Working With Wealthramp
Unlike many advisor referral services out there, we’ve curated our network with rigorously vetted, fee-only fiduciary advisors. They work on a fee-only pricing model, never on commission. You’re always in control of the process, deciding which matched advisor you want to talk to. We’re the only advisor matching network that will never sell or share any of your personal information without your permission, so you’ll never be contacted by any advisor until you request a meeting.
Absolutely nothing. We’re paid when you become a client with a matched advisor on our network. You don’t pay more to work with Wealthramp to find the right advisor.
Absolutely! Protecting your personal and financial information is one of our top priorities. Wealthramp does not, and will not ever, sell or share any of your personal information without your permission. That means you’ll never receive unsolicited sales calls from using Wealthramp. We utilize best-in-class encryption and our team is monitoring our site security 24/7 to protect any information you provide from data breaches.
Understanding Fiduciary Financial Advisors on Wealthramp
The Wealthramp network consists exclusively of fee-only, fiduciary advisors. They are legally required to put your interests first. Many have expertise in specific areas such as retirement planning, divorce planning, socially responsible investing, and many more. They have a transparent pricing model and charge a fee for the service they provide. They don’t earn a sales commission by selling you insurance or investment products.
We’ve curated the Wealthramp advisor network by advisors’ level of experience, specific expertise, and location. We accept only deeply experienced and highly qualified advisors.
Yes, we only allow fiduciary advisors to join our network, who are legally obligated to put your interests first.
“Fee-only” means the advisor makes money by charging a set amount for the service they provide, not through commissions on investment products they sell you. “Fee-based” means the advisor’s fee structure is a combination of fee-for-service and commissions. It's often less transparent to know exactly what you're paying.
Working with Advisors
Yes, many of the advisors on the Wealthramp advisor network offer financial planning services. Just indicate that preference when answering our questions, and you’ll be matched with advisors who can help you create a financial plan. When you feel more comfortable, you can then decide if you want to have the advisor manage your assets or continue managing them on your own.
“Fee-only” means the advisor makes money by charging a set amount for the service they provide, not through commissions on investment products they sell you. When a fee-only advisor recommends an investment, it’s because they believe it’s truly right for you. Typically, fiduciary financial advisors’ fees are based on the assets under management (AUM), a retainer or subscription fee, or an hourly or project-based fee. Actual fees depend on the complexity of the client’s portfolio.
Some of our advisors have low account minimums. Answer our quick questions to see your advisor's matches. Email us at email@example.com and we can assist you further.
Yes! Most advisor meetings happen virtually.
Advisors typically meet with their clients once a quarter. With today’s technology, these meetings happen virtually via video or phone. While our matching technology considers location preferences, we strongly recommend you consider a virtual advisor relationship so we can match you with more expert advisors who are great fits for your needs. If in-person meetings are essential to you but you don’t see any local advisor among your matches, email us at firstname.lastname@example.org and we can assist you further.
A custodian is a financial institution that holds your investment assets on your behalf for safekeeping. Wealthramp network advisors custody of client assets with all the major custodians including Charles Schwab, Fidelity, TDAmeritrade, and Pershing. When you decide to become a client of a financial advisor, you may elect to give your advisor permission to execute trades and manage your investments directly on your behalf, or just to execute trades. The level of permission is totally at your discretion.
Need Help from Wealthramp
Every advisor match on Wealthramp is a great choice. We understand that means comparing advisor matches may be challenging... Don’t worry. Just email us at email@example.com and we’ll be happy to assist you.
We’re here to help you find the right advisor. Just email us at firstname.lastname@example.org and we'll be happy to answer any questions about your advisor matches.