You could spend weeks researching financial advisors, and still end up with someone who’s not obligated to work in your best interest. We’ve done the research for you.
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Pam is Executive Producer and Co-Host of the MoneyTrack series on PBS television. She’s earned recognition and admiration as an investor advocate and educator - and now she’s working for YOU.
Early on, Pam realized that most people didn’t have a good understanding of how financial advisors make their money — and why it should matter. This sparked Pam’s commitment to support the growth of fee-only advice in order to help as many people as possible improve their financial literacy and build investing confidence. Wealthramp embodies Pam’s commitment to investors everywhere.
Over 95% of consumers that hire a Wealthramp recommended advisor stay with them.
Every advisor in the Wealthramp network meets our strict vetting standards, including an extensive interview with our founder. All are fiduciaries, legally required to be unbiased, transparent, and to act in your best interest. And we’ll never let advisors pay for elevated search results. Learn more about our vetting and matching processes.
You’ll never be contacted by an advisor we recommend until you request a meeting. You decide who you’ll talk to, and how. Learn more about how we put you in control.
You won’t receive cold calls from advisors you’re not ready to meet with, and we’ll never sell or share any of your personal information without your permission. Learn more about how we protect your data privacy.
Every advisor in the Wealthramp network works on a fee-only pricing model, never on commission. That means you’ll find an advisor whose recommendations are based on your best interests, not on quotas and sales incentives. Fee-only advisors are highly regulated, so fee arrangements must be clear and transparent. Learn more about working with a fee only, fiduciary financial advisor.
Answer some brief questions about your goals and timeline. We’ll search our network for the advisors that can help you get there.
Review up to three advisor profiles that include their professional qualifications, SEC records, and pricing models.
Schedule a meeting or request a call from your chosen advisor. No advisor will contact you until you indicate you’re ready to chat.
“Financial Advisors don’t all play by the same rules. The truly competent, qualified, fiduciary financial advisors are out there, hiding in plain sight. But they’re hard to find in a sea of salespeople.”
Pam Krueger, Founder of Wealthramp
We won't sell your data. You decide which advisors to talk to. And you won't receive any pushy sales calls from Wealthramp.
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