A Vetting Process That’s Beyond Rigorous

Plenty of people call themselves a “financial advisor.” But very few meet our standards.

Every member of the Wealthramp advisor network is personally interviewed and evaluated by our founder, Pam Krueger. She has spent over 25 years advocating for and educating consumers on how to make the most out of their money.

Here’s a closer look at our rigorous vetting process:

Eliminate Investment Brokers And Insurance Sales Reps

This ensures all advisors on Wealthramp are fiduciaries, who will actually sign a fiduciary oath to always put their clients' best interests first.

Regulatory History

We review records for both the advisor candidate and the firm they work for. We also ensure they’re properly registered as independent investment advisors (IARs) with all required government agencies.

Experience, Expertise & Fees

Pore over all the relevant databases to understand work history, experience, education and qualification. Look closely at any client complaints or other red flags. Review the fee model and other costs to make sure they fall within a reasonable range.

The Interview

Every candidate undergoes an in-depth interview by our Founder/CEO, Pam Krueger. Background checks only show so much; this deep conversation reveals details about the services provided, expertise, continuity plan, client retention, approach to client service, and what they’re passionate about.

We’ve designed our vetting process to ensure that our network covers an expansive range of specializations and expertise. So whether you’re just starting out, ready to retire, or anywhere in between, you’ll find a Wealthramp advisor who is right for you, right now.

Compare your top three vetted fiduciary advisors

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 the advisor that’s right for you