At Fortress Planning Group, we are proud to be a SmartVestor Pro for the greater Milwaukee, WI area. We meet with our SmartVestor clients in person at our office, over the phone or by virtual meetings. You let us know what is most convenient for you and we will do our best to accommodate your request.
View Dave Ramsey's website to learn more.
SmartVestor Advertising and Referral Program Disclosure
Some investment professionals of the firm utilize an advertising and referral program for investment professionals offered through the Ramsey Solutions' SmartVestor program, (hereinafter, "SmartVestor") for client referrals within a specific geographic region. SmartVestor is offered by Dave Ramsey, a media personality. Referred prospects are not required nor obligated in any way to work with the Adviser.
Those financial professionals of the firm that choose to participate in SmartVestor, pay a monthly membership and advertising fee for leads made available through the SmartVestor website. This fee presents a conflict of interest for SmartVestor. The monthly fee is not contingent on a referral becoming a client or on the number of referrals that are received. SmartVestor provides prospective clients with three to five potential investment professionals (Pros) located in the individual's general geographic area. If more than five Pros are located within the specific market assigned to the client's zip code, SmartVestor issues a random selection of five Pros to the prospective client.
Unless the prospective client opts out of having their contact information shared, each SmartVestor Pro will generally contact a referred client within one business day of receiving the contact information. If the prospective client opts out of sharing their contact information, the prospective client determines whether to contact our firm from the investment professionals listed on the website. SmartVestor's role is limited to facilitating an initial introduction between the prospective clients and our firm. The SmartVestor program does not provide prospective clients with an assessment of the merits or shortcomings of any particular investment professional or their investment strategies. SmartVestor is a lead generation service and does not provide investment advice. You will not pay additional fees because of this referral arrangement.
The selection of an investment adviser is important and should not be based solely on advertising or referrals, including referrals from entities affiliated with well-known personalities. Individuals that are referred to the firm through Dave Ramsey's Ramsey Solutions are free to work with any investment adviser or financial professional of their choosing.
Generally, promoters receive payment if a referral becomes a client but in the case of SmartVestor, the monthly membership and advertising fee are paid regardless of the number of referrals the financial professional receives and it is not based on whether or not the referred prospect becomes a client. You do not pay additional advisory fees because of the financial professional's participation in the SmartVestor program.
SmartVestor is not a client of Fortress Planning Group and is paid regardless of whether the referrals sent to our financial professionals become clients or not. You are not charged additional advisory fees because of this relationship. Financial professionals that choose to work with SmartVestor have a written contract with SmartVestor, and it may be cancelled by either party as outlined in the contract. Fees paid for this referral service typically exceed $10,000 in a 12-month period depending on the level of service and geographic area selected by the financial professional.