Our Vetting Process

The label, 'financial advisor' is confusing with good reason. Consider that there are at least a half million people in 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 being fiduciary doesn’t automatically mean that advisor is competent. This is where the real vetting has to come in. Learn more about the 3-step approach that Wealthramp’s CEO, Pam Krueger, take to vetting an advisor.