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About us

What is Wealthramp?

Wealthramp is an innovative online tool that makes the process of finding your best-fit advisor simple. Our proprietary matching algorithm will help you connect with a fiduciary financial advisor who understands your specific priorities and will collaborate in a way you expect.

Wealthramp flips the power dynamics and puts consumers in control, equipping you with the knowledge to understand the type of advisor that’s right for you and empowering you to make the first move with a vetted advisor or planner who has been matched with you based on your unique preferences. Whether you’re buying or selling a home or a business, receiving an inheritance, dealing with a divorce, or trying to figure out how to make your retirement income last, it’s about helping you find the right advisor at the right time. And we understand how challenging it can be to know where to go to find a trusted advisor who isn’t a salesperson. The industry is riddled with confusing lingo, varying titles and credentials, and opaque fee transparency.

Wealthramp eliminates this confusion and frustration and provides you the assurance that the advisors with whom you’re matched are truly experienced, qualified and, most importantly, focused solely on your financial needs and best interests. We are the only network of independent, fiduciary, fee-only financial advisors expertly vetted by television investor advocate Pam Krueger, creator and host of the award-winning MoneyTrack television series on PBS.

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Our vetting process

The label, 'financial advisor' is confusing for good reason. Consider that there are at least a half million people in the U.S. who call themselves 'financial advisors'. But 90% of them are really salespeople at brokerage firms or insurance companies. They get paid by their firms, not you. That leaves the 10% who operate as registered independent fiduciary financial advisors, and that's a good start. But having the title or designation isn’t an automatic stamp of approval. Many CFPs are still brokers who don’t work only and directly for you. This is where the real vetting has to come in.

 

 

How does Wealthramp make money?

Wealthramp is a registered investment advisor and as such, we are set up to receive fees from the advisors in our network. After you hire an advisor referred by Wealthramp, the advisor shares a portion of the fee he or she has received from you. Advisors are prohibited by the SEC from increasing your fee to compensate Wealthramp. Advisors in our network do not pay Wealthramp for making introductions, they only pay Wealthramp after a prospective client decides to hire them. This way, we feel our interests are aligned with both you, the client and the advisors in our community.

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