AWM - Advisor Wealth ManagementReviews of advisor.com

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.