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Evaluate My Advisor
- Uncover hidden fees
- Red flag advisor report
- Compare against the Rainbook benchmarks
Uncover Hidden Fees: Receive a detailed breakdown on the fees you are paying, from those management fees to the hidden fund load and expense ratio fees.
Red Flag Report: Learn if your advisor is a registered broker and if they have disciplinary history. Only a non-broker advisor is held to the fiduciary standard all the time, requiring them to act in your best interest.
Rainbook Benchmark: Compare your fees and advisor rating to the Rainbook benchmark. Empowering you to ask the tough questions and make informed decisions on your advisor relationship.
Find An Advisor
- No commission brokers
- CFP®, CFA or CPA certified
- Rainbook interviews and vets every investment advisor partner
Fiduciary: Only 11.5% of 'financial advisors' are true fiduciaries, legally bound to act in your best interest. We believe this should be table stakes in your relationship.
Qualifications: Your advisor should be a Certified Financial Planner, CFP®, CFA or CPA, who goes beyond investment management. Their work experience should be reviewed for disclosures and any disciplinary history.
Rainbook Advisor Network (RAN): We thoroughly interview and vet every wealth management firm in our network, representing over $22 billion in AUM through our independent investment advisor partners.
Why Rainbook?
TRUST
FREE TO INVESTORS
TEAMWORK
COMMITTMENT
TRANSPARENCY
