Advisors you can Trust at a price you can Afford
Find Flat Fee advisors to help you start reaching your financial goals.
- No net worth minimums
- No confusing pricing schemes
- Professionally certified fiduciaries
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Keep More of Your Money
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No Conflict of Interest
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Favorable Client Terms
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No Screening Calls
Don't Pay More as Your Portfolio Grows
Under the AUM model, a client with a $2M portfolio will pay 10X more than a client with $200k for essentially the same service. You should be the one who benefits from compounding growth, not your advisor. Over the long run, the amount you save working with a flat fee advisor is overwhelming!
AUM Model Creates Conflicts of Interest
Traditionally, most advisors charge a percentage of the assets they manage for you, referred to as Assets Under Management (AUM). This makes them biased towards advising you to put as much of your money into their managed portfolio and away from opportunities like:
- Paying off debt
- Real Estate Investments
- Employer 401(k) or 403(b)
Protecting You from Unethical Practices
It's hard to know who to trust when it comes to your finances. You could spend days searching for independent advisors while having to stay vigilant for deceptive tactics. We only work with advisors who are committed to putting their clients' interests first and enforce strict guidelines for client engagements including:
- No Net Worth Minimums
- No Commissions for Selling Products
- Discontinue Your Service at Any Time
Seamlessly Connecting You to Financial Experts
Most platforms will call you first to "see if you're a good fit" before showing you any options. At Rally, we believe everyone is fit to work with a financial advisor. We connect you directly with advisors, no middlemen, and zero hassle.
Why You Should Be Working With a Flat Fee Financial Advisor
When seeking a financial advisor, working with one who charges a flat fee is the better option
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