Over 90% of financial advisors in the US are not legally bound to act in your best interest. That’s because they’re just sales people, who are paid commissions to recommend things like annuities, insurance, etc. How are you supposed to know if what they’re telling you is truly thoughtful advice, or just a sales pitch?

Investor advocate and Wealthramp founder Pam Krueger joins Maggie Rodriguez, host of Daytime Tampa and local Wealthramp network advisor, David Frisch, CPA, PFS, CFP® of Frisch Financial. Together, they break down what it means to be a fee-only, fiduciary advisor, the many different ways a fiduciary can advise you other than just helping with your investments; and how you can use Wealthramp to find a rigorously vetted, experienced financial advisor that meets your personal needs. 

If you’re thinking about working with a financial advisor, Wealthramp is here to help you find a truly qualified advisor with deep expertise in comprehensive Retirement Planning.

Take the first step and schedule your free meeting today!

The post Work With a Fee-Only, Fiduciary Advisor Like David Frisch From Wealthramp appeared first on Resources | Wealthramp.

Pam Krueger Founder of Wealthramp, co-host of Friends Talk Money

Pam Krueger is an investor advocate, personal finance journalist, and author. She is the founder and CEO of Wealthramp, an advisor matching platform that connects consumers with rigorously vetted and qualified fee-only financial advisors. Pam created and co-hosted the award-winning investor education TV series, MoneyTrack, seen on 250+ public stations on PBS. With over 25 years in the industry, Pam is one of the leading voices on financial literacy and financial empowerment. When she’s not writing about financial planning for Worth, she’s talking about investing strategies on her podcast, Friends Talk Money.

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