Find the right financial advisor and minimize what you pay

Neutral, evidence-based insights and personalized consulting to help you never get burned by financial advisors again.

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You deserve high-quality financial advice that’s in your best interest.

You deserve:

No more overpaying for financial advice

Unbiased advice from qualified professionals

A transparent relationship with no conflicts of interest

AdvisorSmart is here to help you achieve exactly that.

100% neutral, committed to your best interest

I started AdvisorSmart because I’ve grown tired of hearing stories about average people losing piles of money to hidden fees and commissions. I’m fed up with Wall Street flagrantly duping their clients because they can, because they’ve bribed Washington to essentially look the other way. I’m sick of Goliath trampling the little guy time and again.

With AdvisorSmart, my aim is to empower you to stand up for yourself, to identify and reject salespeople as financial advisors, and to find a trustworthy advisor who fits your needs.

- David Bromelkamp, Founder, AdvisorSmart

Our Offerings

Book: AdvisorSmart for the Individual Investor

Educates and empowers individual investors—no matter their age, circumstances, or net worth—to competently navigate today’s investment management landscape and select a trustworthy financial advisor who fits their individual needs.

Note: A digital version is available too!

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Audiobook

David narrates his ideas, concepts, and strategies himself in this compelling audiobook.

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"[This book] is the go-to reference guide for individual investors looking to find and select a prudent financial advisor." — W. Scott Simon, former Morningstar columnist

Online Course: How to Select the Right Financial Advisor

✓ 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

Make a one-time investment

Have David Bromelkamp and his team help you personally

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AdvisorSmart Personalized Consulting Services

Level 1

Financial Advisor "Checkup"

Learn What You Have

Best for you if you are asking:

● "Is my advisor really a fiduciary?"

● "How is my advisor actually paid?"

● "Are there conflicts of interest I don't understand?"

● "Before I make changes, I want clarity."

Level 2

Financial Awareness "Fee Audit"

Learn What You Pay

Best for you if you are asking:

● "I don't really know my total fees."

● "My statements are confusing."

● "I suspect I'm paying more than I realize."

Level 3

"Fee Reduction" Service

Reduce What You Pay

Best for you if you are asking:

● "I know I'm paying too much."

● "I want help negotiating lower fees."

● "I don't want to handle this converstion myself."

Level 4

Financial Advisor "Search"

Get A New Advisor

Best for you if you are asking:

● "I want a fiduciary advisor I can trust."

● "I'm starting over or facing a major life transition."

● "I don't trust advisor marketing claims."

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David Bromelkamp Snapshot

Personal finance expert with 40 years of experience in the field of financial advice

Founder, AdvisorSmart

Former CEO, Allodium Investment Consultants, a fee-only Registered Investment Advisor in Minneapolis 

Awarded the Legacy Award and Lifetime Membership from the Minnesota Society of Certified Public Accountants (2025)

More than 20 years of experience as an Accredited Investment Fiduciary (AIF®)

David Bromelkamp Snapshot

Personal finance expert, former CEO of Allodium Investment Consultants, and Accredited Investment Fiduciary with more than four decades helping investors make better decisions.