Advisor Wealth Management
Fiduciary financial planning and low-cost investment management with a flat planning fee and transparent asset fees.
About Advisor Wealth Management
Advisor Wealth Management is a fiduciary financial planning firm that offers comprehensive planning, budgeting, investing, compensation planning, retirement planning, and tax strategy. Advisor operates as ADVR, LLC, a registered investment adviser headquartered in Charleston, South Carolina, and serves clients across the US. Services include standalone financial plans and ongoing investment management, with a flat planning fee of $3,750 and an investment management fee of 0.50% applied only to managed assets above $500,000. Advisor works with employees of leading companies, professionals with equity compensation, small business owners, people with variable income, and individuals navigating life events such as divorce or sudden cash infusions.
Advisor uses technology to create a holistic view of client finances, aggregating assets and liabilities, visualizing cash flow, testing economic scenarios, and tracking progress toward goals. The firm provides both custody of assets and guidance for assets held elsewhere, and it emphasizes asset location and tax-aware strategies including Roth conversions and tax-efficient account use. Advisor positions itself as a fee-only, no-commission firm with experienced advisors, human-first advice, and tools designed to make complex topics like RSU optimization, retirement modeling, and tax strategy practical and actionable.
Frequently asked questions
- What services does Advisor Wealth Management offer?
- Advisor offers comprehensive financial planning, budgeting, investing, equity compensation and compensation planning, retirement planning, and tax strategy. Services include standalone financial plans and optional ongoing investment management for clients across the US.
- How much does financial planning cost at Advisor?
- Advisor charges a flat planning fee of $3,750 for its financial planning engagement. Investment management is billed separately at 0.50% on assets managed above $500,000.
- Is Advisor a fiduciary financial advisor?
- Yes. Advisor operates as ADVR, LLC, a registered investment adviser, and provides fiduciary financial advice. The firm states it is fee-only and does not earn commissions from product sales.
- Do I need $500,000 to work with Advisor Wealth Management?
- No. The planning engagement has no asset minimum and is offered to all clients. The 0.50% investment management fee applies only when Advisor manages assets above $500,000; clients with lower portfolio values still receive the same advising team and technology.
- How does Advisor handle equity compensation like RSUs and stock options?
- Advisor provides compensation planning that values equity-based pay, analyzes tax implications, and recommends timing and diversification strategies. The team helps clients optimize RSU exercises, understand tax events, and integrate equity into an overall financial plan.
- How is Advisor different from a traditional financial advisor or robo-advisor?
- Advisor combines human advisors with industry-leading technology and charges a transparent flat fee for planning plus a low asset fee when applicable. Traditional advisors often charge percentage fees across accounts or reserve high-touch service for large balances, while robo-advisors offer limited human advice. Advisor emphasizes fiduciary advice, no commissions, and personalized planning.
- Does Advisor offer tax strategy as part of planning?
- Yes. Tax strategy is included in the planning process and covers asset location, tax-efficient account use, and guidance on Roth conversions and taxable account management. The goal is to reduce the taxes clients pay on their investments and income where appropriate.
- Can Advisor manage my investments or just provide financial advice?
- Advisor can both manage assets directly and provide investment guidance for assets held elsewhere. Investment management fees apply only when Advisor takes custody of assets and those assets exceed $500,000.
- Who are Advisor’s typical clients?
- Typical clients include professionals from leading companies, people with equity compensation, small business owners, individuals with variable income, and anyone planning for retirement or major life changes. Advisor states its services are available to all interested clients regardless of background or identity.
- How do I get started with Advisor Wealth Management?
- You can schedule a free consultation through the Advisor website. The initial process begins with goals, a review of current finances, and a plan that adapts as life or goals change.
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