil Diffuser

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (20)

Essential oils are beloved by everyone, and can be used to help calm and soothe during and after a stressful day. Useful at home or at the office, or in a home office. Get one here.

21. Unique Investment Gift

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (21)

This can be a bit of anything, in small or large amounts.

If your financial advisor has a quirky thing for an alternative investment such as Bitcoin or Monero, you might consider giving them a memento like this or some actual equity in one of these alternative investments as a gift.

Other ideas:

  • Gold
  • Silver
  • US Treasury bonds
  • State treasury bonds
  • Interesting stocks
  • Litecoin
  • Etherium
  • Zcash

So those are our choices for21 financial advisor gifts for your financial advisor to geek out on.

Read Next: 10 Insurance Agent Gifts They’ll Totally Endorse

21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (22)
21 Financial Advisor Gifts For Your Financial Advisor To Geek Out On » All Gifts Considered (2024)

FAQs

What is an appropriate gift for a financial advisor? ›

Luxury Gifts

Many advisors like to give impressive gifts, especially if they work with clients who like brand names and high quality. They may choose wine or spirits, technology (such as noise-canceling headphones and voice-controlled devices), and golf or tennis equipment.

How much can a financial advisor gift to a client? ›

FINRA Rule 3220 (Influencing or Rewarding Employees of Others) (the Gifts Rule) prohibits any member or person associated with a member, directly or indirectly, from giving anything of value in excess of $100 per year to any person where such payment is in relation to the business of the recipient's employer.

How much money should I give to a financial advisor? ›

Generally, having between $50,000 and $500,000 of liquid assets to invest can be a good point to start looking at hiring a financial advisor. Some advisors have minimum asset thresholds. This could be a relatively low figure, like $25,000, but it could $500,000, $1 million or even more.

What to avoid in a financial advisor? ›

If a financial advisor you previously trusted exhibits any of these behaviors, it is worth having a conversation with them or even considering changing advisors altogether.
  • They Ignore Your Spouse. ...
  • They Talk Down to You. ...
  • They Put Their Interests Before Yours. ...
  • They Won't Return Your Calls or Emails.

Are you supposed to tip your financial advisor? ›

There are also some professionals who provide a service but are not customarily tipped. These include the following: Accountants. Financial advisors.

How do you thank a financial advisor? ›

"Thank you so much for being an incredible advisor and an incredible listener. You constantly help me put things into perspective and prepare me for great things in the future. Thank you!"

Is it appropriate to give a client a gift? ›

If you want to impress your clients, promotional items aren't necessarily the way to go. It might be a good idea, but it isn't always. You might gift them something that has nothing to do with your business—that's fine too.

What are the rules for client gifts? ›

Anything over $25 could be taxable income to the employee or client. You can spend as much as you want on a client gift, but you can only claim up to $25. To be clear, this is not per gift; this is $25 per person per year. This limit has not changed since it was enacted into law in 1954.

How many clients can 1 financial advisor handle? ›

The number of clients a financial advisor has depends largely on the advisor. Again, a typical client count is anywhere from 50 to 150 but there are several variables that can influence the actual number. They include the advisor's niche and the type of clients they serve, as well as how they work.

Is a 1% management fee high? ›

Many financial advisers charge based on how much money they manage on your behalf, and 1% of your total assets under management is a pretty standard fee. But psst: If you have over $1 million, a flat fee might make a lot more financial sense for you, pros say.

Is 2% fee high for a financial advisor? ›

Most of my research has shown people saying about 1% is normal. Answer: From a regulatory perspective, it's usually prohibited to ever charge more than 2%, so it's common to see fees range from as low as 0.25% all the way up to 2%, says certified financial planner Taylor Jessee at Impact Financial.

What is the average return from a financial advisor? ›

A good financial advisor can increase net returns by up to, or even exceeding, 3% per year over the long term, according to Vanguard research. The most significant portion of that value comes from behavioral coaching, which means helping investors stay disciplined through the ups and downs of the market.

Should you tell your financial advisor everything? ›

It might come as a surprise, but your financial professional—whether they're a banker, planner or advisor—wants to know more about you than how much money you can invest. They can best help you achieve your goals when they know more about your job, your family and your passions.

Why would someone pay to talk to a financial advisor? ›

A financial advisor helps individuals manage their money and map out their financial futures. For example, financial advisors can help you plan for retirement, budget, plan your estate and more. They also help you set your personal financial goals to reach milestones.

Why should I pay a financial advisor? ›

A financial advisor is worth paying for if they provide help you need, whether because you don't have the time or financial acumen or you simply don't want to deal with your finances. An advisor may be especially valuable if you have complicated finances that would benefit from professional help.

Top Articles
Latest Posts
Article information

Author: Chrissy Homenick

Last Updated:

Views: 5934

Rating: 4.3 / 5 (74 voted)

Reviews: 89% of readers found this page helpful

Author information

Name: Chrissy Homenick

Birthday: 2001-10-22

Address: 611 Kuhn Oval, Feltonbury, NY 02783-3818

Phone: +96619177651654

Job: Mining Representative

Hobby: amateur radio, Sculling, Knife making, Gardening, Watching movies, Gunsmithing, Video gaming

Introduction: My name is Chrissy Homenick, I am a tender, funny, determined, tender, glorious, fancy, enthusiastic person who loves writing and wants to share my knowledge and understanding with you.