AWM - Advisor Wealth ManagementReviews of advisor.com

We worked with Kellen for about a year and had a positive experience initially. Having always managed our own finances, we were clear that we wanted to stay closely involved in decisions as we built trust. Over time, though, the level of service declined and the approach felt more standardized than tailored to our preferences. There were also instances where money was moved or invested without our sign-off or an agreed-upon plan in place, which was particularly concerning. Ultimately, we realized we weren’t comfortable with the level of visibility and control we had. Combined with changes to the firm’s fee structure, we decided to move our accounts elsewhere.

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.