AWM - Advisor Wealth ManagementReviews of advisor.com

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!

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!).