Worth It The team at Advisor took time to understand my goals, assess my financial situation, then gradually work with me to make changes I am comfortable with. They have helped me see ROI way past the initial year fee in year 1. Takes $ to make $ and after paying their price I got more back than I put in!

Exactly what I was looking for I was nervous about Advisor because they seemed new and didn't have many reviews, but I'm glad I took the risk because they're exactly what I needed. My advisor is super attentive and qualified and seems to care about my goals - not just how much money he'll make from me. When I tried working with another advisor a friend recommended, I felt they didn't care much about me or how I felt about my investments. It seemed like his primary interest was throwing me in a pre-fab portfolio and giving me 30 minutes of his time once a year. From the jump, Advisor has been different - their onboarding process was simple yet thorough. Now, I'm confident in my strategy with each paycheck vs. having a million different accounts with little to no plan. My wife is also super happy that our advisor actively includes her in our conversations and takes the time to explain what we're doing/teach us vs. our old guy who would act like it was an inconvenience to explain things more than once to us or in plain terms. It's not a cheap service, but I've gotten tons of value in return.

Living in NYC and working 60+ hours a… Living in NYC and working 60+ hours a week I knew I was overlooking aspects of how I was managing my money, I knew I should be doing more I just kept pushing it off. The team at Advisor understood my pain right away and gave me peace of mind knowing that they had my back. They have given me visibility as well as implemented a strong investment strategy that I'm confident will bring the results I'm looking for. Well worth the help.

Love Advisor Advisors are high level and technology is phenomenal as well.

A slow start and not much value yet 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.