AWM - Advisor Wealth Management レビュー 33

I don’t usually do reviews but this one was earned. I have been a client for almost 2 years now and it was the best decision of my life!
All my assets are now organized and consolidated (old 401ks, RSUs, etc.) and well invested.
My advisor (Kellen) is absolutely amazing. He goes above and beyond by explaining the stock market, helping us make better financial decisions and addressing our goals.
I was absolutely skeptical about having a company helping me to manage my assets. Now I have 100% trust in Kellen and Advisory! I truly recommend!
They are a hidden Gem that don’t even take a cut from your investments! This is unique and needs to be shared!

I've been working with Advisor for about 3 years. Kellen has been instrumental and has become a trusted partner in helping me streamline and secure my financial future. He is super responsive, considerate of my needs/ ideas/ goals, and counsels me on the best path forward. Highly recommend Advisor!

Kellen at Advisor Wealth Management has been incredibly helpful and transparent throughout the onboarding process, clearly explaining how my portfolio is managed. Unlike my previous advisor, I always feel informed and confident. My returns have improved significantly, and I appreciate the easy-to-use online tools like RightCapital and Altruist, which make monitoring my investments simple and efficient. Overall, working with Kellen and the team has been a great experience.

Working with Advisor helps give us confidence in our financial decision making process. It really provides peace of mind with our short- and long-term goals. Our advisor is always friendly, knowledgeable, and available, and we really value his partnership. There is always transparency and a fast response time to our action items. The platforms and accounts are great tools to track and improve our progress, plus they are easy to navigate. The advice, perespectives, and decision-making from our advisor gives us confidence in our financial future. We're happy to recommend Advisor to others looking for the same!

Working with our advisor, Kellen, has been exactly what we were looking for. We talked to a few different financial advisors, and he’s been the perfect mix of helpful tech tools and real, personal support. Now we’ve got a super clear roadmap and can easily run through different “what-if” scenarios. Kellen has also helped us through some big life changes that came with major financial decisions, and having his guidance during those times made things so much easier.

We have been very happy with our Advisor experience thus far. To start with, the frequency of contact far exceeds our previous experiences with financial professionals. We feel informed and empowered to adjust our strategy at all times. Their digital platform is user-friendly and always improving, and whenever we have had an issue, someone has been quick to respond with a solution. The team at Advisor was essential in helping us work through a somewhat complicated situation prior to the onboarding process. The flat-fee model and total absence of insurance and other commission-based products also provide great peace of mind. I have recommended Advisor to several colleagues, and would not hesitate to do so again in the future.

Working with our advisor, Michael, has been a great experience. I’ve felt supported and informed every step of the way. Scheduling is easy, and he’s always quick to respond. They've made financial planning feel a lot less overwhelming. I feel more confident about my finances now thanks to his guidance.

Working with our advisor has been fantastic. He's taken a ton of time to make sure we feel educated and informed and wants to ensure we are feeling we are making progress to our goals. Advisor has been a great company for younger individuals like myself and partner and it's given us a lot of confidence for managing our finances for the next several decades.

Very friendly, open to beginner discussions. Willing to help all ranges of income. Highly recommend doing the discovery/starter meeting with them.

My experience with Advisor.com has been great. Kellen has provided expert professional advice. I am pleased with the work that has gone into growing my portfolio 8% increase over 4 months. Before I started with Advisor, my account was with a well known wealth management company from 2015-2024. My account was very poorly managed. Before, you asked why I stayed with them, please know that my advisor then was someone whom I thought was knowledgeable in financial management. I was often told “don’t sell, keep your money. Sell only if you need the money.” My investment balance sadly after 9 years was less than the amount with which I started. In addition, I lost more money investing myself at online platforms, dabbing in cryptocurrency, and word of mouth stocks and failed get rich quick schemes. It was not an overnight decision to join Advisor, I thought about joining for a while. After the first consultation with Gregg, I knew right away I was going to be in good hands with Advisor. They are a team of intellectual professionals. There is more for me to gain paying the yearly fee than I have lost with big firms and poor financial decisions. I have no regrets. I am pleased. My portfolio is growing. My taxes were done right! I can focus on the things I can do. Thank you Kellen- Thank you Advisor!!

I've really enjoyed using Advisor.com, especially working with Kellen. He's wonderful at explaining the reasons behind each move and really listens to my concerns, validating the emotions that come with managing money. The setup process was super easy, and working with them has been a breeze. Now, I feel confident knowing where my money is and that it's working for me.

My advisor, Kellen, was super helpful and organized and takes whatever time is needed to explain advise and onboard me - the peace of mind that comes with knowing I am doing what needs to be done is great. Scheduling appointments is easy and his team is also very responsive and helpful. The tax service was great.
The tech side, though - strangely not user-friendly. The websites and menus are confusing and they don't update frequently enough from connected accounts, which is seriously strange, considering the company. And please make the budgeting software better - steal from Mint! Overall: well worth it!

I've really enjoyed working with Kellen at Advisor. He's doing great at keeping me focused on my financial goals and holding me accountable when I ask him too. This is quality service and I would definitely recommend Advisor!

We have enjoyed working with our Advisor over the last year or so. It did take some time to get all the accounts set up, but it's been nice to have someone else managing our investments according to our values. It was great to have a third-party giving us tips and advice on some of our financial decisions over the last year and it's been easier to engage my partner in financial decision making by feeling accountable to someone else! Some of the systems seem to be slow to update or freeze (RightCapital) so I probably wouldn't use it for my main budgeting app, etc. I do appreciate that we can contact our Advisor whenever we have financial questions, and he is very responsive. I think it would be great to have a lower cost option once all your systems are up and running and you are just "maintaining" everything - I am not sure the price is fully approachable for moderate to lower income earners (who probably need this service the most!).

Advisor is a team you can trust. They've helped me plan, learn, and setup my financial goals and accounts, so that I have something to build off of. I am confident that they have my best fiduciary interests at heart, and I'll be working with them for a long time, regardless of market changes, job changes, and life changes. It's great to have someone in your corner. Thank you Advisor.

A slow start and not much value yet. We've spent the first 3 months connecting accounts and bringing our advisor up to speed. I'm hoping to receive more value for our money as we see changes in our investment strategy and get into tax season; but so far we haven't experience anything worth the price tag.
It's worth noting that our household is already quite good at budgeting our finances. This could potentially be a selling point for other customers, but we didn't and don't need that type of assistance.
I'll update after we've been with them for 6 months.

Advisors are high level and technology is phenomenal as well.

Knowledgeable staff, good recommendations, fair fee schedule, no sales pitch.

Before switching to Advisor I had a professional relationship for over a decade. Honestly don’t know how anyone with a good income can manage their own money, I have tried but failed if I’m being honest here. I mainly switched to them because I found that my fees, about 1%, were no longer working for me.

So initially you could say I switched to save money nota hard choice. However after 2 years I can say that I not only lowered my fees but have contributed more to my investments with confidence and feel like I am in control of my money, hard to put a price on that.

If you are thinking about working with Advisor or switching you should.

Good advice, slow to respond. Has taken longer to get going than I was anticipating.