How We Make Money

Investor advocacy is at the heart of everything we do. And our business model reflects that commitment.
how we make money

We’re paid by the financial advisors on our network – but not until you’ve established a client relationship with the advisor. That means everyone involved is committed to ensuring your needs are met, and you’re happy with your matched advisor.

This type of arrangement is known as “fee-sharing.” Advisors on the Wealthramp network will never increase the fee you pay them in order to compensate us. You’ll never pay more to work with Wealthramp to find the right advisor.

We focus on the quality, not just the quantity of advisors on our network. That’s why we regularly turn away advisors who don’t meet our high standards. And we always decline advisors who offer to pay to join our network.

We’re developing a community of like-minded fiduciary advisors who are with us for the long haul – not to make a quick buck. 

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We won't sell your data. You decide which advisors to talk to. And you won't receive any pushy sales calls from Wealthramp.
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