Register - Wealthramp

Step 1 of 22

Let's match you to the right advisor in 3 easy steps

1Answer some quick questions
2Get to know your advisor matches
3Start the conversation on your terms

We respect your privacy, and we don’t share your responses with any advisors unless you request a meeting or a call.

Your first meeting with each recommended fiduciary is always free, and you’re under absolutely no obligation to hire any professional.

First, let us know a bit about you. What’s your name?

First name(Required)

Last name(Required)

Hi , nice to meet you! Where do you live?

Zipcode(Required)

This field is hidden when viewing the form

Zipcode Old

Zipcode not recognised.

What's your email? We need this to create your account.

Email(Required)

You can access your account anytime to change your answers, look at your results or start talking to an advisor!

Great to know! How old are you?

Under 30

31 to 40

41 to 50

51 to 60

Over 60

Now, let us know a bit about your finances so we can find you the best matches. What is your current gross annual income?

< $50k

$50k-100k

$100k-$200k

$200k-$300

$300k-$500k

> $500k

What is the approximate value of all your investable assets, including 401(k) and IRAs but excluding real estate? We ask since some advisors have account minimums.(Required)

< $50k

$50k-$100k

$100k-$200k

$200k-$300k

$300k-$500k

$500k-$1M

$1M-$5M

> $5M

Does that include assets held in Employer Sponsored Retirement Plan such as 401(K) or IRA?

Yes

How would you describe your outlook on the future?

The glass is half full

Hopeful: Investing some money fits my profile

The glass is half empty

Better safe than sorry, I'd like to minimize my exposure to risky investments

What’re your views on stock market ups and downs.

Day-to-day fluctuations concern me

I pay attention to weekly results

I look at quarterly gains like the pros

Monthly reports is where it's at

I'm a long-term thinker and look at yearly performances

I'm like Warren Buffet and only affected by multi-year results

, now let’s chat about how you’ll meet with your advisor. Most clients prefer to meet virtually these days, and your best fit advisor matches might not be based in your local area.

Show me the best matches; I’m comfortable meeting virtually

I want to work with an advisor near me

Please share any gender preference you may have for your advisor.

Male

Female

Gender does not matter to me

Do you prefer to speak to your advisor in a language other than English?

Yes

Advisor language

Chinese

Spanish

Other

Other Language

How often would you like to communicate with your advisor?

Whenever I need support

Whenever the market takes a dive or there is bad news

Every few days

Every 1-2 weeks

Every month

Every quarter or less often

On a scale from 1-5, how hands-on would you be when working with an advisor?

Advisor Scale

How quickly do you expect your advisor to respond to you?

Within 24 hours

Within 2 days

2 days or more

, now let us understand your financial needs and priorities. Rate the level of importance for each of these items.

One time financial plan / retirement report

Very

Somewhat

Not Really

Retirement planning, income / spending

Very

Somewhat

Not Really

Tax efficient investments (Index, ETF's, etc)

Very

Somewhat

Not Really

Tax focused planning

Very

Somewhat

Not Really

Rate the level of importance for each item

Windfall from inheritance, business sale or other events

Very

Somewhat

Not Really

Tax estate and legacy planning

Very

Somewhat

Not Really

Employee stock options / working for a start-up

Very

Somewhat

Not Really

Divorce planning / loss of spouse

Very

Somewhat

Not Really

Rate the level of importance for each item

Special needs planning

Very

Somewhat

Not Really

Private / alternative investments

Very

Somewhat

Not Really

ESG/Socially responsible investing

Very

Somewhat

Not Really

Military or Federal benefits

Very

Somewhat

Not Really

Do you have a preference on your advisor's fee model? (Fee-only advisors are compensated only by their clients. They don't earn commissions by selling insurance/investment products.)

No, I'd like to learn more about these fee arrangements

Yes, percentage of assets managed or advised

Yes, on an hourly, retainer or flat rate basis

How soon are you looking to hire a financial advisor?

Within the next 3 months

Within the next 4-12 months

Anything else you want us to know? (optional)

(Required)

You acknowledge receipt of Wealthramp’s ADV Part 2, Privacy Policy, Client Relationship Summary, and Solicitor’s Disclosure which sets forth the solicitor’s fee arrangement between Advisors and Wealthramp. Advisors' ADV Part 2 are provided when you view results.

Let's match you to the right advisor

Investor Register Form

First, let us know a bit about you. What’s your name?

Hi , nice to meet you! Where do you live?

What's your email? We need this to create your account.

On a scale from 1-5, how hands-on would you be when working with an advisor?

, now let us understand your financial needs and priorities. Rate the level of importance for each of these items.

Rate the level of importance for each item

Rate the level of importance for each item

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