Find a 100% Fiduciary Advisor
Most Aren’t Always on Your Side
Very few advisors are always fiduciaries
Use our free advisor interview form to get the truth from your “financial advisor.”
How to Interview Your Advisor
Find the Needle in the Haystack
Out of the 1 million financial “advisors” in America, only about 1% are always required to act in your best interests. The trick is finding one of those, as most claim to be a fiduciary (which they might be – some of the time). Here is some helpful information in the that pursuit.
Which advisors charge low fees and look out for your best interests?
We Researched Financial Advisors
We found a few advisors who appear to be 100% fiduciaries, practicing science-based investing.
Check Out These Advisors
Compare “Financial Advisors”
Anyone can call themselves a financial advisor. That makes it hard to find a good one. One way to see if an advisor is really looking out for you is to research fees and see if the sell commssioned products. We have created a list of a number of firms showing fee and fiduciary information from their SEC-filed Form ADV (adviserinfo.sec.gov). We have also used the resources of Dimensional Funds to find a few firms that charge reasonable fees and appear to offer advice similar to ours.
A Vanguard study found that professional fiduciary advisors “…can add about 3% in net returns…”
A Fiduciary Advisor Can Add 3%
Set up a no-pressure phone, video or meeting.with a fiduciary advisor.
Meet with an Apella Advisor
Get Retirement Help
At Apella Wealth, we are committed to helping everyone create a better financial future. That’s why we offer a free meeting with one of our 100% fiduciary advisors.
“A decade ago, I really did believe that the average investor could do it himself. After all, the flesh was willing, the vehicles were available, and the math wasn’t that hard. I was wrong. Having emailed and spoken to thousands of investors over the years, I’ve come to the sad conclusion that only a tiny minority, at most one percent, are capable of pulling it off. ”