AWM - Advisor Wealth ManagementReviews of advisor.com

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.

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!

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.

Advisors are high level and technology is phenomenal as well.

Knowledgeable staff, good recommendations, fair fee schedule, no sales pitch.

Before switching to Advisor I had a professional relationship for over a decade. Honestly don’t know how anyone with a good income can manage their own money, I have tried but failed if I’m being honest here. I mainly switched to them because I found that my fees, about 1%, were no longer working for me. So initially you could say I switched to save money nota hard choice. However after 2 years I can say that I not only lowered my fees but have contributed more to my investments with confidence and feel like I am in control of my money, hard to put a price on that. If you are thinking about working with Advisor or switching you should.