Discover How to Confidently Choose the Right Financial Advisor - and Secure the Retirement You Deserve

 

A step-by-step online course for affluent couples preparing for retirement who want to simplify their wealth, avoid costly mistakes, and find a fiduciary advisor they can trust — for life.

 
Enroll Now!

Discover How to Confidently Choose the Right Financial Advisor - and Secure the Retirement You Deserve

 

A step-by-step online course for affluent couples preparing for retirement who want to simplify their wealth, avoid costly mistakes, and find a fiduciary advisor they can trust — for life.

Enroll Now
 

“There is no more important decision an investor can make than selecting a financial advisor."

 

Daniel R. Solin, New York Times bestselling author of the Smartest series of books

Are you ready to retire, but unsure who to trust with your wealth?

Do you worry about high fees, poor advice, or taxes eating away at your legacy? 

You’ve spent a lifetime building your financial future. Now, as you enter your next chapter, the stakes couldn’t be higher.

But here’s the truth:

Most financial advisors aren’t working in your best interest.

They’re salespeople in disguise, pushing products that pay them the most, not what serves you best.

The wrong advisor could cost you hundreds of thousands of dollars
 or worse, your peace of mind.

It’s time to take control, and AdvisorSmart will show you how.

AdvisorSmart: How to Select the Right Financial Advisor is the only course that empowers you to:

✓ Cut through financial industry confusion

✓ Avoid hidden commissions and biased advice

✓ Understand exactly what to look for (and avoid) in an advisor

✓ Build a simple, smart plan to protect your wealth and legacy

✓ Find a true fiduciary advisor who puts your needs first

WHO IS IT FOR?

 

This course was created specifically for:

  • Married couples in their 50s and 60s with $1 million in assets
  • DIY investors who are ready to hand off the reins, but want to do it wisely
  • People who’ve been burned by bad advisors and won’t make that mistake again
  • Families seeking tax efficiency, fee transparency, and estate planning
  • Anyone who wants a real, long-term relationship with a trusted financial partner

WHAT'S INCLUDED

  • 7 Modules | 35 Bite-Sized Video Lessons
  • Downloadable Worksheets, Checklists & Scripts
  • Expert Glossary & Term Guides
  • Lifetime Access — Learn at Your Own Pace
  • Bonus: The AdvisorSmart Interview Toolkit

WHAT'S INCLUDED OPTION 2

7 Modules | 35 Bite-Sized Video Lessons

Downloadable Worksheets, Checklists & Scripts

Expert Glossary & Term Guides

Lifetime Access — Learn at Your Own Pace

Bonus: The AdvisorSmart Interview Toolkit

WHAT YOU'LL LEARN

MEET YOUR INSTRUCTOR

David “Dave” Bromelkamp — Investor Advocate & Founder of AdvisorSmart.

With over 35 years of experience in financial services, Dave is on a mission to help you see through the maze of financial advice and make truly informed decisions — especially when choosing the person who will steward your wealth through retirement.

Career Snapshot & Credentials

  • Began his career as a Certified Public Accountant (CPA), working in income tax, auditing, and accounting
  • Spent 18 years at RBC Dain Rauscher, eventually becoming Senior Vice President and leading investment consulting teams
  • Founded Allodium Investment Consultants, a fee-only Registered Investment Advisor in Minneapolis — the first firm in the city to earn independent CEFEX fiduciary certification
  • Served as CEO and a member of both the Executive and Investment Committees at Allodium, overseeing hundreds of millions in client assets

Why He Created AdvisorSmart

After decades of witnessing the misalignment between investors and product-driven financial advisors, Dave launched AdvisorSmart to shift the balance of power. His goal is to equip families with the tools they need to choose an advisor they can trust — without sales pressure, confusion, or regrets.

Educator & Fiduciary Advocate

  • Public speaker on fiduciary best practices and independent advice
  • Adjunct instructor in finance at the University of St. Thomas
  • Continuing education instructor for the Minnesota Society of CPAs and the Minnesota State Bar Association
  • Serves on the Planned Giving Committee at St. John’s University and has held leadership roles in the Minnesota Society of CPAs and Catholic Charities of Minneapolis–St. Paul

Certifications & Affiliations

WHAT STUDENTS ARE SAYING...

“Think of David Bromelkamp’s Advisor Smart for the Individual Investor as your financial bodyguard. You won’t fall for the sleazy tricks of many who seek to ‘manage’ your money if you follow the sage advice in this course. Great credit to David for providing investors with the inside skinny on how to select a financial advisor and reap the benefits of qualified, objective, ethical advice.”

— Daniel R. Solin, New York Times bestselling author of the Smartest series

Featured Endorsement

“In this incredibly usable resource, I wholeheartedly applaud David’s bold and brave stance in exposing Wall Street’s deceptive tactics and empowering people to take the search for better financial advice into their own hands.”

— Pam Krueger, founder and CEO of Wealthramp, Inc.

“David Bromelkamp makes a strong case for seeking professional financial planning help and provides a comprehensive and easy-to-read road map to find an independent, conflict-free, and well-qualified financial advisor.”

— Roger L. Levy, LLM, AIFA¼, managing director of Cambridge Fiduciary Services, LLC

“David Bromelkamp succeeds in ‘pulling back the veil’ on an insular industry, rendering us wiser and far better able to achieve the financial security we seek.”

— Lori Crever, author of ProtĂ©gĂ© Power: A Roadmap to Mentorship

“Powerful, practical, and solid advice on selecting a financial advisor with confidence. David Bromelkamp is to be commended for providing this invaluable resource to the investing public.”

— J. Richard Lynch, former Fiduciary Investment Management instructor, Broadridge Fi360 (retired), and a former member of the CEFEX Registration Committee

“I believe that investors at any stage of their financial lives will be better off following David Bromelkamp’s straightforward advice on seeking fee-only fiduciary advisors who always put their clients’ interest first.”

— Allan Slider, founder of FeeOnlyNetwork

“David Bromelkamp delivers a guide that is imperative to an individual investors’ prudent selection of a new financial advisor.”

— Michael Smith, managing partner at Insight Financial Partners, LLC 

“In clear language and relatable stories, David Bromelkamp shares his personal journey from discovering that there’s a better model of financial advice to championing that vision for investors. David has committed his professional life to educating investors and advocating for a transparent, client-centric advice model that puts their interests first.”

— Dave Butler, co-CEO of Dimensional Fund Advisors

“Given the thousands of investment opportunities available today, how do investors make smart decisions with their money? Seek professional advice, of course—but given the thousands of advisors out there, how do investors choose who to work with? David Bromelkamp answers this question comprehensively with cautionary tales that warn readers of the pitfalls to avoid and checklists that speed up the process of finding the perfect professional.”

— Samuel Adams, CEO & cofounder of Vert Asset Management and coauthor of Your Essential Guide to Sustainable Investing
Enroll Now!

FAQs

Stop Guessing. Start Planning. 

Enroll in AdvisorSmart today and protect your retirement from
costly mistakes.

Enroll Now

 100% Risk Free | Lifetime Access | Immediate Start

GUARANTEE


We stand by this course with a 30-Day No-Risk
Money-Back Guarantee.

If you don’t feel more confident and informed in your advisor selection process, simply contact us for a full refund.