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. 

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

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