Fiduciary Financial Advisors

High-quality financial advice and expertise you want — and deserve

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

Many specialize in specific areas to address any niche situations or needs you may have, including:
Icon Money

General financial planning

  • Retirement Planning 
  • General Investing & Diversification 
  • Portfolio Management 
  • Tax Focused Financial Planning
Icon Clipboard

Planning for your family

  • Divorce Planning 
  • Loss of Spouse 
  • Windfall Inheritance
  • Estate & Legacy Planning
  • Holistic Family Planning 
  • College Education 
  • Special Needs Planning
  • Long Term Care Financial Planning
  • LGBTQ & Couple Planning
Icon Pie

Other financial planning needs

  • Employee Stock Options 
  • Military or Federal Benefits
  • ESG and SRI (Socially Responsible Investing)
  • Crypto Investing
  • Selling Your Business
  • Managing Company Benefits
  • Mortgage Services
  • Trustee Services

Fee-only? Fiduciary? Explain.

The Wealthramp network consists exclusively of fee-only fiduciary advisors. So, what does that mean, exactly?
fee only vs fiduciary

Fee-only

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.

Fiduciary

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. 

Fiduciary advisors vs. investment brokers

We weed out the thousands of investment brokers and insurance sales reps who call themselves financial advisors but don’t meet fiduciary qualifications.

Fee-only fiduciary advisors

Icon Check
Are legally obligated to put clients’ best interests first
Icon Check
Do not earn sales commissions selling you insurance or investment products
Icon Check
Are required by law to be transparent about their fees, and usually are paid based on assets under management or financial planning fees

Brokers/Sales reps

Icon Decline
Not legally required to put clients’ interests ahead of their own
Icon Decline
Have sales quotas and make money by selling you financial products
Icon Decline
May charge you fees and also collect sales commissions when you purchase a product they recommend, or even when you sell that investment

Not clear about the value of a fee-only financial advisor? Watch this short video
Remote video URL

Have questions about your financial situation?

We won't sell your data. You decide which advisors to talk to. And you won't receive any pushy sales calls from Wealthramp.
Find a vetted fiduciary to help with your finances