Yes. We are a Registered Investment Advisor (RIA) with the SEC and operate as a fiduciary 100% of the time. That means every recommendation is legally required to serve your best interest — not a sales quota or hidden commission.

There is no minimum investment to start with our Starter Vibe plan. Our Growth and Legacy plans are designed for clients with more complex situations, typically with $100K+ in investable assets or multiple income sources.

Absolutely. We use 256-bit AES encryption, multi-factor authentication, and SOC 2 Type II certified infrastructure. All client data is stored on US-based servers and never sold or shared with third parties.

It depends on your plan: Starter clients get monthly check-ins, Growth clients get bi-weekly sessions, and Legacy clients enjoy unlimited access with a dedicated senior advisor. You also have 24/7 access to our client portal anytime.

Yes, all Finance Venture Hubs plans are month-to-month with no long-term contracts. You can upgrade, downgrade, or cancel at any time from your client dashboard — no penalty, no awkward conversations.

Yes! While our headquarters is in Bristol, Vermont, we serve clients in all 50 states through secure video consultations. About 85% of our current clients live outside Vermont and have never met their advisor in person.

Robo-advisors automate basic portfolio management, but can't navigate divorce, inheritances, tax-loss harvesting strategies, or estate planning. We combine AI-powered insights with real human advisors who understand your full life story.

Bring whatever you have — bank statements, retirement accounts, insurance policies, debts. Don't stress about organization; our advisors help sort through everything. Most importantly, come curious and ready to talk about your dreams.