Talk of The Villages Florida - View Single Post - Does anyone here have any experience using Wealthramp to find a financial advisor?
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Old 06-02-2025, 06:36 PM
Caymus Caymus is offline
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I have tried a few advisor matching services over the last few years without success. In the end they all wanted to turn me into an "income source" which I can sort of understand. Most has AUM fees or required annual fees. Some were basically reading off of scripts and did not seem very knowledgeable.

I wonder if any "robot" investor services outperformed over the past few months.