Helping investors Learn How to find objective Fee-Only financial advice

What We Do

Helping You to Learn How to Be an AdvisorSmart® Investor

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AdvisorSmart® Reports

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We provide a one page  AdvisorSmart® Financial Advisor Type Report that uses government records to determine if your financial advisor is licensed as a securities broker to sell investment and/or insurance products.  This one time  AdvisorSmart® evaluation could help you to avoid being taken advantage of by financial advisors with incentives to sell investment products. 

Request an AdvisorSmart® Financial Advisor Type Report

AdvisorSmart® Public Speaking

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AdvisorSmart® is passionate about objective, fee-only financial advice and we are available to speak at your event to educate and entertain your audience about the growing field of fee-only financial advisors.  

  • Investor Conferences
  • Professional Trade Associations


Potential AdvisorSmart® public presentation topics:

  1. Fee-only financial advice in the United States
  2. How to search for and select an objective financial advisor for the INDIVIDUAL investor
  3. How to search for and select an objective financial advisor for the INSTITUTIONAL investor

Contact Us

Price List

AdvisorSmart® Reports

At AdvisorSmart® we use government records and other information sources to research financial advisors and to clarify their work history and current licensing.

AdvisorSmart® Financial Advisor Type Report

$250

To help you to identify, find and select an objective, fee-only financial advisor, we will access and research public Government records to identify the financial advisor type (broker, fee-only, hybrid, etc.) and also to clarify the current  legal registration of the financial advisor. In addition, we will provide insights on the potential conflicts of interest that may exist when working with this type of financial advisor.  Our report will include the  AdvisorSmart® Objectivity Score to provide you with a quantifiable assessment of the objectivity of the financial advisor.  Deliverable to you is a one page  AdvisorSmart® report delivered electronically to your email address. 

AdvisorSmart® Public Speaking

At AdvisorSmart®, we provide public presentations on the value of objective, fee-only financial advice. All AdvisorSmart® presentations are geared to be both educational and entertaining and are always tailored to meet the specific learning needs of your audience.

AdvisorSmart® Public Presentation

$5000 speaking fee (plus travel expenses)

We tailor our presentations to deliver a personalized presentation that will both educate and entertain your audience.

All  AdvisorSmart® public presentations are delivered by a veteran financial advisor with over three decades of experience working with both individual and institutional investors.  

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