Free, No-Strings-Attached Risk Tolerance Test
This risk profiling questionnaire and your personalized report are completely free, no strings attached. The report will be available as soon as you complete the questionnaire.
We believe in the power of information and insight to change life outcomes and want to make this information available to as many people as possible.
If you’d like more information about the scientifically based FinaMetrica approach to risk profiling, please see the About this Free Test page. If you want to get right to it, let’s proceed!
The test comes in two versions. You’ll be asked to select which one you prefer to take.
- More direct focus on investments and investment-related risk
- Somewhat abbreviated report
- Allow about 5 minutes
- More comprehensive approach to financial risk, including insights that go beyond investing
- Detailed report
- Allow about 10-12 minutes
*Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor. Mallery Financial, LLC, and KMS Financial Services, Inc., are not affiliated entities.