Advisor Reviews

Advisor Reviews
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About Advisor

Advisor is a fiduciary financial planning company whose services include investing, retirement planning and tax strategy. Advisor specializes in working with clients who are high-earning and between the ages of 25 to 54, but will work with clients outside that demographic. Advisor charges a fixed annual flat fee of $3,750, but a lower cost option might be available to some clients. There is no minimum account requirement.

Pros & Cons

  • Flat annual fee
  • Variety of financial services
  • Good for beginning investors
  • No investing minimum
  • Limited information available online
  • Must enroll with services over the phone
  • No in-person option

What is Advisor?

Advisor is a financial planning and advising company that works with clients on investing, financial planning, tax strategies, retirement planning and other financial strategies. It is a fiduciary, meaning it is required by law to work in your best interest.

Advisor is not a robo-advisor; rather, it provides what it calls “white-glove, goals-based financial planning” with a fiduciary advisor. This means you’ll have a person you can talk to and work with for your financial planning, and someone to review your portfolio and investment strategies to help ensure you’ll achieve your goals.

How does Advisor work?

To get started with Advisor, you complete a short online form to request a free consultation call. Next, an employee will contact you to discuss your answers and get a feel for your goals and risk tolerance. Then, over the next 12 months, you’ll develop, alongside your dedicated team, a financial plan that will include developing benchmarks to evaluate progress, adding complexity to your portfolio and enjoying quick wins.

The company will also help you manage your portfolio and investments through your preferred investing or trading platform.

Advisor services

Advisor focuses on long-term, “tried and true” methods of investing tailored to each client’s personal goals and risk tolerance. It will work with both new and seasoned investors on strategies such as asset allocation and portfolio rebalancing. This is in line with its belief in traditional investing — and in what it calls “boring” methods that achieve your financial goals.

In addition to financial planning and investing, other services offered by Advisor include:

  • Retirement planning
  • Tax strategies
  • Equity-based compensation strategies
  • Budgeting

And, although it’s not a focus, Advisor will work with you on alternative investments such as real estate or crypto.

The Advisor platform provides access to tools that help you track your investment progress, view your assets, liabilities and cash flow, and visualize your progress. Other tools are available to assist with tasks such as purchasing insurance and debt management.

There is also a workplace financial wellness option available to employers. Interested employers or companies must contact Advisor directly for information about the program and how to enroll.

Advisor fees

Advisor charges a fixed annual flat fee of $3,750, which remains the same regardless of the size of your portfolio. There is also the Advisor One option, which costs $1,000 annually and may be offered to some potential clients who are on the cusp of qualifying for the traditional services. This is different from other fiduciary advisors, who may charge a percentage of assets managed or invested.

There is no minimum investment amount required to work with Advisor. While the company does state that it specializes in working with high-earning, nonfinance professionals (doctors, engineers, real estate agents, etc.) ranging in age from 25 to 54, it will also work with those who don’t fit in those categories, including new investors.

Advisor does not receive a commission for its services.

Advisor FAQ

Is Advisor safe?

Advisor is a safe investing platform. All personal information sent to the company is encrypted, and two-step verification is used to access your account details. All data is backed up daily, and backups are maintained for 30 days.

Does Advisor have a minimum investment?

No, there is no minimum investment amount required.

Is Advisor a fiduciary?

Yes. As a fiduciary, it must make investment decisions based on your best interests.

Is Advisor good for beginners?

With its personalized services, along with its holistic view of finances and traditional approach to investing, Advisor is a good option for beginners.

Is Advisor legit?

Advisor is a legitimate, SEC-registered fiduciary offering investment and financial planning services. It is a good option for both beginner and seasoned investors, and although it focuses on high-earning clients from 25 to 54, it will still work with you if you fall outside this population.

Rather than percentage-based fees that change with increases (or decreases) in your portfolio, Advisor charges a flat yearly fee of $3,750. That fee gives you access to the same services regardless of how much you invest or how well your investments perform. With a variety of financial services available, Advisor helps with financial services on a small or large scale.

Advisor Reviews

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    How do I know I can trust these reviews about Advisor?
    • 4,483,147 reviews on ConsumerAffairs are verified.
    • We require contact information to ensure our reviewers are real.
    • We use intelligent software that helps us maintain the integrity of reviews.
    • Our moderators read all reviews to verify quality and helpfulness.
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    Verified purchase

    Reviewed May 9, 2023

    What's been great about joining Advisor is the accountability I've had gained over my finances. Having someone to provide me easy steps to make progress combined with regular follow ups is simple, but it works. I also don't feel like just another file in a big firm's account, I feel like someone who's known by name even though I'm an average person. Before joining, I felt stuck between feeling like I needed to do something more deliberate with my money and feeling like my situation isn't sophisticated enough to warrant expensive guidance. Advisor has bridged that gap for me beautifully. I highly recommend!

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