Frequently Asked Questions
About Allworth
Getting Started with Allworth
Your fee entitles you to Allworth’s Best in Class Service9 and unparalleled access to a team of financial experts, giving your wealth the advantage every modern investor deserves. You get smart, comprehensive, and customized financial planning and investment solutions with access to tax, estate, insurance, and more—all under one roof and directed by your personal advisor.
When working with Allworth to build your customized financial plan, we provide you with services that include:
- Integrated financial planning that considers all your assets and liabilities
- Access to forward-thinking, money-saving tax planning guidance
- Personalized investment management
- Social Security optimization planning
- Estate planning recommendations
- Ongoing guidance to avoid making catastrophic financial mistakes
Yes. You will be matched with a fully dedicated financial advisor backed by an associate support team of professionals who will thoroughly get to know you and your situation.
We believe a one-on-one relationship with your financial advisor is essential to ensuring you get the dedicated and consistent service you and your money deserve—the way it should be.
Our Process / Partnering with Allworth
At Allworth, we believe every successful plan begins with a simple conversation.
We listen to what matters most to you, understand your personal goals for your financial future, and then begin developing a customized financial and investment strategy that is designed to meet those goals.
By leveraging our comprehensive proprietary planning process, we will assess the key areas of your financial life and provide guidance on where improvements can be made, addressing your needs as an individual and an investor:
- We complete a detailed risk analysis that identifies your tolerances and preferences.
- We research thousands of portfolios for alignment to find the best fit for you.
- We design a personalized strategy that helps you meet your financial goals.
Then, we proactively maintain this fluid and dynamic plan, so it is constantly evolving throughout our relationship with you—continuing to support your short- and long-term financial goals.
Yes, Allworth clients always have full control over their money and can access it at any time. This can be done through their Allworth advisory team or directly with the custodian, either online or over the phone.
The time it takes to become a client varies depending on the complexity of your situation, but typically, you can become an Allworth client quickly.
Generally, opening an account takes two to three business days and transferring assets takes seven to 14 business days. Developing a comprehensive, personalized financial plan usually takes two weeks to deliver after gathering all the necessary financial information.
Ready to elevate your wealth?
Talk with our team to discover how our personalized, comprehensive, and sophisticated approach to financial planning can unlock your wealth’s full potential.