Fiduciary Financial Advisors
No two consumers are alike when it comes to financial situations and needs. That’s why we’ve carefully curated the Wealthramp advisor network to address different financial needs. While every advisor is deeply experienced and highly qualified, many specialize in specific areas.
Interested in socially responsible investing (SRI) or ESG? Want a retirement planning expert? Or tax-focused financial planning? No matter where your priorities and passions lie, we’re ready to match you with an advisor who can move you toward your financial goals.
Every advisor on the Wealthramp network is deeply experienced and highly qualified
General financial planning
Planning for your family
Fee-only? Fiduciary? Explain.
The advisor makes money by charging a set amount for the service they provide. They don’t earn commissions recommending or selling you investment products. That means no high-pressure sales pitches. When your advisor recommends an investment, it’s because they believe it’s truly right for you.
Simply put, fiduciary advisors are professionally and legally obligated to put your interests first. Surprisingly, non-fiduciary advisors – who are typically called brokers — are actually salespeople. And they are not legally held to the fiduciary standard at all times.
When an advisor on Wealthramp recommends an investment strategy, it’s because they believe it’s truly right for you. Wealthramp network advisors’ fees are typically based on the assets under management (AUM), a retainer or subscription fee, or an hourly or project-based fee. Actual fee structures depend on the complexity of your portfolio.