wealthramp logo

Work With a Fee-Only, Fiduciary Advisor Like David Frisch From Wealthramp

Over 90% of financial advisors in the US are not legally bound to act in your best interest. That's because they're just sales people, who are paid commissions to recommend things like annuities, insurance, etc. How are you supposed to know if what they're telling you is truly thoughtful advice, or just a sales pitch?

Investor advocate and Wealthramp founder Pam Krueger joins Maggie Rodriguez, host of Daytime Tampa and local Wealthramp network advisor, David Frisch, CPA, PFS, CFP® of Frisch Financial. Together, they break down what it means to be a fee-only, fiduciary advisor, the many different ways a fiduciary can advise you other than just helping with your investments; and how you can use Wealthramp to find a rigorously vetted, experienced financial advisor that meets your personal needs. 

If you’re thinking about working with a financial advisor, Wealthramp is here to help you find a truly qualified advisor with deep expertise in comprehensive Retirement Planning.

Take the first step and schedule your free meeting today!

Related Posts

May 30, 2023
What Type of Investment Account Is Best for My Kids?

If you’re a parent, you want the best for your children. There’s never an exception […]

Find an Advisor You Can Trust at Wealthramp

With rising interest rates and inflation it can be overwhelming to keep track of your […]

Wealthramp on Indy Now

With everything going on in today's economy, you might be wondering if your finances are […]

1 2 3 23
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram