Transparent & Trustworthy Advisors

Feeling lost when it comes to your finances?

It's hard to find a financial advisor who offers affordable services and doesn't require you to have a certain net worth. 

Most people think that if they don’t have a high net worth, then they can't afford any financial advice at all. This just isn't true!

Rally is changing the game by connecting people with certified advisors who offer flat fee services and no minimum net worth requirements. That means whether you're just starting out or are already retired, we've got you covered.

Certified & Fiduciary

No screening calls

No net worth minimums

Tailored to you

LinkedIn Banner (1080 × 1080 px)

Sign up for free and take the first step towards getting your finances in order!

No net worth minimums

Certified & Fiduciary

No screening calls

Tailored to you

Financial Planning Banner-1

Comprehensive Planning from Independent Advisors

Get advice on all aspects of your financial life, not just your investments. While big banks and institutions leave clients feeling like a number in their system, our independent advisors get to know you on a personal level. Their advice is tailored to you and your unique situation.


High Standards for Great Outcomes

Rally advisors are pre-vetted and possess the highest certifications. No matter who you choose, you can be confident you'll be in good hands

Affordable, Flat Fees with No Surprises

Our advisors only charge a flat transparent fee for their expertise. You'll know exactly what you're paying and you won't be charged more as your portfolio grows. 

1. Browse

Compare Offers from Many Advisors

See the advisors fit for you and read their bios before making a decision about who to connect with

2. Connect

Chat with Your Choices 

Discuss your needs and discover who is best to service you and your unique situation

3. Achieve

Build a Plan and Put it Into Action

Reach your financial goals with a plan provided by your financial advisor and get ongoing help executing it

  • Favorable Client Terms

  • No Conflict of Interest

  • Keep More of Your Money

  • No Screening Calls

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

 

GET STARTED

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)
GET STARTED
Flat Fee vs AUM

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!

GET STARTED

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.

GET STARTED
Get the Help You Need

Finances are complicated, finding help shouldn't be.

Get started on Rally today! It only takes a few minutes and there's no obligation whatsoever. You'll be able to see the advisors fit for you and read their bios before making a decision about who to work with.

GET STARTED